Penserra Capital Management LLC

Penserra Capital Management LLC (CRD# 159042) is a financial advisory firm headquartered in Orinda, CA. They manage $6,706,000,000 in 39 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    6,706
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

CA, NY

Financial Advisors at Penserra Capital Management LLC
Showing 1 - 9 of 9 top financial advisors.
1
Anthony N. Castelli
CRD#: 4409925
4 Orinda Way, Suite 100-a, Orinda, CA 94563

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.

2
Connie M. Kreutzer
CRD#: 1061594
425 South Financial Place, Suite 3410, Chicago, IL 60605

Connie Kreutzer (CRD# 1061594) is an Investment Advisor Representative working at Penserra Capital Management LLC in Chicago, IL and has over 23 years of experience in the finance industry.

3
Dustin A. Lewellyn
CRD#: 4211012
4 Orinda Way, Suite 100-a, Orinda, CA 94563

Dustin Lewellyn (CRD# 4211012) is an Investment Advisor Representative working at Penserra Capital Management LLC in Orinda, CA and has over 23 years of experience in the finance industry.

4
George N. Madrigal
CRD#: 3204950
4 Orinda Way, Suite 100-a, Orinda, CA 94563

George Madrigal (CRD# 3204950) is an Investment Advisor Representative working at Penserra Capital Management LLC in Orinda, CA and has over 22 years of experience in the finance industry.

5
Kevin P. McLaverty
CRD#: 4479224
4 Orinda Way, Suite 100-a, Orinda, CA 94563

Kevin McLaverty (CRD# 4479224) is an Investment Advisor Representative working at Penserra Capital Management LLC in Orinda, CA and has over 18 years of experience in the finance industry.

6
Ernesto D. Tong
CRD#: 5414392
4 Orinda Way, Suite 100-a, Orinda, CA 94563

Ernesto Tong (CRD# 5414392) is an Investment Advisor Representative working at Penserra Capital Management LLC in Orinda, CA and has over 15 years of experience in the finance industry.

7
Amy Alba
CRD#: 7327672
4 Orinda Way, Suite 100-a, Orinda, CA 94563

Amy Alba (CRD# 7327672) is an Investment Advisor Representative working at Penserra Capital Management LLC in Orinda, CA and has 1 year of experience in the finance industry.

8
Lee W. Geiger
CRD#: 1552293
4 Orinda Way, Suite 100-a, Orinda, CA 94563

Lee Geiger (CRD# 1552293) is an Investment Advisor Representative working at Penserra Capital Management LLC in Orinda, CA and has over 37 years of experience in the finance industry.

9
Christine M. Johanson
CRD#: 6145920
4 Orinda Way, Suite 100-a, Orinda, CA 94563

Christine Johanson (CRD# 6145920) is an Investment Advisor Representative working at Penserra Capital Management LLC in Orinda, CA and has over 11 years of experience in the finance industry.

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