PRINCETON CAPITAL MANAGEMENT LLC
Firm details
- Headquarters
- RED BANK, New Jersey
- CRD number
- 113926
- Registered since
- August 10, 2001
- Website
- princap.com
- 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
FINTRXOverview
Princeton Capital Management LLC is an SEC-registered, owner-operated investment adviser formed in 2001 and organized as an LLC. The firm is classified as a hedge fund manager that serves individual and family clients as well as institutional investors. Its advisory mandate spans discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and portfolio management for businesses or institutions. Fee arrangements include percentage-of-AUM billing alongside other, unspecified fee structures. The firm also sponsors and acts as general partner/managing member for pooled vehicles it manages.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities88%
- Cash & Cash Equivalents6%
- Public Funds/Mutual Funds5%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
Owners & executives
1 of 1JOSEPH CAJIGAL
Chief Executive OfficerCRD 1451611
Contacts
3 of 3ALFRED BERKELEY
ChairmanCRD 19441
REGINALD FITZPATRICK
PresidentCRD 849483
CAELAN MCCARTHY
Director of Financial PlanningCRD 6541630
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 11Active vs passive
$6.4M in ETFs
96%
$6.2M
0%
$256K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $1.5M | 2,467 | 22.99% |
Location
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
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