Penserra Securities, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
46
Avg account
$0

Firm details

Headquarters
Orinda, California
CRD number
145994
Registered since
April 30, 2008

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 5
  • Anthony Castelli

    Anthony Castelli

    Chief Compliance OfficerCRD 4409925

  • Dustin Lewellyn

    Dustin Lewellyn

    Chief Investment OfficerCRD 4211012

  • Jorge Madrigal

    Jorge Madrigal

    Founder and Chief Executive OfficerCRD 3204950

Unlock 2 more executives →

Contacts

3 of 41
  • Kevin Mclaverty

    Kevin Mclaverty

    Senior Vice PresidentCRD 4479224

  • Ernesto Tong

    Ernesto Tong

    Managing Director, Portfolio ManagerCRD 5414392

  • Brian Fader

    Brian Fader

    Managing DirectorCRD 709242

Unlock 38 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth