A complete list of active advisors currently associated with Persimmon Capital Management

Warmer can help you find a great advisor at Persimmon Capital Management or one who fits your needs even better.

Persimmon Capital Management is a multi-family office and investment consulting firm that provides discretionary wealth management and portfolio management to ultra-high-net-worth and high-net-worth families, individuals, private endowments, foundations, and a mutual fund. For separate-account clients the firm delivers investment policy development, asset allocation, manager search and selection, portfolio monitoring, and periodic manager reporting. PCM applies a qualitative and quantitative investment process and performs initial and ongoing due diligence on independent managers, using tools such as the Envestnet platform to support manager selection and asset allocation. The firm generally manages client accounts on a discretionary basis and provides oversight of independent managers while acting as a fiduciary when advising on retirement accounts and related rollovers. A distinctive feature of PCM is its role, effective January 1, 2026, as investment adviser to the Persimmon Long/Short Fund, a daily NAV long/short equity mutual fund created to provide a liquid alternative to traditional hedge funds; the firm discloses employee personal investments in the Fund and a set of controls to manage related conflicts. In addition to private wealth and endowments, PCM serves mid-sized institutional clients — a group that, in this firm’s case, includes insurance company clients, a client type that is relatively uncommon among similarly sized supported firms.

To learn more about the advisors currently working at Persimmon Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.