Unclaimed Profile

Dustin Allen Lewellyn

PENSERRA CAPITAL MANAGEMENT LLC·ORINDA, California

SIE, Series 7, Series 24, Series 63, Series 66CFAClean record18 years registeredPENSERRA CAPITAL MANAGEMENT LLC

4 ORINDA WAY, ORINDA, CA 94563CRD# 4211012Firm CRD# 159042

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Dustin Allen Lewellyn · ORINDA, CA

Registration

CRD #4211012 · PENSERRA CAPITAL MANAGEMENT LLC · 18 years registered

Brand Profile

Not yet started

Career History

PENSERRA CAPITAL MANAGEMENT LLC

Jan 2018 – present

PENSERRA GLOBAL INVESTORS LLC

Jun 2019 – Apr 2022

ORINDA, CA

PENSERRA CAPITAL MANAGEMENT LLC

Apr 2015 – Dec 2017

ORINDA, CA

CHARLES SCHWAB & CO., INC.

Apr 2010 – Jul 2011

SAN FRANCISCO, CA

NORTHERN TRUST SECURITIES, INC

May 2008 – Jun 2009

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · May 8, 2008

Years registered · 18

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PENSERRA CAPITAL MANAGEMENT LLC

CRD 159042 · SEC 801-80466

AUM

$11.4B

Regulatory assets under management

Employees

51 client accounts

Services offered by PENSERRA CAPITAL MANAGEMENT LLC

Per Form ADV

Portfolio management (pooled investments)

Pension consulting

Client types served by the firm

Per Form ADV

Institutional Investors

Pension & Retirement Plans

View all advisors at PENSERRA CAPITAL MANAGEMENT LLC →

Introduction

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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 holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

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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