Tim Melly active positions
| Companies | Position | Start | End |
|---|---|---|---|
Dakota Wealth LLC
 Dakota Wealth LLC Investment ManagersFinance Dakota Wealth LLC, do-business-as Dakota Wealth Management (DWM), is a registered investment management firm headquartered in Palm Beach Gardens, Florida. The firm was founded in 2006 as Oakmont Partners LLC. They are a wholly owned and controlled subsidiary of Dakota Wealth Management LLC. DWM provides high-net-worth individuals and families with a wide array of wealth planning and investment advisory services. | Portfolio Manager-Equities | 2021-06-30 | - |
Career history of Tim Melly
Former positions of Tim Melly
| Companies | Position | Start | End |
|---|---|---|---|
Persimmon Capital Management LP
 Persimmon Capital Management LP Investment ManagersFinance Persimmon Capital Management LP (PCM) is a registered is a multi-family office and investment consulting firm headquartered in Blue Bell, Pennsylvania. The firm was founded by Gregory S. Horn in 1998 and is a subsidiary of Dakota Wealth Management LLC. PCM provides investment and wealth advisory services to ultra-high net worth families, individuals, and private endowments and foundations. The firm is also the investment adviser to a multi-strategy, master/feeder hedge fund of funds complex, Persimmon Absolute Return Master Fund, LP and Persimmon Long/Short Fund, a long/short mutual fund (Ticker: LSEIX). | Director of Research - Equity | 2014-04-30 | 2021-06-30 |
| Investment Committee Member | 2014-04-30 | 2021-06-30 | |
| Portfolio Manager-Equities | 2014-04-30 | 2021-06-30 |
Training of Tim Melly
| Drexel University | Undergraduate Degree |
Statistics
International
| United States | 4 |
Operational
| Portfolio Manager-Equities | 2 |
| Director of Research - Equity | 1 |
| Investment Committee Member | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
Persimmon Capital Management LP
Persimmon Capital Management LP Investment ManagersFinance Persimmon Capital Management LP (PCM) is a registered is a multi-family office and investment consulting firm headquartered in Blue Bell, Pennsylvania. The firm was founded by Gregory S. Horn in 1998 and is a subsidiary of Dakota Wealth Management LLC. PCM provides investment and wealth advisory services to ultra-high net worth families, individuals, and private endowments and foundations. The firm is also the investment adviser to a multi-strategy, master/feeder hedge fund of funds complex, Persimmon Absolute Return Master Fund, LP and Persimmon Long/Short Fund, a long/short mutual fund (Ticker: LSEIX). | Finance |
Dakota Wealth LLC
Dakota Wealth LLC Investment ManagersFinance Dakota Wealth LLC, do-business-as Dakota Wealth Management (DWM), is a registered investment management firm headquartered in Palm Beach Gardens, Florida. The firm was founded in 2006 as Oakmont Partners LLC. They are a wholly owned and controlled subsidiary of Dakota Wealth Management LLC. DWM provides high-net-worth individuals and families with a wide array of wealth planning and investment advisory services. | Finance |
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