Puma Capital, LLC

Overview

Puma Capital, LLC is organized as a limited liability company and appears in FINTRX as an SEC-registered adviser since 2008. Ownership is listed as a mix of a domestic entity and an individual. The platform classifies the firm as "Unclassified" and provides relatively sparse public detail about its business model: fields for client base, fee structure and advisory activities are blank in the record. FINTRX flags indicate the firm is not a capital allocator and is not active on ESG matters. It is also not identified as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. Those data points suggest the firm either operates with a narrow or private footprint or has limited reporting into the FINTRX dataset.

Assets & Accounts

Location & Offices