Lee
Geiger

Penserra Capital Management LLC

CRD#1552293
Investment Advisor
in Orinda, CA

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About this Advisor

Lee Geiger is a financial advisor based in Orinda, California, working with Penserra Capital Management LLC. Lee has previously held positions at Mobius Design, Inc and Screaming Eagle Trading, Inc. Lee has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California. Currently, Lee 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 and offers services including 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

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

Lee Geiger Work History

2008 - Present (16 years)

Mobius Design, Inc

2008 - Present (16 years)

Screaming Eagle Trading, Inc

Disclosures

Please visit the SEC profile of Lee Geiger 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

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

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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