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Persimmon Capital Management

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Client assets under management

$288,559,970

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Clients

85

42% high-net worth

Advisors

2

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

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Clients per advisor

43

Typical

Average account size

$3,394,823

About

Persimmon Capital Management is a multi-family office and investment consulting firm that provides discretionary wealth management and portfolio management to ultra-high-net-worth and high-net-worth families, individuals, private endowments, foundations, and a mutual fund. For separate-account clients the firm delivers investment policy development, asset allocation, manager search and selection, portfolio monitoring, and periodic manager reporting.

PCM applies a qualitative and quantitative investment process and performs initial and ongoing due diligence on independent managers, using tools such as the Envestnet platform to support manager selection and asset allocation. The firm generally manages client accounts on a discretionary basis and provides oversight of independent managers while acting as a fiduciary when advising on retirement accounts and related rollovers.

A distinctive feature of PCM is its role, effective January 1, 2026, as investment adviser to the Persimmon Long/Short Fund, a daily NAV long/short equity mutual fund created to provide a liquid alternative to traditional hedge funds; the firm discloses employee personal investments in the Fund and a set of controls to manage related conflicts. In addition to private wealth and endowments, PCM serves mid-sized institutional clients — a group that, in this firm’s case, includes insurance company clients, a client type that is relatively uncommon among similarly sized supported firms.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Active portfolio management Wealth management

Fee options

Percentage

$0 - $2,000,000: 1.00% annually $2,000,000 - $5,000,000: 0.80% annually $5,000,000 - $10,000,000: 0.65% annually $10,000,000 - $20,000,000: 0.50% annually $20,000,000 - $35,000,000: 0.45% annually $35,000,000 - $50,000,000: 0.40% annually $50,000,000 - $75,000,000: 0.30% annually $75,000,000+: Negotiable

Other

Account minimum: $2,000,000

Main office location

Persimmon Capital Management

1777 Sentry Parkway West, Veva 14, Suite 102

Blue Bell PA 19422, United States

Number of offices

1

Most active in

More info

California · Colorado · Pennsylvania · Wisconsin

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 484-572-0500

Advisors at this firm

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James L

Series 66

Blue Bell, PA

Persimmon Capital Management

James Lermitte is a financial advisor at Persimmon Capital Management with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Dakota Wealth, Foundations Financial Partners, Securian Financial Services, and Minnesota Life Insurance. Outside of his advisory role, he is a partner in SOS Advertising LLC, a business unrelated to investment activities. Persimmon Capital Management is a multi-family office and investment consulting firm serving ultra-high net worth and high-net-worth families, individuals, private endowments, foundations, and mid-sized institutions. The firm provides investment policy development, asset allocation, manager selection, and portfolio monitoring through a rigorous due diligence process, often acting as an Outsourced Chief Investment Officer.

Active portfolio management Wealth management
user avatar

Amy A

Series 63, Series 66

Blue Bell, PA

Persimmon Capital Management

Amy Armstrong is a financial advisor at Persimmon Capital Management with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Persimmon Capital Management since 1999, with a concurrent role at Dakota Wealth, LLC since 2021. Persimmon Capital Management is a multi-family office and investment consulting firm serving ultra-high net worth and high-net-worth families, individuals, private endowments, foundations, and mid-sized institutions. The firm offers investment and wealth advisory services, including investment policy development, asset allocation, manager selection, and portfolio monitoring, operating as an Outsourced Chief Investment Officer with a focus on rigorous manager due diligence and oversight.

Active portfolio management Wealth management
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