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 in FINTRX as an investment bank. The firm is SEC-registered (registration year 2008) and is owned through a mix of domestic-entity and individual ownership. The FINTRX snapshot indicates Penserra does not function as a capital allocator, is not flagged as an active ESG investor, and is not registered as a multi-state adviser or pension consultant.
Assets & Accounts
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 40
Kevin Mclaverty
Senior Vice PresidentCRD 4479224
Ernesto Tong
Managing DirectorCRD 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
Similar firms
Eastdil Secured Advisors LLC
Broker-DealerSanta Monica, CA
Rincon Securities Group LLC
Broker-DealerWestlake Village, CA
Global Digital Markets
Broker-DealerNewport Beach, CA
Ceiba Financial, LLC
Broker-DealerFullerton, CA
IM Global US Distributors LLC
Broker-DealerEl Segundo, CA
Gilmartin Financial
Broker-DealerLarkspur, CA