Overview
Assets Under Management: $218 million
Headquarters: BLUE BELL, PA
High-Net-Worth Clients: 19
Average Client Assets: $6.6 million
Frequently Asked Questions
PERSIMMON CAPITAL MANAGEMENT LP 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 #108107), PERSIMMON CAPITAL MANAGEMENT LP is subject to fiduciary duty under federal law.
PERSIMMON CAPITAL MANAGEMENT LP is headquartered in BLUE BELL, PA.
PERSIMMON CAPITAL MANAGEMENT LP serves 19 high-net-worth clients according to their SEC filing dated November 20, 2018. View client details ↓
According to their SEC Form ADV, PERSIMMON CAPITAL MANAGEMENT LP offers financial planning, portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
PERSIMMON CAPITAL MANAGEMENT LP manages $218 million in client assets according to their SEC filing dated November 20, 2018.
According to their SEC Form ADV, PERSIMMON CAPITAL MANAGEMENT LP serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 19
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.24%
Average Client Assets: $6.6 million
Total Client Accounts: 94
Discretionary Accounts: 39
Non-Discretionary Accounts: 55
Regulatory Filings
CRD Number: 108107
Filing ID: 1252827
Last Filing Date: 2018-11-20 12:29:00