Penserra Global Investors LLC

RIASEC RegisteredEst. 2024
Total AUM
$96.2M
Discretionary
$96.2M
100% of AUM
Avg account
$19.2M
Accounts
5
Employees
12
Advisory reps
8

Firm details

Headquarters
Orinda, California
CRD number
174309
Registered since
September 17, 2024
Fee structure
Percentage of AUM
Client types
  • Pension & Profit Sharing Plans100%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Penserra Global Investors LLC is an SEC-registered investment adviser organized as an LLC. The firm is classified as an institutional RIA and lists institutional clients as its client base, though its advisory activities include portfolio management for individuals, small businesses and for businesses or institutions. Penserra operates under a percentage-of-AUM fee model, acts as an other financial product salesperson, and is identified as a related adviser. The firm is not described as an active ESG investor, a multi-state adviser, a capital allocator or a pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 97%, Cash & Cash Equivalents 3%97%
  • Exchange Traded Equities97%
  • Cash & Cash Equivalents3%

Owners & executives

3 of 3
  • Lee Geiger

    Lee Geiger

    Chief Compliance OfficerCRD 1552293

  • Anthony Castelli

    Anthony Castelli

    Chief Compliance OfficerCRD 4409925

  • Jorge Madrigal

    Jorge Madrigal

    Founder and Chief Executive OfficerCRD 3204950

Contacts

3 of 5
  • Daniel Kim

    Daniel Kim

    Director and Senior Portfolio ManagerCRD 4550031

  • Amy Alba

    Amy Alba

    Operations AssociateCRD 7327672

  • Sean O'toole

    Sean O'toole

    AssociateCRD 6989605

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth