Penserra Global Investors LLC

RIASEC RegisteredEst. 2024
Total AUM
$2
Discretionary
$2
100% of AUM
Avg account
$2
Accounts
1
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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

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
  • Anthony Castelli

    Anthony Castelli

    Chief Compliance OfficerCRD 4409925

  • Jorge Madrigal

    Jorge Madrigal

    Founder and Chief Executive OfficerCRD 3204950

  • Lee Geiger

    Lee Geiger

    Chief Compliance OfficerCRD 1552293

Contacts

3 of 5
  • Kevin Mclaverty

    Kevin Mclaverty

    Senior Vice PresidentCRD 4479224

  • Sean O'toole

    Sean O'toole

    AssociateCRD 6989605

  • Daniel Kim

    Daniel Kim

    Director and Senior Portfolio ManagerCRD 4550031

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