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Dustin Allen Lewellyn

PENSERRA CAPITAL MANAGEMENT LLC·ORINDA, California
Unclaimed Profile
4 ORINDA WAY, ORINDA, CA 94563CRD# 4211012Firm CRD# 159042
01

About

Dustin Allen Lewellyn is a registered financial advisor based in ORINDA, California, affiliated with PENSERRA CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
PENSERRA CAPITAL MANAGEMENT LLC
PENSERRA CAPITAL MANAGEMENT LLC
AUM
$11.4B
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at PENSERRA CAPITAL MANAGEMENT LLC →
Services
Portfolio management (pooled investments)
Pension consulting
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4211012
Firm CRD# 159042
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Dustin Allen Lewellyn offer?
Dustin Allen Lewellyn specializes in Investment Management, Retirement Planning. Contact their office in ORINDA, California for a consultation.
What are Dustin Allen Lewellyn's credentials?
Dustin Allen Lewellyn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dustin Allen Lewellyn located?
Dustin Allen Lewellyn is based in ORINDA, California, working with PENSERRA CAPITAL MANAGEMENT LLC. Their office serves clients in the ORINDA metropolitan area and surrounding communities.
How does Dustin Allen Lewellyn charge for services?
Dustin Allen Lewellyn's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PENSERRA CAPITAL MANAGEMENT LLC?
PENSERRA CAPITAL MANAGEMENT LLC has approximately 14 employees and manages $11.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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