Connie
Kreutzer

Penserra Capital Management LLC

CRD#1061594
Investment Advisor
in Chicago, IL

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About this Advisor

Connie Kreutzer is a financial advisor based out of Chicago, Illinois with 5 years of industry experience. Kreutzer is on the advisory team at Penserra Capital Management LLC. They have spent their complete employment at Penserra Capital Management Llc. Kreutzer maintains Series 63 and Series 66 licenses, certifying them as a securities representative, and is approved to advise clients in California. Penserra Capital Management LLC is an advisory firm based in Orinda, CA. The investment advisory business has offices in two locations and a total of 12 people on staff. It administers $6 billion in total assets between its 42 accounts, making it one of the largest investment advisory firms in the nation by assets under management. Penserra Capital Management LLC offers a few services, such as portfolio management for investment companies and portfolio management for pooled investment vehicles. A financial advisor's fees largely vary depending on which services are provided. However, fees charged by Penserra Capital Management LLC most likely include some combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

5 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

440 South Lasalle Street Suite 710
Chicago, IL 60605

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Penserra Capital Management LLC Brokerage Details

Total Assets Under Management

$5,816,000,000

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

12

IL Average: 43
Total Number of Accounts

42

IL Average: 3,727
Average Account Size

$138,476,190

IL Average: $2,033,427

Investment Advisory Services

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

Connie Kreutzer Work History

Connie has been registered as a financial advisor for 5 years.*

2012 - Present (12 years)

Penserra Securities LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Connie Kreutzer 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
Connie Kreutzer
Chicago, IL
Christine Johanson
Orinda, CA
Dustin Lewellyn
Orinda, CA
Amy Alba
Orinda, CA
Lee Geiger
Orinda, CA
Anthony Castelli
Orinda, CA
George Madrigal
Orinda, CA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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