Persimmon Capital Management, LP

Financial ServicesPennsylvania, United States2-10 Employees

Persimmon Capital Management, LP is a boutique financial services firm that delivers integrated wealth advisory and outsourced chief investment officer services. Its client base includes high net worth families and individuals, as well as foundations and endowments seeking tailored investment programs. Through its Investment Committee, the firm develops investment policy, conducts asset allocation research, and selects investment managers to fit each client's objectives. In addition to investment insights, PCM provides estate and wealth transfer planning, tax planning, business succession planning, liability and balance sheet planning, family education, and family governance to support a comprehensive wealth strategy.

Based in Blue Bell, Pennsylvania, the firm operates as a small, specialized practice within the financial services industry. In July 2021, press reports indicated that Dakota Wealth Management announced an acquisition of Persimmon Capital Management.

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