Persimmon Research Partners Inc (Plymouth Meeting)

Name: Persimmon Research Partners Inc
Address: 620 West Germantown Pike, Plymouth Meeting, PA, 19462 1056
Telephone: 610-834-8910

Persimmon Research Partners Inc is a large advisory firm based in Plymouth Meeting. It manages $604.29 million of regulatory assets for 1,724 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Connecticut, District of Columbia, and 16 other states.

Persimmon Research Partners provides portfolio management for individuals and small businesses and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Persimmon Research Partners: assets under management

The assets under management (AUM) of Persimmon Research Partners Inc is $604.29 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $7.63 million in discretionary accounts and $596.66 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $238.52 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $352.64 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Persimmon Research Partners Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Persimmon Research Partners Inc

Stephen John Deangelis has been acting as President since 1 Oct 1999. Richard E. Lucas joined the executive team most recently as the Executive Vp/Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gregory Scott Horn	Ceo	1 Aug 1999	25% - 50%	1186796
Kent George Bonniwell	Senior vp	1 Aug 1999	Other	4369378
John Patrick Collins	Senior vp	1 Sep 1999	Other	2295567
Stephen John Deangelis	President	1 Oct 1999	Other	2665422
Christopher Michael Carpenter	Senior vp	1 Nov 1999	Other	2442555
American Manufacturing Corp	Convertible note holder	1 Oct 2000	Other	51-0337645
Anthony Chough	Svp/cto	1 Nov 2000	Other	4725952
Sands Brothers Venture Capital Iii Llc	Convertible note holder	1 Oct 2001	Other	13-4137586
The Charles Schwab Corporation	Convertible note holder	1 Oct 2001	Other	94-3025021
L.P. Rosemont Partners I	Convertible noteholder	1 Oct 2001	Other	06-1582950
Llc Newhouse Special Siutations Fund I	Shareholder	1 Oct 2002	25% - 50%	38-3660657
Richard E. Lucas	Executive vp/director	1 Oct 2003	Other	4725793
Thomas Patrick Sholes	Executive vp/director	1 Oct 2003	Other	1561893
Inc. Pfpc Worldwide	Owner	1 Oct 2003	75% - 100%	51-0385751

Indirect Owners

The SEC currently registers 8 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Nationwide Mutual Insurance Company	Shareholder	1 May 1998	75% - 100%	31-4177100
Inc. The Pnc Financial Services Group	Owner	1 Dec 1999	75% - 100%	47-0731996
Inc. Gartmore Global Asset Management	Shareholder	1 Mar 2002	75% - 100%	04-3679396
Gartmore Sa Capital Trust	Shareholder	1 Jun 2002	75% - 100%	109367
Inc. Gartmore Global Investments	Shareholder	1 Jun 2002	75% - 100%	31-1636299
Gartmore Global Asset Management Trust	Shareholder	1 Jul 2002	75% - 100%	109364
Nationwide Corporation	Shareholder	1 Jul 2002	75% - 100%	31-4416546
Llc Pnc Holdings	Owner	1 Mar 2003	75% - 100%	51-0337069

Based in Plymouth Meeting

The principal office where Persimmon Research Partners Inc performs its advisory services is located at 620 West Germantown Pike, Plymouth Meeting, PA 19462 1056, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 610-834-8910 or by fax 610-834-9399. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.advisorport.com.