Adviser Profile

As of Date 09/19/2024
Registration status Registration Changed to PENSERRA GLOBAL INVESTORS LLC
ADV Location ORINDA, CA, United States
Contact Info 800 xxxxxxx
Websites
AUM* 1,036,000
of that, discretionary 1,036,000
Number of Employees 12
of those in investment advisory functions 10
Private Fund GAV* 0
Avg Account Size 518,000
SMA’s No
Private Funds 0

Adviser Type

Client Types

- Corporations or other businesses not listed above
- Other

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees