Persimmon Capital Management (PCM) offers investment and wealth advisory services to high-net-worth individuals, families, private endowments, foundations, and a mutual fund. PCM helps clients define investment objectives, develop investment policies, allocate assets, research asset classes, and select investment managers. PCM also monitors portfolios and provides manager reporting. PCM's services are provided on a discretionary basis. PCM may recommend unaffiliated investment managers or platforms. PCM also manages the Persimmon Long/Short Fund.
Assets Under Management$370M
Clients86
Advisors3
Avg. per Client$4.3M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $40.0M | 0.45% |
| $40.0M - $65.0M | 0.40% |
| $65.0M - $75.0M | 0.30% |
| $75M+ | 0.30% |
Fees are negotiable for relationships above $75,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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