Princeton Capital Management LLC

RIASEC RegisteredEst. 2001

Total AUM

$435M

Discretionary

$430M

99% of AUM

Avg account

$1.1M

Accounts

390

Employees

Advisory reps

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

FINTRX

Overview

Princeton Capital Management LLC is an SEC-registered investment adviser formed as an LLC and operating since 2001. The firm is owned by an individual and is classified in the data set as a hedge fund. Its client mix includes high-net-worth individuals and families as well as institutional clients. Advisory services listed include portfolio management for individuals and small businesses, management of pooled investment vehicles, and portfolio management for business or institutional clients. The firm reports charging fees based on a percentage of assets under management (and other fee arrangements) and is not identified as an active ESG investor or a multi-state adviser. Princeton Capital Management also appears in sponsor/GP/managing-member roles for pooled vehicles and does not identify itself as a capital allocator.