Penserra Securities, LLC
Firm details
- Headquarters
- Orinda, California
- CRD number
- 145994
- Registered since
- April 30, 2008
- Website
- penserra.com
Firm profile
FINTRXOverview
Penserra Securities, LLC is organized as a limited liability company and is classified as an investment bank. Ownership is listed as a combination of a domestic entity and an individual; the firm is not identified as a capital allocator. Public disclosures provided in the source are limited: fields for client base, fee structure, business activities and advisory activities were not supplied. The snapshot flags several operational characteristics: the firm is not identified as an active ESG investor, it is not a multi-state adviser, it is not a newly formed adviser, and it does not report acting as a pension consultant or related adviser. The firm also did not provide information on activities and affiliations in the materials reviewed.
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 5
Anthony Castelli
Chief Compliance OfficerCRD 4409925

Dustin Lewellyn
Chief Investment OfficerCRD 4211012
Jorge Madrigal
Founder and Chief Executive OfficerCRD 3204950
Contacts
3 of 41
Kevin Mclaverty
Senior Vice PresidentCRD 4479224

Ernesto Tong
Managing Director, Portfolio ManagerCRD 5414392

Brian Fader
Managing DirectorCRD 709242
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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