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PERSIMMON CAPITAL MANAGEMENT
Legal name: PERSIMMON CAPITAL MANAGEMENT, LP
CRD 334563File 801-131898
APPROVED
Retail clients
Custody
Filing as of Mar 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$368.5M
Below cohort median (national)
Discretionary AUM
$368.5M
Clients
86
616 accounts
Employees
3
Below cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Feb 4, 2025
- Principal office
- 1777 SENTRY PARKWAY WEST, VEVA 14, SUITE 102, BLUE BELL, PA, 19422
- Phone
- 484-572-0500
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $368.5M
- Discretionary AUM
- $368.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 616
- Non-discretionary accounts
- 0
- Total accounts
- 616
- AUM per client
- $4.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | Fewer than 5 | $9.0M |
| Investment companies | 1 | $46.5M |
| Charitable organizations | Fewer than 5 | $24.5M |
| High net worth individuals | 36 | $269.7M |
| Individuals (other than high net worth individuals) | 49 | $18.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.