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Building 2PENSERRA GLOBAL INVESTORS LLC

Map pinORINDA, CA
Phone800-456-8850
NotebookSEC #801-131133
Total AUM
$96.2M
Employees
12
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4 ORINDA WAY
SUITE 100-A
ORINDA
CA 94563
United States
Operating Hours
5AM-2PM
Monday - Friday
Phone
800-456-8850
Other Offices
2

ReceiptFinancials

Total AUM
$96.2M
Accounts
5
Discretionary
$96.2M
Accounts
5
Non-Discretionary
$0
Accounts
0

ContactClients

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Pension/Profit Sharing Plan Clients
1
AUM
$96.2M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANY

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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