Penserra Global Investors LLC
Firm details
- Headquarters
- Orinda, California
- CRD number
- 174309
- Registered since
- September 17, 2024
- Website
- penserra.com
- Fee structure
- Percentage of AUM
- Client types
- Pension & Profit Sharing Plans100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Penserra Global Investors LLC is an institutional registered investment adviser organized as a limited liability company and registered with the SEC in 2024. The firm’s advisory mandate centers on portfolio management for both individuals/small businesses and for corporate or institutional clients. It bills on a percentage-of-assets-under-management basis and is identified in filings as performing other financial product sales activities. Filings list the firm as a related adviser and indicate affiliations with broker-dealers and other investment advisers. Penserra does not identify as an active ESG investor, is not positioned as a pension consultant, and is not registered as a multi-state adviser in the available data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities97%
- Cash & Cash Equivalents3%
Owners & executives
3 of 3
Anthony Castelli
Chief Compliance OfficerCRD 4409925
Jorge Madrigal
Founder and Chief Executive OfficerCRD 3204950

Lee Geiger
Chief Compliance OfficerCRD 1552293
Contacts
3 of 5
Kevin Mclaverty
Senior Vice PresidentCRD 4479224

Sean O'toole
AssociateCRD 6989605

Daniel Kim
Director and Senior Portfolio ManagerCRD 4550031
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Orinda, CA
Contra Costa
Location
Orinda, CA
Headquartered in Orinda, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Contra Costa
- Address
- 4 Orinda Way
- Time zone
- PT (UTC-8)
- Office locations
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