Persimmon Capital Management

RIASEC RegisteredEst. 2025

Total AUM

$368M

Discretionary

$368M

100% of AUM

Avg account

$598K

Accounts

616

Employees

Advisory reps

Firm details

Headquarters: Blue Bell, Pennsylvania
CRD number: 334563
Registered since: February 4, 2025
Website: www.persimmoncapital.com
Custodians: PERSHING LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI73.2%
Investment Companies12.61%
Charitable Organizations6.64%
Individuals5.12%
Insurance Companies2.44%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Persimmon Capital Management is an independent registered investment adviser organized as a limited partnership and noted as SEC-registered in 2025. The firm serves both individual and family clients as well as institutional investors and charges fees based on a percentage of assets under management. Its advisory offerings include financial planning, portfolio management for individuals, small businesses, institutions and investment companies, and the selection of third‑party advisers. Persimmon describes itself as a capital allocator and is not identified as an active ESG investor.