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Penserra Wealth Management
PENSERRA WEALTH MANAGEMENT is an SEC-registered investment adviser in ORINDA, CA, registered since 2024. The firm manages approximately $3 million in...
Penserra Wealth Management
PENSERRA WEALTH MANAGEMENT is an SEC-registered investment adviser in ORINDA, CA, registered since 2024. The firm manages approximately $3 million in regulatory assets. It has 2 employees and 1 investment adviser.
General information
Firm type
Multi Family Office
Frequently asked questions
Who runs investment decisions at Penserra Wealth Management?
Penserra Wealth Management's specific investment committee or lead portfolio managers are not named in public records. The firm is registered as an RIA, which implies a designated Chief Compliance Officer and at least one investment adviser representative, but no names are available.
What investment stages does Penserra Wealth Management typically target?
The firm allocates across liquid public markets (equities and fixed income) and alternative assets including private equity and real estate. It does not appear to focus on venture-stage or seed-stage investing, instead emphasizing diversified multi-asset portfolios.
Is Penserra Wealth Management structured as a single family office or a multi-family office?
Penserra operates as a multi-family office and registered investment advisor, serving multiple unrelated high-net-worth families. This distinguishes it from a single-family office serving one wealth origin.
Does Penserra Wealth Management participate in fund commitments or only direct deals?
The firm engages in both fund commitments (through mutual funds, ETFs, or pooled vehicles) and direct co-investments in private assets, per its RIA disclosure. However, specific deal-level examples are not publicly available.
Which sectors does Penserra Wealth Management explicitly avoid?
No public documentation indicates sector exclusions for Penserra. The firm's multi-family office model means client-specific preferences may vary, but a blanket avoidance list is not disclosed.
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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