PERSICO ASSET MANAGEMENT

PERSICO CAPITAL, LLC

CRD 121312

Corporate platformLLC

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$101.9M

Discretionary AUM

$96.3M

Team

1 total employees; 1 advisory reps

Clients

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-26

Disciplinary history

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Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

Type	Clients	AUM
Individuals	55	$10.4M
High net worth individuals	36	$87.7M
Pension/profit sharing plans	4	$3.6M
Charitable organizations	1	$195K
Corporations/business entities	1	$50K

All web addresses on file

Official SEC filing: View on IAPD