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 an LLC-form organization that FINTRX classifies as an investment bank. The firm appears on regulatory records as having been registered in 2008 and ownership is listed as both a domestic entity and an individual. FINTRX does not characterize the firm as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The dataset does not include details on Penserra’s client segments, fee schedules, specific business lines, or advisory activities. That absence, together with the investment-bank classification, indicates the firm’s primary public profile in FINTRX is transactional or intermediary in nature rather than as a manager reporting discretionary client assets.
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 5ANTHONY CASTELLI
Chief Compliance OfficerCRD 4409925
JORGE MADRIGAL
Founder and Chief Executive OfficerCRD 3204950
LEE GEIGER
Chief Compliance OfficerCRD 1552293
Contacts
3 of 38THOMAS SANDERS
Equity TraderCRD 1197876
TATYANA GRISHANINA
Operations AnalystCRD 7652907
MARK PETERSON
Senior Vice PresidentCRD 5680160
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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