Dustin
Lewellyn

Penserra Capital Management LLC

CRD#4211012
Investment Advisor
in Orinda, CA

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About this Advisor

Dustin Lewellyn is a financial advisor based in Orinda, California, working with Penserra Capital Management LLC. Dustin has previously held positions at Golden Gate Investment Consulting, LLC, Penserra Securities LLC, and Penserra Capital Management. Dustin has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California. Currently, Dustin is part of Penserra Capital Management LLC, which operates out of Orinda, California. The firm has 2 offices and 13 employees. The firm manages assets totaling $6.7 billion. The services offered by the firm include portfolio management for investment companies and portfolio management for pooled investment vehicles. The fee structure at Penserra Capital Management LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Analyst

Services Offered

Portfolio management for investment companies, Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

4 Orinda Way Suite 100-A
Orinda, CA 94563

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Penserra Capital Management LLC Brokerage Details

Total Assets Under Management

$6,706,000,000

CA Average: $7,578,581,321
Total Number of Employees

13

CA Average: 43
Total Number of Accounts

39

CA Average: 3,727
Average Account Size

$171,948,718

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles

Dustin Lewellyn Work History

2012 - Present (13 years)

Penserra Capital Management

2011 - Present (14 years)

Penserra Securities LLC

2011 - 2016 (5 years)

Golden Gate Investment Consulting, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Dustin Lewellyn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Penserra Capital Management LLC

Kevin Mclaverty
Orinda, CA
Ernesto Tong
Orinda, CA
Christine Johanson
Orinda, CA
Connie Kreutzer
Chicago, IL
Amy Alba
Orinda, CA
Dustin Lewellyn
Orinda, CA
Lee Geiger
Orinda, CA
George Madrigal
Orinda, CA

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