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David Barry Puritz

SHAOLIN CAPITAL MANAGEMENT LLC·MIAMI, Florida
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230 NW 24TH STREET, MIAMI, FL 33127CRD# 2816241Firm CRD# 300095
01

About

David Barry Puritz is a registered financial advisor based in MIAMI, Florida, affiliated with SHAOLIN CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
SHAOLIN CAPITAL MANAGEMENT LLC
SHAOLIN CAPITAL MANAGEMENT LLC
AUM
$3.5B
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at SHAOLIN CAPITAL MANAGEMENT LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2816241
Firm CRD# 300095
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Barry Puritz offer?
David Barry Puritz specializes in Retirement Planning. Contact their office in MIAMI, Florida for a consultation.
What are David Barry Puritz's credentials?
David Barry Puritz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Barry Puritz located?
David Barry Puritz is based in MIAMI, Florida, working with SHAOLIN CAPITAL MANAGEMENT LLC. Their office serves clients in the MIAMI metropolitan area and surrounding communities.
How does David Barry Puritz charge for services?
David Barry Puritz's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SHAOLIN CAPITAL MANAGEMENT LLC?
SHAOLIN CAPITAL MANAGEMENT LLC has approximately 14 employees and manages $3.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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