Persimmon Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutions, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year.
Persimmon Capital Management reports 86 clients. They include 49 individual clients, 36 high-net-worth individuals and 1 investment company. Of its assets, 100.0% ($368M across 616 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 57% | 5% |
| High-net-worth individuals | 42% | 73% |
| Investment companies | 1% | 13% |
| Charitable organizations | Fewer than 5 | 7% |
| Insurance companies | Fewer than 5 | 2% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 49 | $18.8M | 5.1% | $385K |
| High-net-worth individuals | 36 | $270M | 73.2% | $7.49M |
| Investment companies | 1 | $46.5M | 12.6% | $46.5M |
| Charitable organizations | Fewer than 5 | $24.5M | 6.6% | — |
| Insurance companies | Fewer than 5 | $8.98M | 2.4% | — |
| Total | 86 | $368M | 100% | — |
- Clients
- 49
- Regulatory AUM
- $18.8M
- AUM share
- 5.1%
- Avg. per client
- $385K
- Clients
- 36
- Regulatory AUM
- $270M
- AUM share
- 73.2%
- Avg. per client
- $7.49M
- Clients
- 1
- Regulatory AUM
- $46.5M
- AUM share
- 12.6%
- Avg. per client
- $46.5M
- Clients
- Fewer than 5
- Regulatory AUM
- $24.5M
- AUM share
- 6.6%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $8.98M
- AUM share
- 2.4%
- Avg. per client
- —
Total
- Clients
- 86
- Regulatory AUM
- $368M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Persimmon Capital Management charges 0.30%–1.00% a year for its Wealth management services. The fee is billed in advance and is negotiable.
Fee details and sources
Gregory Horn owns 75% or more of Persimmon Capital Management. The leadership team of Persimmon Capital Management includes President Gregory Horn. It has 3 employees, 2 of them in advisory roles.
Staff
- 3 employees
- 2 in advisory functions
- 3 state-registered reps
- Owns 75% or more of Persimmon Capital Management, LP
Gregory Horn
Control person · since December 1998
- Owns 10% to 25% of Persimmon Capital Management, LP
James Lermitte
Control person · since June 2025
- Owns 10% to 25% of Persimmon Capital Management, LP
Amy Armstrong
Control person · since June 2025
Persimmon Capital Management’s regulatory assets grew Infinity× from $0 (June 2025) to $368M (March 2026); clients rose from 1 to 86 and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $368M | 86 | 3 | 1 |
| Jun 2025June 2025 | $0 | 1 | 3 | 1 |
Besides its headquarters, Persimmon Capital Management has 0 offices, with 1 listed address in 1 state.
Pennsylvania · 1 listed address
- 1777 Sentry Parkway West, Veva 14, Suite 102, Blue BellHQ
Contact and registration details
- Legal name
- Persimmon Capital Management, LP
- Headquarters
- 1777 Sentry Parkway West, Veva 14, Suite 102, Blue Bell, PA 19422
- Website
- persimmoncapital.com
- Phone
- 484-572-0500
- SEC file
- 801-131898
- Structure
- Delaware limited partnership
- Fiscal year end
- December
Persimmon Capital Management’s named custodians for separately managed accounts are Pershing ($209M, 59%) and Charles Schwab ($147M, 41%). Persimmon Capital Management has custody of $30M for 35 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Orlando, FL · $147M41%
- PershingPershing Advisor Solutions LLC · Jersey City, NJ · $209M59%
At year end, Persimmon Capital Management’s separately managed accounts were mostly in stocks (60%) and funds (23%).
What the accounts hold
- Stocks60%
- Funds23%
- Registered funds20%
- Pooled vehicles3%
- Bonds14%
- State and local bonds10%
- U.S. government and agency bonds2%
- Investment grade corporate bonds2%
- Cash3%
How many clients does Persimmon Capital Management have?
Persimmon Capital Management has 86 clients and manages $368 million for them, as of March 2026. They include 49 individual clients, 36 high-net-worth individuals and 1 investment company.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 March 2026
What services does Persimmon Capital Management offer?
Persimmon Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Persimmon Capital Management charge?
Persimmon Capital Management charges 0.30%–1.00% a year for its Wealth management services. The fee is billed in advance and is negotiable.
Which custodians does Persimmon Capital Management use?
Persimmon Capital Management’s separately managed account assets are held at Pershing Advisor Solutions LLC (Jersey City, NJ), with $209M and Charles Schwab & Co., Inc. (Orlando, FL), with $147M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 March 2026
How many financial advisors does Persimmon Capital Management have?
Persimmon Capital Management has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Persimmon Capital Management invest in?
At the end of its last fiscal year, Persimmon Capital Management’s separately managed accounts held 60% exchange-traded equities, 20% registered funds (mutual funds, ETFs, BDCs), 10% state and local bonds, 3% pooled vehicles (private funds and similar), 3% cash and equivalents, 2% U.S. government and agency bonds and 2% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Persimmon Capital Management?
Persimmon Capital Management’s direct owners are Gregory Horn (75% or more), James Lermitte (10% to 25%) and Amy Armstrong (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 6 March 2026
How does Persimmon Capital Management get paid?
Persimmon Capital Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Persimmon Capital Management?
Persimmon Capital Management’s main office is at 1777 Sentry Parkway West, Veva 14, Suite 102, Blue Bell, PA 19422. Its phone number is 484-572-0500. Its website is persimmoncapital.com.