Persimmon Capital Management is an SEC registered investment adviser organized as a limited partnership with a primary office location in Blue Bell, PA. Its latest Form ADV filing, dated March 6, 2026, reports $368M in regulatory assets under management, 3 employees, and 616 accounts.
Assets Under Management
$368M
Employees
3
Offices
--
Total Clients
86
Primary office
BLUE BELL, PA
1777 SENTRY PARKWAY WEST, VEVA 14, SUITE 102, BLUE BELL, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 57.0% of total clients.
Top client categories% of clientsClients
1
Individuals
57.0%
49
2
HNWI
41.9%
36
3
Investment Cos.
1.2%
1
Categories with <5 clients
Charitable Organizations<5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$368Mas of March 6, 2026
Discretionary100.0%
$368M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$368M
Total Accounts616
10Y AUM Change+$368M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee29:1
10Y Employee Change+2 (+200.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.