← Tributary

PENSERRA CAPITAL MANAGEMENT LLC

ORINDA, CA · CRD 159042 · IAPD ↗ · penserracapital.com · 800-456-8850

$17.50BRegulatory AUM
7Advisory reps
16Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

60
April 2026 — PENSERRA CAPITAL MANAGEMENT LLC reported RAUM up 52% ($11.50B -> $17.50B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
64
August 2024 — PENSERRA CAPITAL MANAGEMENT LLC reported RAUM up 71% ($6.71B -> $11.44B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
20
April 2024 — PENSERRA CAPITAL MANAGEMENT LLC changed its website from penserra.com to penserracapital.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.