Penserra Capital Management LLC

Penserra Capital Management LLC (CRD# 159042) is a financial advisory firm headquartered in Orinda, CA. They manage $1,018,000,000 in 11 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,018
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $92,545,455
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")
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, IL, NY

Financial Advisors at Penserra Capital Management LLC
Showing 1 - 10 of 11 top financial advisors.
1
Dustin A. Lewellyn
CRD#: 4211012
4 Orinda Way, Suite 100-a, Orinda, CA 94563
96
Wealthminder
score

Dustin Lewellyn (CRD# 4211012) is an Investment Advisor Representative working at Penserra Capital Management LLC in Orinda, CA and has over 17 years of experience in the finance industry.

2
Zlatko Martinic
CRD#: 2879524
4 Orinda Way, Suite 100-a, Orinda, CA 94563
96
Wealthminder
score

Zlatko Martinic (CRD# 2879524) is an Investment Advisor Representative working at Penserra Capital Management LLC in Orinda, CA and has over 17 years of experience in the finance industry.

3
Ernesto D. Tong
CRD#: 5414392
4 Orinda Way, Suite 100-a, Orinda, CA 94563
96
Wealthminder
score

Ernesto Tong (CRD# 5414392) is an Investment Advisor Representative working at Penserra Capital Management LLC in Orinda, CA and has over 9 years of experience in the finance industry.

4
Robert A. Carr
CRD#: 1989111
4 Orinda Way, Suite 100-a, Orinda, CA 94563
93
Wealthminder
score

Robert Carr (CRD# 1989111) is an Investment Advisor Representative working at Penserra Capital Management LLC in Orinda, CA and has over 28 years of experience in the finance industry.

5
Anthony Castelli
CRD#: 4409925
4 Orinda Way, Suite 100-a, Orinda, CA 94563
93
Wealthminder
score

Anthony Castelli (CRD# 4409925) is an Investment Advisor Representative working at Penserra Capital Management LLC in Orinda, CA and has over 14 years of experience in the finance industry.

6
Connie M. Kreutzer
CRD#: 1061594
440 South Lasalle Street, Suite 710, Chicago, IL 60605
93
Wealthminder
score

Connie Kreutzer (CRD# 1061594) is an Investment Advisor Representative working at Penserra Capital Management LLC in Chicago, IL and has over 17 years of experience in the finance industry.

7
Stephen G. Lowden
CRD#: 2760233
4 Orinda Way, Suite 100-a, Orinda, CA 94563
93
Wealthminder
score

Stephen Lowden (CRD# 2760233) is an Investment Advisor Representative working at Penserra Capital Management LLC in Orinda, CA and has over 21 years of experience in the finance industry.

8
George Madrigal
CRD#: 3204950
4 Orinda Way, Suite 100-a, Orinda, CA 94563
93
Wealthminder
score

George Madrigal (CRD# 3204950) is an Investment Advisor Representative working at Penserra Capital Management LLC in Orinda, CA and has over 16 years of experience in the finance industry.

9
Kevin P. McLaverty
CRD#: 4479224
4 Orinda Way, Suite 100-a, Orinda, CA 94563
93
Wealthminder
score

Kevin McLaverty (CRD# 4479224) is an Investment Advisor Representative working at Penserra Capital Management LLC in Orinda, CA and has over 12 years of experience in the finance industry.

10
Keith R. Wilson
CRD#: 1133791
4 Orinda Way, Suite 100-a, Orinda, CA 94563
93
Wealthminder
score

Keith Wilson (CRD# 1133791) is an Investment Advisor Representative working at Penserra Capital Management LLC in Orinda, CA and has over 30 years of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.