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 operating as a limited partnership and positioned as a capital allocator for both high-net-worth individuals/families and institutional clients. The firm charges fees as a percentage of assets under management and offers a broad set of advisory services: financial planning, discretionary portfolio management for individuals, small businesses, investment companies and other businesses or institutions, and the selection of third‑party advisers. Persimmon is not an ESG‑focused manager and reports itself as a single‑state adviser. The firm is structured to deliver customized portfolio solutions, leaning toward equity-centric allocations while using outside managers where specialized or illiquid strategies are required.