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Persimmon Capital Management, LP

● SEC registered since 2025CRD 334563SEC# 801-131898Blue Bell, PA
Export (members)
Reg. AUM
$50.1M
Employees
3
Accounts
1
Location
Blue Bell, PA

About Persimmon Capital Management

Persimmon Capital Management is a family-focused boutique wealth advisory firm serving select families, family offices, foundations, and endowments as a multi-family office and outsourced chief investment officer. It takes a stewardship-oriented planning approach that defines vision and legacy across generations.
Summary based on the firm’s website.

Persimmon Capital Management, LP assets under management

Persimmon Capital Management, LP is a registered investment adviser overseen by the SEC based in Blue Bell, PA. The firm has been registered since 2025. It reports $50.1 million in regulatory assets under management and employs 3 people.

Persimmon Capital Management, LP owners & executives

6 reported
NameTitleOwnershipSince
Amy Beth Armstrong ControlDirector Of Client Operations, Member5-10%2026
Gregory Scott Horn ControlPresident, Chief Compliance Officer, Managing Member25-50%2026
James Todd Lermitte ControlSenior Wealth Advisor, Member5-10%2026
Persimmon Capital Holdings Swp 26, LLC ControlMember25-50%2026
Gregory Scott Horn ControlMember25-50%2026
Merchant Wealth Partners LLCMember25-50%2026

Frequently asked questions

How much does Persimmon Capital Management, LP manage?

Persimmon Capital Management, LP reports $50.1 million in regulatory assets under management on its Form ADV.

How many employees does Persimmon Capital Management, LP have?

Persimmon Capital Management, LP reports 3 employees.

Where is Persimmon Capital Management, LP located?

Persimmon Capital Management, LP is based in Blue Bell, PA and has been SEC-registered since 2025.

Does Persimmon Capital Management, LP disclose fund performance?

Persimmon Capital Management, LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1777 Sentry Parkway West, Veva 14, Suite 102, Blue Bell, PA 19422
Phone484-572-0500
Fax215-283-0110
Office hours9:00 a.m. - 5:00 a.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Regulatory AUM

$50.1M▼ 85%
Sep '25 — $341.2MOct '25 — $341.2MNov '25 — $341.2MDec '25 — $341.2MJan '26 — $341.2MFeb '26 — $341.2MMar '26 — $368.5MApr '26 — $368.5MMay '26 — $368.5MJun '26 — $368.5MJul '26 — $368.5MAug '26 — $368.5MSep '26 — $368.5MOct '26 — $50.1M
Sep '25Form ADV, monthlyOct '26

How this firm compares

Regulatory AUMTop 96%
Larger than 4% of 16,389 advisers
EmployeesTop 77%
More than 23% of 16,799 advisers

Assets under management

$50.1Mregulatory AUM
Discretionary $50.1M