Asset Manager

Updated:

Penserra Securities LLC

Penserra provides innovative and insightful institutional financial services for the largest & most sophisticated asset management firms, corporations,...

Penserra Securities LLC

Penserra provides innovative and insightful institutional financial services for the largest & most sophisticated asset management firms, corporations, banking institutions, foundations, & retirement systems. Penserra holds to the conviction that there is a different way for an investment firm to create value.

General information

Firm type

Asset Manager

Year founded

2007

Location

Region

North America

Country

United States

City

New York

Corporate office

New York, NY, United States

Additional offices

Orinda, CA · Chicago, IL · Newport Beach, CA

Principals

Daniel Kim

Senior Portfolio Manager of Penserra Global Investors

Velina Tchakarova

Webinar Speaker - Navigating Geopolitical Volatility

Sector focus

FinTechInvestment BankingETF Sub-AdvisingFixed IncomeEquity Trading

Frequently asked questions

How does Penserra source proprietary deal flow?

The firm does not publicly describe its sourcing model. Its website emphasizes customer service and institutional relationships, but no details on proprietary deal sourcing or network advantages are disclosed.

Does Penserra participate in fund commitments or only direct deals?

Penserra's public materials do not specify whether the firm makes fund commitments or engages in direct investments. Its service offerings include equity and fixed income trading, equity exchange, investment banking, and ETF sub-advising.

Which sectors does Penserra explicitly avoid?

Penserra does not publish any sector exclusion list. Its public materials focus on broad institutional financial services without specifying sectors it avoids.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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