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PERSIMMON CAPITAL MANAGEMENT
PERSIMMON CAPITAL MANAGEMENT, LP
CRD 334563 · SEC 801-131898
1777 SENTRY PARKWAY WEST, VEVA 14, SUITE 102, BLUE BELL, PA, 19422, United States
Phone
484-572-0500
Fax
215-283-0110
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$368.5M
Discretionary AUM
$368.5M
Team
3 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Partnership
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 49 | $18.8M |
| High net worth individuals | 36 | $269.7M |
| Investment companies | 1 | $46.5M |
States served
CA, CO, PA, WI
All web addresses on file
Official SEC filing: View on IAPD