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Penserra Securities LLC
Penserra Securities LLC was founded in 2007 and provides institutional financial services to asset managers, corporations, banks, foundations, and...
Penserra Securities LLC
Penserra Securities LLC was founded in 2007 and provides institutional financial services to asset managers, corporations, banks, foundations, and retirement systems. The firm holds offices in New York, Chicago, Orinda, and Newport Beach, with its headquarters in New York, NY. Strategy and deployment span multiple asset classes including global equity trading, fixed income trading, equity exchange, investment banking, ETF sub-advising, and active investment management. Penserra also operates a subsidiary, Penserra Global Investors, based in Newport Beach. The firm does not publicly disclose a list of portfolio companies or specific deals, and it remains unclear how capital is deployed across direct investments versus fund commitments. While Penserra does not publicize team size, the firm named Daniel Kim as Senior Portfolio Manager of Penserra Global Investors effective April 6, 2026 (per Penserra website, April 2026). The firm has also been recognized by Pensions & Investments as a Best Place to Work in Money Management in 2025. Penserra differentiates structurally through its breadth of service lines under one roof — combining trading, investment banking, ETF services, and active management — a model that is less common among traditional family offices or pure asset managers. However, the firm does not publicly disclose ownership structure or wealth origin limiting external visibility into its ultimate capital base.
General information
Firm type
Asset Manager
Year founded
2007
AUM
Undisclosed
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
Frequently asked questions
Who runs investment decisions at Penserra?
Penserra does not publicly name a single chief investment officer or managing principal. In April 2026, the firm hired Daniel Kim as Senior Portfolio Manager of Penserra Global Investors, suggesting he oversees a portion of the firm's active investment management activities (per Penserra website, April 2026).
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.
Is Penserra structured as a single family office or does it operate more like an asset manager?
Penserra is structured as an institutional financial services firm, not a family office. It provides execution, advisory, and investment services to third-party clients including asset managers, corporations, and retirement systems.
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.
What investment stages does Penserra typically target?
Penserra's active investment management arm, Penserra Global Investors, does not disclose its target stages. The firm's broader services cover trading across public markets, which suggests a focus on liquid securities rather than private equity or venture capital.
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.
Where does the underlying wealth come from?
Penserra does not disclose any wealth origin or ultimate ownership structure. The firm is not publicly linked to any single individual or family.
Profile maintained by Altss 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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