George
Madrigal

Penserra Capital Management LLC

CRD#3204950
Investment Advisor
in Orinda, CA

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About this Advisor

George Madrigal is a financial advisor operating out of Orinda, California with a total of 5 years of industry experience. Madrigal currently works for Penserra Capital Management LLC. Their career trajectory has included roles at Penserra Securities LLC, Penserra Capital Management, Cheevers & Company, LLC and Penserra Transition Management. Madrigal holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in California. Penserra Capital Management LLC is a registered investment firm headquartered in Orinda, CA. The company has offices in two locations and a total of 12 financial advisors. It handles $6 billion in total assets between its 42 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. Penserra Capital Management LLC performs a set of services, such as portfolio management for investment companies and portfolio management for pooled investment vehicles. Fees for financial management typically vary depending on which services are provided. However, fees charged by Penserra Capital Management LLC likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

4 Orinda Way Suite 100-A
Orinda, CA 94563

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Penserra Capital Management LLC Brokerage Details

Total Assets Under Management

$5,816,000,000

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

12

CA Average: 43
Total Number of Accounts

42

CA Average: 3,727
Average Account Size

$138,476,190

CA Average: $2,033,427

Investment Advisory Services

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

George Madrigal Work History

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

2016 - Present (8 years)

Cheevers & Company, LLC

2014 - Present (10 years)

Penserra Transition Management

2009 - Present (15 years)

Penserra Capital Management

2008 - Present (16 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 George Madrigal 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
Amy Alba
Orinda, CA
Dustin Lewellyn
Orinda, CA
Lee Geiger
Orinda, CA
George Madrigal
Orinda, CA
Anthony Castelli
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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