Persimmon Capital Management
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
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Persimmon Capital Management is an independent, limited liability investment adviser that is registered with the SEC (registration year: 2025). The firm serves institutional clients and charges advisory fees as a percentage of assets under management. Its stated advisory activity is portfolio management for investment companies. Persimmon is owned by a combination of a domestic entity and an individual, and it does not present itself as a dedicated capital allocator. The firm is not identified as an active ESG investor and is not described as a multi-state adviser or pension consultant.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Blue Bell, PA
Montgomery
Location
Blue Bell, PA
Headquartered in Blue Bell, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Montgomery
- Address
- 1777 Sentry Pkwy W
- Time zone
- ET (UTC-5)
- Office locations
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