Princeton Capital Management LLC

RIASEC Registered
Total AUM
$435M
Discretionary
$430M
99% of AUM
Avg account
$1.1M
Accounts
390
Employees
10
Advisory reps
4

Firm details

Headquarters
Red Bank, New Jersey
CRD number
113926
Registered since
August 10, 2001
Custodians
CHARLES SCHWAB & CO., INC., MORGAN STANLEY & CO. LLC
Fee structure
Percentage of AUM, Other
Client types
  • HNWI78.3%
  • Individuals10.73%
  • Pooled Investment Vehicles5.77%
  • Charitable Organizations2.17%
  • Pension & Profit Sharing Plans1.43%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Princeton Capital Management LLC is an SEC-registered adviser (registered in 2001) that operates as a privately owned limited liability company organized around hedge-fund strategies. The firm serves both individual and family clients as well as institutional investors, and it provides portfolio management across separately managed accounts, pooled investment vehicles and institutional/business accounts. Fee arrangements include a percentage of assets under management alongside other fee structures. Princeton identifies as a non-ESG investor and does not operate as a multi-state adviser or pension consultant. It also functions in sponsor/GP and managing-member roles for pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 88%, Cash & Cash Equivalents 6%, Public Funds/Mutual Funds 5%, Non-Exchange Traded Equities 1%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Private Funds 1%88%
  • Exchange Traded Equities88%
  • Cash & Cash Equivalents6%
  • Public Funds/Mutual Funds5%
  • Non-Exchange Traded Equities1%
  • US Government Bonds1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 13

Active vs passive

$7M in ETFs

Passive

96%

$6.7M

Active

0%

$266K

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$1.4M1,87420.51%

Location

Primary office

Red Bank, NJ

Monmouth

Location

Red Bank, NJ

Headquartered in Red Bank, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Monmouth
Address
331 Newman Springs Rd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth