PENSERRA GLOBAL INVESTORS LLC
SEC RegisteredAbout the firm
Penserra offers active investment management products through a diverse, employee-, and minority-owned boutique asset management subsidiary, Penserra Global Investors, based in Newport Beach, CA. Their purpose is to provide superior risk-adjusted returns by extending investment research beyond the financial statements.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Active investment management including concentrated portfolios of high-conviction investments focused on global small- and mid-caps, combining financial research with sustainability and ESG analysis, assessment of intangible assets such as human capital, proprietary thematic analysis, and active corporate engagement. Strategies include International Large Cap Sustainable Equity (launched 2019).
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Charitable Organizations | 1 | $96M |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
9 advisors in the directory
Regulatory & compliance
Data as of April 8, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PENSERRA GLOBAL INVESTORS LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.