Penserra Wealth Management

Overview

Penserra Wealth Management is an independent, SEC-registered registered investment adviser that provides fee-based wealth management and financial planning to individual and family clients. The firm charges a percentage-of-AUM fee and lists financial planning and portfolio management for individuals, small businesses, and institutional/business clients among its advisory services. It does not position itself as a capital allocator; however, the firm is related to at least one other adviser and maintains affiliations with broker-dealer and commodity pool operator/commodity trading advisor (CPO/CTA) activities according to its filings. Penserra does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices