PERSICO ASSET MANAGEMENT

PERSICO ASSET MANAGEMENT is an SEC-registered investment adviser (CRD 121312). Regulatory assets under management: $101.9M.

Registration

• CRD: 121312
• Type: Registered investment adviser
• Phone: 410-544-5705
• Latest filing: 2026-02-26
• Regulatory AUM: $101.9M
• Discretionary AUM: $96.3M
• Non-discretionary AUM: $5.6M
• Clients: 1
• Accounts: 233

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 121312 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search