James Todd Lermitte
Investment adviser representative at Persimmon Capital Management
12 yearsExperience
1 stateRegistered in
$368.5MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Summit Financial, LLCJun 2026 to now
- Persimmon Capital ManagementJun 2025 to now
- Dakota Wealth, LLCFeb 2022 to Jun 2025
- Foundations Financial PartnersNov 2014 to Feb 2022
- Minnesota Life Ins CoNov 2014 to Feb 2022
- Securian Financial Services, IncNov 2014 to Feb 2022
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (PA).
Persimmon Capital Management
Legal name: Persimmon Capital Management, LP
$368.5MAssets managed
86Clients
3Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6417986
- Firm CRD
- 334563