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 that launched regulatory registration in 2024 and operates as a limited liability company. The firm serves an institutional client base while also offering portfolio management for individuals, small businesses, and other institutions. Its business mix includes advisory portfolio management and activity as a salesperson of other financial products. Compensation is charged as a percentage of assets under management. Penserra reports that it is not an active ESG investor and identifies as a related adviser to other entities.
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 3LEE GEIGER
Chief Compliance OfficerCRD 1552293
ANTHONY CASTELLI
Chief Compliance OfficerCRD 4409925
JORGE MADRIGAL
Founder and Chief Executive OfficerCRD 3204950
Contacts
3 of 5Daniel 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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