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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...
Overview
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
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.
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.
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