AdvisorCensus / Financial advisors / Pennsylvania / Philadelphia / Persimmon Capital Management
Persimmon Capital Management
Filed as PERSIMMON CAPITAL MANAGEMENT · Legal name Persimmon Capital Management, LP
Persimmon Capital Management is an SEC-registered investment advisory firm in Blue Bell, PA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 6, 2026.
Quick answers
From the filingHow is Persimmon Capital Management compensated?
On its Form ADV (Item 5.E, October 2026), Persimmon Capital Management reports these compensation arrangements: a percentage of assets under its management.
Where is Persimmon Capital Management located?
Persimmon Capital Management's principal office is in Blue Bell, PA, according to its Form ADV.
Is Persimmon Capital Management registered with the SEC or a state?
Persimmon Capital Management is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 334563.
How much does Persimmon Capital Management manage?
Persimmon Capital Management reports $368,469,044 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (100% discretionary).
How have Persimmon Capital Management's assets and staff changed since 2025?
In the Form ADV data for Persimmon Capital Management: Total employees: 3 in October 2025 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Persimmon Capital Management serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (49); high net worth individuals (36); investment companies (1).
Which custodians does Persimmon Capital Management use?
Persimmon Capital Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Pershing Advisor Solutions LLC as custodians holding 10% or more of its separately managed account assets.
Does Persimmon Capital Management report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/334563
Does Persimmon Capital Management state an account minimum?
Its Form ADV Part 2A brochure dated March 6, 2026 says: "In general, for wealth management Clients , PCM requires that a C lient “household” maintain a minimum relationship balance with PCM of $ 2 million or greater; however, this minimum in certain cases is waived based upon such factors as the nature of the services provided"
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $2,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
In general, for wealth management Clients , PCM requires that a C lient “household” maintain a minimum relationship balance with PCM of $ 2 million or greater; however, this minimum in certain cases is waived based upon such factors as the nature of the services provided
As stated in the firm's Form ADV Part 2A brochure dated March 6, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$368,469,044 as of October 2026, filing dated March 6, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Persimmon Capital Management, LP
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 3. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
4 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $368,469,044 | 3 | March 6, 2026 |
| October 2025 | Not reported | 3 | June 23, 2025 |
Total employees: 3 in October 2025 and 3 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Persimmon Capital Management (CRD 334563): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/persimmon-capital-management-blue-bell-pa-334563