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Building 2PERSIMMON CAPITAL MANAGEMENT LP

Map pinBLUE BELL, PA
Phone484-572-0500
NotebookSEC #801-56210
Total AUM
$262.8M
Employees
4
Clients
40

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 PM
Monday - Friday
Phone
484-572-0500

ReceiptFinancials

Total AUM
$262.8M
Accounts
99
Discretionary
$107.4M
Accounts
51
Non-Discretionary
$155.4M
Accounts
48

ContactClients

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Individual Clients
14
AUM
$4.6M
HNW Individual Clients
21
AUM
$174.2M
Investment Company Clients
1
AUM
$35.3M
Pooled Vehicle Clients
2
AUM
$18.1M
Charitable Organization Clients
1
AUM
$24.7M
Insurance Company Clients
1
AUM
$6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
WEEKLY CURATED TOPICAL ARTICLES
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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