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- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Pathway harbor
- Established Date
- 02-04-2025
- Office Locations
- 1
Office Locations
About Persimmon Capital Management
Persimmon Capital Management is a privately owned boutique wealth advisory firm acting as a multi-family office and outsourced CIO for select families, family offices, foundations and endowments. Services span wealth management, family CFO/outsourced support and planning. The firm emphasizes multigenerational stewardship and builds portfolios primarily with ETFs and public funds, supported by a Tamarac client portal and eMoney-based planning.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
GREGORY SCOTT HORN
Chief Compliance Officer, Managing Partner, President
- CRD
- #1186796
- Ownership
- 75% or more
AMY BETH ARMSTRONG
PARTNER
- CRD
- #2635807
- Ownership
- 10% but less than 25%
Insight focus
Bridge insight
- CRD
- #52120
- Ownership
- 40.0%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $368,469,044 | $598,164 |
| Non-Discretionary | $0 | -- |
| Total | $368,469,044 | $598,164 |
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Separately Managed Accounts
Total SMA Asset: $322,009,089
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $148,063,607 | 6.8% |
| Public Funds | $335,320,521 | 15.4% |
| Municipal Bonds | $202,498,756 | 9.3% |
| Cash | $391,933,076 | 18.0% |
| Private Funds | $489,916,345 | 22.5% |
| Corporate - Investment Grade | $228,627,628 | 10.5% |
| U.S. Government/Agency | $381,046,046 | 17.5% |
| Total | $2,177,405,979 | 100.0% |