PENSERRA CAPITAL MANAGEMENT LLC
Firm details
- Headquarters
- ORINDA, California
- CRD number
- 159042
- Registered since
- October 27, 2014
- Website
- penserra.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Penserra Capital Management LLC is an SEC-registered investment adviser organized as an LLC in 2014 that primarily serves institutional clients. The firm provides portfolio management for investment companies and is identified as having CPO/CTA business activities, suggesting involvement with pooled vehicles and commodity or futures-related advisory services alongside traditional equity management. Compensation is a mix of asset-based fees and fixed fees. The firm does not identify as an active ESG investor and is not labeled a multi-state adviser in the source 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
Owners & executives
3 of 4LEE GEIGER
Chief Compliance OfficerCRD 1552293
JORGE MADRIGAL
Founder and Chief Executive OfficerCRD 3204950
DUSTIN LEWELLYN
Chief Investment OfficerCRD 4211012
Contacts
3 of 5ERNESTO TONG
Managing DirectorCRD 5414392
Amy Alba
Operations AssociateCRD 7327672
Katherine Drury
Compliance OfficerCRD 7920456
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 73Active vs passive
$1.9B in ETFs
31%
$587M
61%
$1.3B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INNOVATOR US EQUITY POWER BUFFER ETF - APRIL (PAPR) | Innovator | Active | Options Trading | $67M | 1,683,208 | 3.58% |
Location
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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