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PENSERRA FINANCIAL VENTURES

Business and Investment Profile

The PENSERRA FINANCIAL VENTURES is a privately held investment adviser that advises $17.6Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. PENSERRA FINANCIAL VENTURES is a Public Fund A public fund manager is a manager whose >=75% of total assets under management are in public funds (broadly accessible, exchange-listed investment vehicles available to retail investors with typically low minimums and clear, widely available information) Manager. Assets increased by 232.68% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 11.77 years and is comprised of 3 filing and 0 relying advisers. They operate out of 4 office locations with their Headquarters at 4 ORINDA WAY SUITE 100-A, ORINDA, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.

Employee Profile

They have 30 employees comprised of 18 investment and 12 non-investment staff. The total number of Employees increased by 200% over the last 5-years.

Asset Profile

Their $17.6Bn in assets advised are owned by 0 private funds, 49 public funds and BDCs and 1 other account. Assets of Investment Companies (IC) clients own $17.5Bn or 99.44% of Total Assets and Pension and Profit Sharing Plans-Private own $96.18mn or 0.55% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 3 types of clients, top clients are Investment Companies (IC) and Pension and Profit Sharing Plans-Private.

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses fixed fees and management fees.

Sub-Advisers

PENSERRA FINANCIAL VENTURES names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: PENSERRA FINANCIAL VENTURES

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Keywords: Penserra Financial Ventures, Penserra Capital Management, Penserra Global Investors, Penserra Wealth Management, Penserra
Generated 2026-09-12T06:47:58.6538262.  © 2026 Convergence.