# Persico Asset Management

> Persico Asset Management is a state-registered investment advisory firm, registered since 2001, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 26, 2026.

- CRD: 121312
- Filed as: PERSICO ASSET MANAGEMENT
- Legal name: Persico Capital, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: February 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/121312
- AdvisorCensus page: https://advisorcensus.com/firm/persico-asset-management-121312

## Quick answers

**How is Persico Asset Management compensated?**
On its Form ADV (Item 5.E, October 2026), Persico Asset Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Persico Asset Management registered with the SEC or a state?**
Persico Asset Management is a state-registered investment advisory firm, registered since 2001. Status as filed: APPROVED. CRD 121312.

**How much does Persico Asset Management manage?**
Persico Asset Management reports $101,946,483 in regulatory assets under management in its Form ADV filing dated February 26, 2026 (94% discretionary).

**What types of clients does Persico Asset Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (55); high net worth individuals (36); pension and profit sharing plans (but not the plan participants or government pension plans) (4).

**Does Persico Asset Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/121312

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $101,946,483
- Discretionary: $96,333,203
- Non-discretionary: $5,613,280

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 55 | $10,390,271 |
| High net worth individuals | 36 | $87,706,243 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $3,604,157 |
| Charitable organizations | 1 | $195,462 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 1 | $50,350 |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2001 (25 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [persicocapital.com](https://persicocapital.com)
- Facebook @PersicoAssetManagement
- LinkedIn @j-christopher-persico-b95116205

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Persico Asset Management (CRD 121312): Form ADV filing data as of October 2026.