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Penserra Capital Management LLC

● SEC registered since 2014CRD 159042SEC# 801-80466Orinda, CA
Export (members)
Reg. AUM
$17.5B
Employees
16
Accounts
49
Location
Orinda, CA

Penserra Capital Management LLC assets under management

Penserra Capital Management LLC operates as an SEC-registered investment adviser based in Orinda, CA. The firm has been registered since 2014. It reports $17.5 billion in regulatory assets under management and employs 16 people.
penserracapital.comView on SEC.gov ↗

Penserra Capital Management LLC owners & executives

8 reported
NameTitleOwnershipSince
Anthony Nmn Castelli ControlChief Operating OfficerUnder 5%2011
Dustin Allen Lewellyn ControlChief Investment OfficerUnder 5%2014
Ernesto David TongManaging DirectorUnder 5%2016
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Frequently asked questions

How much does Penserra Capital Management LLC manage?

Penserra Capital Management LLC reports $17.5 billion in regulatory assets under management on its Form ADV.

How many employees does Penserra Capital Management LLC have?

Penserra Capital Management LLC reports 16 employees.

Where is Penserra Capital Management LLC located?

Penserra Capital Management LLC is based in Orinda, CA and has been SEC-registered since 2014.

Does Penserra Capital Management LLC disclose fund performance?

Penserra Capital Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4 Orinda Way, Suite 100-A, Orinda, CA 94563
Phone800-456-8850
Fax866-340-8584
Office hours5a.m.-2p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1593324
Discloses disciplinary historyNo

Regulatory AUM

$17.5B▲ 54%
Jan '25 — $11.4BFeb '25 — $11.4BMar '25 — $11.5BApr '25 — $11.5BMay '25 — $11.5BJun '25 — $11.5BJul '25 — $11.5BAug '25 — $11.5BSep '25 — $11.5BOct '25 — $11.5BNov '25 — $11.5BDec '25 — $11.5BJan '26 — $11.5BFeb '26 — $11.5BMar '26 — $17.5BApr '26 — $17.5BMay '26 — $17.5BJun '26 — $17.5B
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 6%
Larger than 94% of 16,271 advisers
EmployeesTop 29%
More than 71% of 16,825 advisers

Assets under management

$17.5Bregulatory AUM
Discretionary $17.5B