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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 82 | 86 | increased by4 |
| Apr 1, 2026 | AUM | $341,222,568 | $368,469,044 | increased by$27,246,476 |
| Apr 1, 2026 | Accounts | 578 | 616 | increased by38 |
| Dec 1, 2025 vs May 1, 2025 | Registration | APPROVED-120 | APPROVED | |
| Dec 1, 2025 vs May 1, 2025 | Employees | 1 | 3 | increased by2 |
| Dec 1, 2025 vs May 1, 2025 | Custody | No | Yes | |
| Dec 1, 2025 vs May 1, 2025 | AUM | $0 | $341,222,568 | increased by$341,222,568 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 0 | 578 | increased by578 |
| May 1, 2025 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PERSIMMON CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PERSIMMON CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.