Penserra | Competitive Intelligence Profile
Penserra is an institutional financial services firm founded in 2007, headquartered in Orinda, CA with offices in New York, Chicago,...
Penserra is an institutional financial services firm founded in 2007, headquartered in Orinda, CA with offices in New York, Chicago, and the San Francisco Bay Area. It provides services including Global Equity Trading, Fixed Income Trading, Investment Banking, ETF Sub-Advising, Transition Management, and Equity Research to large asset management firms, corporations, banking institutions, foundations, and retirement systems. Penserra is a certified Minority-Owned Business Enterprise (MBE) and operates as a full-service broker-dealer through Penserra Securities LLC.
🛍️ Penserra Product and Pricing Intelligence →
📅 Penserra Event Participations →
⚖️ Penserra Regulatory Intelligence →
👔 Penserra Management and Leadership Team →
⚔️ Penserra Alternatives and Competitors →
💼 Penserra Hiring and Layoffs →
🤝 Penserra Partnerships, Clients and Vendors →
📈 Penserra Financial Performance, Fundraising, M&A →
🛍️ Penserra Product and Pricing Intelligence
Leverage product insights to define key product development milestones, guide go-to-market planning, build a robust product-market fit matrix, and perform in-depth SWOT analyses.
Harness pricing intelligence to support strategic pricing decisions, conduct competitive pricing analysis, and craft effective differential pricing strategies.
- Penserra Capital Management sub-advises the Hexis Active Nicotine Engagement ETF (NICO), which launched on May 6, 2026, with a 0.70% management fee.
- Penserra co-manages the Amplify Tokenization Technology ETF, launched by Amplify Investments LLC.
- Craig Gougis, a broker with Emerson Equity LLC and an investment adviser representative with Penserra Wealth Management, has two customer disputes and six judgment/lien disclosures on his FINRA BrokerCheck report as of April 16, 2026.
📅 Penserra Event Participations
Stay updated on where your competitors are showing up—industry conferences, webinars, podcasts, and speaking engagements—to gauge their messaging, target audiences, and strategic focus. Discover how they’re positioning themselves in the market, what narratives they’re pushing, and which partnerships they’re cultivating. Use this intelligence to refine your own positioning, identify missed opportunities, and stay top-of-mind in your industry.
- Penserra will ring the Opening Bell at CBOE Global Markets on May 12, 2026.
- Penserra hosts a networking event for investment professionals on May 7.
- Penserra Investment Banking will host Velina Tchakarova for a webinar on navigating geopolitical volatility on May 19, 2026.
⚖️ Penserra Regulatory Intelligence
Monitor critical regulatory events—such as issued or revoked licenses, lawsuits, investigations, and court rulings—to understand the compliance posture and legal exposure of your rivals. Spot early warning signs of operational risk, delays, or reputational damage, and use these insights to fine-tune your market strategy, mitigate your own risk, or capitalize on competitor setbacks.
👔 Penserra Management and Leadership Team
Understand who’s steering your competitors by tracking changes in their management and leadership teams. Gain insights into strategic direction, leadership style, and organizational priorities based on executive backgrounds and hiring trends. Use this knowledge to anticipate competitive moves, tailor your sales or partnership approach, and benchmark against industry leaders.
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President and CEO
[email protected] -
Managing Director[email protected]
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Managing Director, Portfolio Manager[email protected]
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Managing Director[email protected]
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Managing Director[email protected]
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Managing Director
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Managing Director
⚔️ Penserra Alternatives and Competitors
Identify the competitors of your competitors to uncover indirect threats, emerging disruptors, and untapped opportunities. Understand the broader competitive ecosystem, spot white space in the market, and gain strategic context that helps you position more effectively. These insights sharpen your market intelligence and reveal angles others often overlook.
- Direct Access Partners |
- WallachBeth Capital |
- Rosenblatt Securities |
- Triad Securities |
- Wellington Management |
- Morgan Stanley |
- JP Morgan Chase |
- Goldman Sachs |
- BlackRock |
- T. Rowe Price |
- J.P. Morgan |
- ステート・ストリート・グローバル
💼 Penserra Hiring and Layoffs
Track key workforce changes—new hires, leadership shifts, and layoffs—to spot strategic organizational moves. Identify rising competitors, uncover shifts in company direction, and seize opportunities to attract top talent or engage new decision-makers. Use these insights to refine your recruitment strategy and build stronger business relationships.
- Penserra hired Daniel Kim, CFA, as a Senior Portfolio Manager for its active investment management team.
🤝 Penserra Partnerships, Clients and Vendors
Monitor new partnerships, client wins, and vendor relationships to understand where your competitors are gaining traction. Spot emerging alliances, evaluate ecosystem shifts, and identify potential partners or prospects early. These insights help you refine your sales strategy, anticipate market movements, and stay one step ahead in a dynamic competitive landscape.
📈 Penserra Financial Performance, Fundraising, M&A
Track competitors’ financial performance, fundraising rounds, and M&A activity to assess their growth trajectory and strategic focus. Uncover signals of expansion, market entry, or consolidation, and benchmark your position accordingly. Use these insights to inform investor conversations, identify acquisition opportunities, and fine-tune your competitive strategy.
- Penserra Securities LLC acted as a co-manager in Ally Financial's $1.00B offering of 7.10% Series D perpetual preferred stock.
- Penserra Capital Management LLC increased its stake in Gilat Satellite Networks by 831.1% in the third quarter, now holding 1,193,094 shares valued at $15,533,000.
- Penserra Capital Management LLC increased its stake in Monolithic Power Systems by 88.9% in the third quarter, now owning 2,191 shares valued at $2,016,000.
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