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Building 2PERSIMMON CAPITAL MANAGEMENT

Map pinBLUE BELL, PA
Phone484-572-0500
NotebookSEC #801-131898
Total AUM
$368.5M
Employees
3
Clients
88

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1777 SENTRY PARKWAY WEST
VEVA 14, SUITE 102
BLUE BELL
PA 19422
United States
Operating Hours
9:00 AM - 5:00 AM
Monday - Friday
Phone
484-572-0500

ReceiptFinancials

Total AUM
$368.5M
Accounts
616
Discretionary
$368.5M
Accounts
616
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
49
AUM
$18.8M
HNW Individual Clients
36
AUM
$269.7M
Investment Company Clients
1
AUM
$46.5M
Charitable Organization Clients
1
AUM
$24.5M
Insurance Company Clients
1
AUM
$9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOPAWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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