Overview
Assets Under Management: $368 million
Headquarters: BLUE BELL, PA
High-Net-Worth Clients: 36
Average Client Assets: $7.5 million
Frequently Asked Questions
PERSIMMON CAPITAL MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #334563), PERSIMMON CAPITAL MANAGEMENT is subject to fiduciary duty under federal law.
PERSIMMON CAPITAL MANAGEMENT is headquartered in BLUE BELL, PA.
PERSIMMON CAPITAL MANAGEMENT serves 36 high-net-worth clients according to their SEC filing dated March 06, 2026. View client details ↓
According to their SEC Form ADV, PERSIMMON CAPITAL MANAGEMENT offers financial planning, portfolio management for individuals, portfolio management for businesses, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
PERSIMMON CAPITAL MANAGEMENT manages $368 million in client assets according to their SEC filing dated March 06, 2026.
According to their SEC Form ADV, PERSIMMON CAPITAL MANAGEMENT serves high-net-worth individuals, businesses, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.20%
Average Client Assets: $7.5 million
Total Client Accounts: 616
Discretionary Accounts: 616
Regulatory Filings
CRD Number: 334563
Filing ID: 2057958
Last Filing Date: 2026-03-06 16:56:24