Insights

Market Niche Persimmon Capital Management specializes in providing fully integrated wealth advisory and investment management services to high net worth families and institutions, indicating opportunities to tailor premium financial solutions for similar affluent client segments.

Recent Acquisition The acquisition by Dakota Wealth Management in July 2021 suggests a consolidation trend in the high-net-worth advisory sector, presenting potential avenues to offer complementary services or strategic partnerships within the high-end wealth management ecosystem.

Growth Potential With a revenue range of 250 to 500 million dollars and a boutique size, PCM offers a prime prospect for expanding digital, operational, or technological solutions that scale personalized financial services for large, complex portfolios.

Technology Stack Utilizing tools like WordPress, Google Analytics, and New Relic, PCM demonstrates openness to digital engagement and analytics, providing opportunities to introduce advanced client insight platforms or customized financial data solutions.

Peer Positioning Aligning with larger firms like BlackRock and Vanguard, PCM can benefit from innovative technology integrations, particularly in asset allocation and wealth transfer planning, to enhance its competitive edge and client retention strategies.

Persimmon Capital Management, LP Tech Stack

Persimmon Capital Management, LP uses 8 technology products and services including WordPress, Google Fonts API, Twemoji, and more. Explore Persimmon Capital Management, LP's tech stack below.

  • WordPress
    Content Management System
  • Google Fonts API
    Font Scripts
  • Twemoji
    Font Scripts
  • jQuery
    Javascript Libraries
  • PHP
    Programming Languages
  • New Relic
    Real User Monitoring
  • ZURB Foundation
    UI Frameworks
  • Google Analytics
    Web Analytics

Persimmon Capital Management, LP's Email Address Formats

Persimmon Capital Management, LP uses at least 1 format(s):
Persimmon Capital Management, LP Email FormatsExamplePercentage
FLast@persimmoncapital.comJDoe@persimmoncapital.com
50%
FLast@persimmoncapital.comJDoe@persimmoncapital.com
50%

Frequently Asked Questions

Where is Persimmon Capital Management, LP's headquarters located?

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Persimmon Capital Management, LP's main headquarters is located at 1777 Sentry Parkway West Suite 102 Blue Bell, Pennsylvania 19422 United States. The company has employees across 1 continents, including North America.

What is Persimmon Capital Management, LP's phone number?

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You can contact Persimmon Capital Management, LP's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Persimmon Capital Management, LP's official website and social media links?

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Persimmon Capital Management, LP's official website is persimmoncapital.com and has social profiles on LinkedIn.

How much revenue does Persimmon Capital Management, LP generate?

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As of February 2026, Persimmon Capital Management, LP's annual revenue is estimated to be $786K.

What is Persimmon Capital Management, LP's SIC code NAICS code?

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Persimmon Capital Management, LP's SIC code is 6799 - Investors, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Persimmon Capital Management, LP have currently?

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As of February 2026, Persimmon Capital Management, LP has approximately 9 employees across 1 continents, including North America. Key team members include President And Managing Partner: G. H.Managing Director: R. M.Executive Director Client Advisor: G. F.. Explore Persimmon Capital Management, LP's employee directory with LeadIQ.

What industry does Persimmon Capital Management, LP belong to?

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Persimmon Capital Management, LP operates in the Financial Services industry.

What technology does Persimmon Capital Management, LP use?

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Persimmon Capital Management, LP's tech stack includes WordPressGoogle Fonts APITwemojijQueryPHPNew RelicZURB FoundationGoogle Analytics.

What is Persimmon Capital Management, LP's email format?

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Persimmon Capital Management, LP's email format typically follows the pattern of FLast@persimmoncapital.com. Find more Persimmon Capital Management, LP email formats with LeadIQ.

When was Persimmon Capital Management, LP founded?

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Persimmon Capital Management, LP was founded in 1998.

Persimmon Capital Management, LP

Financial ServicesPennsylvania, United States2-10 Employees

Persimmon Capital Management, LP (PCM) is a boutique multi-family office that provides fully integrated, wealth advisory services to high net worth families and individuals while also acting as outsourced chief investment officer, providing tailored investment services to foundations and endowments.  PCM provides expertise and material information required to develop an all-inclusive wealth strategy coupled with personalized investment advisory services.  These services include the identification of investment objectives that are married with a detailed qualitative and quantitative process that enables the PCM Investment Committee to deliver investment policy development, asset allocation, asset class research, manager search and selection.  From research to construction, PCM seeks to build the best-fit approach for each Client while employing integrated wealth advice, including estate and wealth transfer planning, tax planning, business succession planning, liability and balance sheet planning, family education, and family governance.

Section iconCompany Overview

Headquarters
1777 Sentry Parkway West Suite 102 Blue Bell, Pennsylvania 19422 United States
Phone number
SIC Code
6799 - Investors, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
1998
Employees
2-10

Section iconFunding & Financials

  • $250M$500M

    Persimmon Capital Management, LP's revenue is estimated to be in the range of $250M$500M

Section iconFunding & Financials

  • $250M$500M

    Persimmon Capital Management, LP's revenue is estimated to be in the range of $250M$500M

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