# Persimmon Capital Management

> 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.

- CRD: 334563
- Filed as: PERSIMMON CAPITAL MANAGEMENT
- Legal name: Persimmon Capital Management, LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Blue Bell, PA
- Filing period: October 2026
- Form ADV filing dated: March 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/334563
- AdvisorCensus page: https://advisorcensus.com/firm/persimmon-capital-management-blue-bell-pa-334563

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 6, 2026)

- Account minimum: $2,000,000 (the brochure says it may be waived or negotiated)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Pershing Advisor Solutions LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $368,469,044
- Discretionary: $368,469,044
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 49 | $18,848,062 |
| High net worth individuals | 36 | $269,711,908 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 1 | $46,459,955 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | Fewer than 5 | $24,473,414 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | Fewer than 5 | $8,975,705 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### 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)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, PA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- persimmoncapital.com
- LinkedIn @persimmon-capital-management-l.p

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | Not reported | 3 | June 23, 2025 |
| October 2026 | $368,469,044 | 3 | March 6, 2026 |

Total employees: 3 in October 2025 and 3 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Persimmon Capital Management (CRD 334563): Form ADV filing data as of October 2026.