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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