SourcingSourcing

PERSIMMON CAPITAL MANAGEMENT, LP

B55
CRD 334563·SEC 801-131898·BLUE BELL, PA
AUM
$368.5M
$100M-$500M
Est. Revenue
$3.7M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$8.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PERSIMMON CAPITAL MANAGEMENT, LP
CRD
334563
SEC file #
801-131898
EIN
273422196
DBA names
Persimmon Capital Management

Economics

AUM
$368.5M
AUM band
$100M-$500M
AUM trajectory
'25'26
$341.2M → $368.5M▲ +8%
Client mix
Individuals Other49
Individuals High Net Worth36
Investment Companies1

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
BLUE BELL PA
Branches
—

Custodian & Brokerage

Primary custodian
E*Trademedium confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/06/2026
ADV-W filed at
—
Website
persimmoncapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HORN, GREGORY, SCOTT
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
HORN, GREGORY, SCOTT
ARMSTRONG, AMY, BETH
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
PERSIMMONCAPITAL.COM
Rdap Domain Creation Date
1998-12-24T05:00:00Z
Rdap Firm Age Years
28
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001502508
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2010-10-12
Edgar Last Filing Date
2010-10-12
Edgar Form D Count
1
Edgar Form D Offerings
2010-10-122010-10-12 · 0001502507-10-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Window
E*trade1
Full
Charles Schwab6
E*trade5
Pershing4
Edgar Addresses
Mailing
PERSIMMON CAPITAL MANAGEMENT, LP1777 SENTRY PARKWAY WEST, GWYNEDD HALLBLUE BELL, PA 19422
Business
PERSIMMON CAPITAL MANAGEMENT, LP1777 SENTRY PARKWAY WEST, GWYNEDD HALLBLUE BELL, PA 19422
Edgar EIN
273422196
Edgar Recent Filings
D2010-10-12 · 0001502507-10-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-12-24T05:00:00Z
Rdap Domain Last Changed
2025-10-25T05:56:40Z
Rdap Nameservers
Ns63.worldnic.comNs64.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
1186796
Trust Company Affiliate
No

People (3)

3
HORN, GREGORY, SCOTT
IAR · Direct Owner · 87.5%
1186796
ARMSTRONG, AMY, BETH
IAR · Direct Owner · 17.5%
2635807
LERMITTE, JAMES, TODD
IAR · Direct Owner · 17.5%
6417986