Persimmon Capital Management, LP Employee Directory
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.