Home
Financial Advisor
California
Orinda
PENSERRA CAPITAL MANAGEMENT LLC

PENSERRA CAPITAL MANAGEMENT LLC

Tel: 800-456-8850 4 Orinda Way Suite 100-A Orinda, California 94563

About PENSERRA CAPITAL MANAGEMENT LLC

PENSERRA CAPITAL MANAGEMENT LLC is a Orinda, California based financial advisory firm with nearly $11,400,000,000 in assets under management and provides investment advisory services for 44 clients. There are currently 14 financial advisors at the firm.

General Information
Firm CRD#:

159042

Firm SEC#:

801-80466

Assets Under Management:

$11,400,000,000

No. of Clients:

44

Advisory Services Provided:

Portfolio management for investment companies
Portfolio management for pooled investment vehicles

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in California?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in California, Orinda

FirmCRD#:165941
SEC#:801-88209
No. of Advisors:63
No. of Clients:47
AUM:$9,506,156,499
FirmCRD#:105562
SEC#:801-17866
No. of Advisors:5
No. of Clients:90
AUM:$1,617,535,770
FirmCRD#:283397
SEC#:801-108352
No. of Advisors:4
No. of Clients:15
AUM:$1,188,300,846
FirmCRD#:148242
SEC#:801-69552
No. of Advisors:10
No. of Clients:632
AUM:$926,337,523
FirmCRD#:110656
SEC#:801-50572
No. of Advisors:2
No. of Clients:10
AUM:$122,892,101
FirmCRD#:107863
SEC#:801-131994
No. of Advisors:2
No. of Clients:72
AUM:$110,730,355
FirmCRD#:174309
SEC#:801-131133
No. of Advisors:12
No. of Clients:2
AUM:$1,036,000
FirmCRD#:333218
SEC#:801-131343
No. of Advisors:2
No. of Clients:Not Disclosed
AUM:$0

WiserAdvisor
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.
Home
FAQs
Advisor Program
Affiliate Program
Privacy Policy
Terms & Conditions
Disclosure
© Copyright 2026 WiserAdvisor.com. All Rights Reserved.