Anthony Castelli
Anthony Castelli is a registered investment advisor at Penserra Global Investors LLC, based in Orinda, CA, with 24 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $96M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Penserra Global Investors' fees for investment management are based on a percentage of the assets they manage. The specific percentage depends on the services provided, the client's investment objectives and strategy (such as global equity or fixed income), the size of the account, and the type of investment vehicle (separately managed account, etc.). Fees are negotiable based on account size.
For both International Small Cap Equity and International Large Cap Equity Strategies, the fee ranges from 0.50% to 1.00%.
Location
4 Orinda Way, Suite 100-A, Orinda, CA, 94563
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Penserra Global Investors LLC
Penserra Capital Management LLC
Penserra Securities, LLCBroker
Previous Registrations
Cheevers & Company, LLCBroker
Penserra Transition Management LLC
Penserra Capital Management LLC
Rosenblatt Securities INC.Broker
Rosenblatt Securities INC.Broker
Lek Securities CorporationBroker
Joseph A. Sangimino, INC.Broker
Sangimino, Joseph aBroker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.