Career
Jorge Madrigal has been President and CEO of Penserra Capital Management since August 2009. Jorge Madrigal is a control person of the firm and directly owns under 5% of it. Jorge Madrigal holds an M.B.A. from Columbia University, an M.B.A. from the University of California, Berkeley and a B.S. from California State University, Fullerton.
Penserra Capital Management LLC is an Orinda, CA firm with $17.5B under management, 49 clients and 7 advisers across 3 offices, as of its March 2026 filing.
Jorge (“George”) Madrigal founded Penserra and has served as its chief executive officer since June 2007. Before founding Penserra, he spent fourteen years at Barclays Global Investors in senior roles, including head of transition management and senior portfolio manager, and earlier worked in finance roles at Baxter International and Conagra.
- Penserra Wealth ManagementAlso current– present · under a yearOrinda, CA · Adviser representative · Firm CRD 333218
- Penserra Global Investors LLCAlso current– present · 8 yearsOrinda, CA · Adviser representative · Firm CRD 174309
- – present · 8 yearsOrinda, CA · Adviser representative · Firm CRD 159042
- Penserra Transition Management LLC– · 1 yearOrinda, CA · Adviser representative · Firm CRD 174309
Credentials and registrations
Professional designations
Listed by Penserra Capital Management and the sources below
- Series 7, 24, 27, 63, 65, 99 and SIE registrations
Investment adviser representative registrations
| State | Status | Since |
|---|---|---|
| California | Approved | 4 January 2018 |
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| Series 27 | Financial and Operations Principal Examination | 26 October 2020 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 25 March 2016 |
| Series 24 | General Securities Principal Examination | 23 December 2002 |
| Series 3 | National Commodity Futures Examination | 20 September 2001 |
| Series 63 | Uniform Securities Agent State Law Examination | 11 May 2001 |
| Series 7 | General Securities Representative Examination | 5 May 2001 |
- Name
- Operations Professional Examination
- Name
- Financial and Operations Principal Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- National Commodity Futures Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Jorge Madrigal
- CRD
- 3204950
- Office
- 4 ORINDA WAY, SUITE 100-A, Orinda, CA 94563
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Jorge Madrigal work?
Jorge Madrigal has been President and CEO of Penserra Capital Management LLC since August 2009, and is a control person of the firm.
Is Jorge Madrigal a financial advisor?
Yes. Jorge Madrigal has a current investment-adviser registration in California, through Penserra Capital Management since January 2018.
How many years of experience does Jorge Madrigal have?
Jorge Madrigal has 25 years in the financial industry, since July 2001, across 3 adviser firms.
What exams has Jorge Madrigal passed?
Jorge Madrigal has passed 7 licensing exams: the Series 7, Series 63, Series 3, Series 24, Series 65, Series 27 and Series 99TO. The earliest, the Series 7, was passed in May 2001. FINRA credited Jorge Madrigal with the SIE, which began in October 2018.
Where did Jorge Madrigal work before Penserra Capital Management?
Before Penserra Capital Management, Jorge Madrigal was registered through Penserra Transition Management LLC, May 2016 to December 2017.
Where is Jorge Madrigal based?
Jorge Madrigal’s registered office is in Orinda, CA.