Partner, Director of Client Operations · Persimmon Capital Management
Amy B. Armstrong
CRD 2635807 · Named on Form ADV at one SEC-registered adviser
At a glance
Persimmon Capital Management, an SEC-registered wealth manager based in Blue Bell, PA with $368 million in regulatory assets, lists Amy B. Armstrong on its Form ADV as Partner, Director of Client Operations, a control person.
Firms and roles
- Persimmon Capital ManagementPartner, Director of Client OperationsWealth manager · Blue Bell, PA · $368M in regulatory assets
AtlasMembers
Amy’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Gregory S. HornPresident, Chief Compliance Officer, Managing Partner & Sole Limited Partner, Persimmon Capital Management
- James T. LermittePartner, Senior Wealth Advisor, Persimmon Capital Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Amy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.