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Penserra Global Investors LLC

● SEC registered since 2024CRD 174309SEC# 801-131133Orinda, CA
Export (members)
Reg. AUM
$2
Employees
12
Accounts
1
Location
Orinda, CA

About Penserra Global Investors

Penserra Global Investors is a diverse, employee- and minority-owned boutique manager specializing in bottom-up, concentrated international equity strategies. It takes a high-conviction, change-oriented approach with accountability checks designed to improve consistency of returns.
Summary based on the firm’s website.

Penserra Global Investors LLC assets under management

Penserra Global Investors LLC is an investment advisory firm registered with the SEC based in Orinda, CA. The firm has been registered since 2024. It reports $2 in regulatory assets under management and employs 12 people.

Penserra Global Investors LLC owners & executives

7 reported
NameTitleOwnershipSince
Anthony Nmn Castelli ControlChief Operating OfficerUnder 5%2014
Daniel Yung KimCo-Chief Investment Officer5-10%2026
George Nmn Madrigal ControlPresident And CeoUnder 5%2014
Katalin Osvath GingoldCo - Chief Investment Officer5-10%2021
Lee Wilson GeigerChief Compliance OfficerUnder 5%2024
Penserra Financial Ventures LLC ControlOwnerOver 75%2016
George Nmn Madrigal ControlPresident & Ceo25-50%2015

Frequently asked questions

How much does Penserra Global Investors LLC manage?

Penserra Global Investors LLC reports $2 in regulatory assets under management on its Form ADV.

How many employees does Penserra Global Investors LLC have?

Penserra Global Investors LLC reports 12 employees.

Where is Penserra Global Investors LLC located?

Penserra Global Investors LLC is based in Orinda, CA and has been SEC-registered since 2024.

Does Penserra Global Investors LLC disclose fund performance?

Penserra Global Investors 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)
CIK1664626
Discloses disciplinary historyNo

Regulatory AUM

$2▼ 100%
Mar '25 — $1MApr '25 — $1MMay '25 — $1MJun '25 — $1MJul '25 — $1MAug '25 — $1MSep '25 — $1MOct '25 — $1MNov '25 — $1MDec '25 — $1MJan '26 — $96.2MFeb '26 — $96.2MMar '26 — $96.2MApr '26 — $96.2MMay '26 — $96.2MJun '26 — $96.2MJul '26 — $96.2MAug '26 — $2Sep '26 — $2
Mar '25Form ADV, monthlySep '26

How this firm compares

Regulatory AUMTop 99%
Larger than 1% of 16,369 advisers
EmployeesTop 35%
More than 65% of 16,804 advisers

Assets under management

$2regulatory AUM
Discretionary $2