Persimmon Capital Management, Lp
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 334563
· SEC file 801-131898
· Blue Bell, PA
· www.persimmoncapital.com
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ADV data as of Mar 06, 2026
- Regulatory AUM
- $368M
- Discretionary
- $368M
- Clients
- 86
- Avg AUM / client
- $4.3M
- Accounts
- 616
- Employees
- 3
AUM over time
$341M
$368M
Sep 2025
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 49 | $18.8M | 5.12% |
| High net worth individuals | 36 | $270M | 73.2% |
| Investment companies | 1 | $46.5M | 12.6% |
| Charitable organizations | Fewer than 5 clients | $24.5M | 6.64% |
| Insurance companies | Fewer than 5 clients | $9.0M | 2.44% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gregory Scott Horn | Registered representative | May 2025 (1y) | ||
| Amy Beth Armstrong | Registered representative | Jun 2025 (1y) | ||
| James Todd Lermitte | Registered representative | Jun 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/06/2026 | 904 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Pershing $209M (57% of AUM) Mar 2026
- Charles Schwab & Co. $147M (40% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 06, 2026.
View current Form ADV (SEC/IAPD) ↗