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 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
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
Lee Geiger
Chief Compliance OfficerCRD 1552293

Anthony Castelli
Chief Compliance OfficerCRD 4409925
Jorge Madrigal
Founder and Chief Executive OfficerCRD 3204950
Contacts
3 of 5
Daniel Kim
Director and Senior Portfolio ManagerCRD 4550031

Amy Alba
Operations AssociateCRD 7327672

Sean O'toole
AssociateCRD 6989605
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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