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PENSERRA GLOBAL INVESTORS LLC

CRD 174309File 801-131133
APPROVED
Filing as of May 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$96.2M
Bottom 25% of cohort (national)
Discretionary AUM
$96.2M
Clients
1
5 accounts
Employees
12
Bottom 25% of cohort in CA

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
SFRO
Registration date
Sep 17, 2024
Principal office
4 ORINDA WAY, SUITE 100-A, ORINDA, CA, 94563
Phone
800-456-8850

Assets & accounts

ADV Item 5F
Total regulatory AUM
$96.2M
Discretionary AUM
$96.2M
Non-discretionary AUM
$0
Discretionary accounts
5
Non-discretionary accounts
0
Total accounts
5
AUM per client
$96.2M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pension and profit sharing plansFewer than 5$96.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

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

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.