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Katalin Osvath Gingold

PENSERRA GLOBAL INVESTORS LLC·ORINDA, California
Series 7, Series 55, Series 63Clean record4 years registeredPENSERRA GLOBAL INVESTORS LLC
4 ORINDA WAY, ORINDA, CA 94563CRD# 4352639Firm CRD# 174309

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Katalin Osvath Gingold · ORINDA, CA
Registration
CRD #4352639 · PENSERRA GLOBAL INVESTORS LLC · 4 years registered
Brand Profile
Not yet started
01

Career History

PENSERRA GLOBAL INVESTORS LLC
Nov 2021 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 55
Series 63
Registration record
First registered · November 17, 2021
Years registered · 4
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PENSERRA GLOBAL INVESTORS LLC
CRD 174309 · SEC 801-131133
AUM
$1M
Regulatory assets under management
Employees
12
2 client accounts
Services offered by PENSERRA GLOBAL INVESTORS LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at PENSERRA GLOBAL INVESTORS LLC →
Introduction

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05

Frequently Asked Questions

What services does Katalin Osvath Gingold offer?
Katalin Osvath Gingold specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ORINDA, California for a consultation.
What are Katalin Osvath Gingold's credentials?
Katalin Osvath Gingold is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Katalin Osvath Gingold located?
Katalin Osvath Gingold is based in ORINDA, California, working with PENSERRA GLOBAL INVESTORS LLC. Their office serves clients in the ORINDA metropolitan area and surrounding communities.
How does Katalin Osvath Gingold charge for services?
Katalin Osvath Gingold's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PENSERRA GLOBAL INVESTORS LLC?
PENSERRA GLOBAL INVESTORS LLC has approximately 12 employees and manages $1M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Egor Nickolaevich Rybakov
ORINDA, CA
Anthony Castelli
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