Gregory S. Horn

PERSIMMON CAPITAL MANAGEMENT

BLUE BELL, PA 19422

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CRD#: 1186796

Professional summary

Gregory Scott Horn, who also goes by Gregory S Horn, is a registered financial advisor currently at PERSIMMON CAPITAL MANAGEMENT located in Blue Bell, Pennsylvania.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Gregory has worked at 5 firms and has passed the Series 3 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gregory S Horn

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Mr. Horn is currently registered with and employed by Dakota Wealth, LLC and will be transitioning his book of business to Persimmon Capital Management over the next few months.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Scott Horn's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 29, 2025 - Present

PERSIMMON CAPITAL MANAGEMENT

Office #1: 1777 Sentry Parkway West Veva 14, Suite 102, Blue Bell, PA 19422

RIA

CRD#: 334563

BLUE BELL, PA

Past

July 9, 2021 - July 3, 2025

DAKOTA WEALTH, LLC

RIA

CRD#: 297987

Blue Bell, PA

Past

July 2, 2013 - May 3, 2017

ALPHAHEDGE CAPITAL PARTNERS, LLC

RIA

CRD#: 159444

BLUE BELL, PA

Past

January 14, 2000 - January 4, 2006

ADVISORPORT, INC.

RIA

CRD#: 107938

PLYMOUTH MEETING, PA

Past

February 19, 1999 - September 14, 2021

PERSIMMON CAPITAL MANAGEMENT LP

RIA

CRD#: 108107

BLUE BELL, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PERSIMMON CAPITAL MANAGEMENT

PERSIMMON CAPITAL MANAGEMENT | PERSIMMON CAPITAL MANAGEMENT, LP

CRD#: 334563 / SEC#: 801-131898

RIA

Registered Investment Advisory firm - (2/4/2025 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(5/29/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

General Industry/Product Exam

Series 3

Date: 7/1/1997

National Commodity Futures Examination

Current Firm

PERSIMMON CAPITAL MANAGEMENT

PERSIMMON CAPITAL MANAGEMENT | PERSIMMON CAPITAL MANAGEMENT, LP

CRD#: 334563 / SEC#: 801-131898

RIA

Registered Investment Advisory firm - (2/4/2025 Approved)

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Contact information

Main Address

1777 Sentry Parkway West Veva 14, Suite 102, Blue Bell, PA 19422

Mailing Address

Phone number

(484) 572-0500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 (9/29/2025)

Regulatory assets under management

Total Number of Accounts	578
AUM (Assets Under Management)	$ 341,222,568

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Gregory S. Horn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Scott Horn's CRS (Customer Relationship Summary).

Certified licenses

Experience

PERSIMMON CAPITAL MANAGEMENT

DAKOTA WEALTH, LLC

ALPHAHEDGE CAPITAL PARTNERS, LLC

ADVISORPORT, INC.

PERSIMMON CAPITAL MANAGEMENT LP

Primary Firm SEC Registration

PERSIMMON CAPITAL MANAGEMENT

State Registrations and Notice Filings

Exams

Series 3

Date: 7/1/1997

Current Firm

PERSIMMON CAPITAL MANAGEMENT

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PERSIMMON CAPITAL MANAGEMENT

TRUST BUT VERIFY

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