Anthony Castelli, financial advisor Orinda CA

Anthony Castelli

CRD Number: 4409925
Current Firm: Penserra Capital Management LLC

Anthony Castelli (CRD# 4409925) is an Investment Advisor Representative working at Penserra Capital Management LLC in Orinda, CA and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Penserra Transition Management New York, NY Sep 2014 - Current 9
Penserra Capital Management New York, NY Aug 2011 - Current 12
Penserra Securities LLC New York, NY Feb 2008 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2004
S65 NASAA Investment Advisors Law Examination Nov 2011
Contact Info for Anthony N. Castelli
Phone Number: 800-456-8850
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    6,706
    MILLIONS
  • Total Number of Accounts
    39
    ACCOUNTS
  • Average Account Value
    $171,948,718
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

CA, NY

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