PENSERRA CAPITAL MANAGEMENT LLC

ORINDA, California·2 registered advisors·CRD# 159042
SEC# 801-804662800-456-8850
01

Firm Overview

AUM
$11.4B
Regulatory assets under management
Employees
14
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (pooled investments)
Pension consulting
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Investment ManagementRetirement Planning
04

Advisors at PENSERRA CAPITAL MANAGEMENT LLC

2 registered advisors
Dustin Allen Lewellyn
ORINDA, California
CFA
Ernesto David Tong
ORINDA, California
CFA
05

Office Locations

ORINDA, California
2 advisors

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Data sourced from SEC Form ADV filings. PENSERRA CAPITAL MANAGEMENT LLC (CRD# 159042) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.