This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.78 fund_share=0.13 institutional_share=0.09 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$368MItem 5.F on the latest filing (2026-03-06); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$368M

Private client RAUM

$289MderivedItem 5.D individuals plus high net worth individuals

Private client share

78%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$123Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

3

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

616

Individual clients

49

High net worth clients

36

Custody, client assets

$30.0M

SEC number

801-131898

CRD

334563

Filings on the tape

5

First filed

Jan 6, 2025

Latest filed

Mar 6, 2026

Organised

Limited Partnership, DE

Website

persimmoncapital.com

• Occurred

  Jul 3, 2025
  Team lift-out

  2 advisors left Dakota Wealth, LLC (Palm Beach Gardens, FL) for Persimmon Capital Management on the same day

  Form ADVobserved 3 days ago
  2 advisors

Graph

RIA / Wealth Management

Canonical id

dfx:ria:98c700a2-e64d-42c8-3c1c-8ec9726005f9

First observed

Jan 6, 2025

Last observed

Mar 6, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.