Katherine Drury is a registered investment advisor at Penserra Capital Management LLC, based in Orinda, CA, with 1 years of industry experience. Katherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 44 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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Fee Structure
Penserra Capital Management provides sub-advisory services to exchange traded funds (ETFs). Fees are based on a fixed minimum or a percentage of assets, depending on the services rendered, the client's investment objective and strategy, the size of the account, and other factors. The percentage of assets under management fee is negotiated. Annual per fund minimum fees for ETF sub-advisory services range from zero to $60,000 per fund.
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.
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Current Registrations
Penserra Capital Management LLC
State Registrations1 state
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