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PENSERRA CAPITAL MANAGEMENT LLC
4 Orinda Way
Suite 100-A
Orinda, California 94563
Tel: 800-456-8850
About PENSERRA CAPITAL MANAGEMENT LLC
PENSERRA CAPITAL MANAGEMENT LLC, formally registered with the SEC as PENSERRA CAPITAL MANAGEMENT LLC. The firm was established in 10/27/2014. They have over 3 offices throughout the country.
PENSERRA CAPITAL MANAGEMENT LLC is a Orinda, California based Financial Planning firm with nearly $11,400,000,000 assets under management, offering retirement planning & investment advisory services to 44 clients. The firm is staffed with 14 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 159042 |
| SEC# | 801-80466 |
| Assets Managed by Firm | $11,400,000,000 |
| No. of Clients | 44 |
| No. of Advisors | 14 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 44 | $11,400,000,000 |
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