Unclaimed Profile

Todd Emil Dawes

PERSIMMON CAPITAL MANAGEMENT LP·BLUE BELL, Pennsylvania

SIE, Series 7, Series 63, Series 66, Series 82TOClean record24 years registeredPERSIMMON CAPITAL MANAGEMENT LP

1777 SENTRY PARKWAY WEST, BLUE BELL, PA 19422CRD# 4547462Firm CRD# 108107

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Todd Emil Dawes · BLUE BELL, PA

Registration

CRD #4547462 · PERSIMMON CAPITAL MANAGEMENT LP · 24 years registered

Brand Profile

Not yet started

Career History

FINALIS SECURITIES LLC

Jul 2025 – present

MERUS ADVISORS, LLC

Sep 2016 – present

CERTIS CAPITAL MANAGEMENT, INC.

Jan 2015 – present

PERSIMMON CAPITAL MANAGEMENT LP

Jan 2007 – Aug 2014

BLUE BELL, PA

ADVISORPORT, INC.

Jun 2002 – Jan 2006

PLYMOUTH MEETING, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Series 82TO

Registration record

First registered · June 10, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PERSIMMON CAPITAL MANAGEMENT LP

CRD 108107 · SEC 801-56210

AUM

$263M

Regulatory assets under management

Employees

99 client accounts

Services offered by PERSIMMON CAPITAL MANAGEMENT LP

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at PERSIMMON CAPITAL MANAGEMENT LP →

Introduction

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Frequently Asked Questions

What services does Todd Emil Dawes offer?

Todd Emil Dawes specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in BLUE BELL, Pennsylvania for a consultation.

What are Todd Emil Dawes's credentials?

Todd Emil Dawes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Todd Emil Dawes located?

Todd Emil Dawes is based in BLUE BELL, Pennsylvania, working with PERSIMMON CAPITAL MANAGEMENT LP. Their office serves clients in the BLUE BELL metropolitan area and surrounding communities.

How does Todd Emil Dawes charge for services?

Todd Emil Dawes's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PERSIMMON CAPITAL MANAGEMENT LP?

PERSIMMON CAPITAL MANAGEMENT LP has approximately 4 employees and manages $263M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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