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PENSERRA CAPITAL MANAGEMENT LLC
CRD 159042File 801-80466
APPROVED
Filing as of Mar 10, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$17.50B
Top 10% of cohort (national)
Discretionary AUM
$17.50B
Clients
49
49 accounts
Employees
16
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Oct 27, 2014
- Principal office
- 4 ORINDA WAY, SUITE 100-A, ORINDA, CA, 94563
- Phone
- 800-456-8850
- Website
- https://penserra.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $17.50B
- Discretionary AUM
- $17.50B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 49
- Non-discretionary accounts
- 0
- Total accounts
- 49
- AUM per client
- $357.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 49 | $17.50B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for investment companies
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 44 | 49 | increased by5 |
| Apr 1, 2026 | AUM | $11,500,000,000 | $17,500,000,000 | increased by$6,000,000,000 |
| Apr 1, 2026 | Accounts | 44 | 49 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 16 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 39 | 44 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $5,885,000,000 | $11,500,000,000 | increased by$5,615,000,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 39 | 44 | increased by5 |
| Apr 1, 2022 | Clients | 23 | 39 | increased by16 |
| Apr 1, 2022 | AUM | $5,290,000,000 | $5,885,000,000 | increased by$595,000,000 |
| Apr 1, 2022 | Accounts | 23 | 39 | increased by16 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PENSERRA CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PENSERRA CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.