PRINCETON EQUITY GROUP

RIASEC RegisteredEst. 2021
Total AUM
$1.7B
Discretionary
$1.7B
100% of AUM
Avg account
$215M
Accounts
8
Employees
25
Advisory reps
3

Firm details

Headquarters
PRINCETON, New Jersey
CRD number
310405
Registered since
December 6, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Princeton Equity Group is a limited partnership that operates as a private equity sponsor and general partner for pooled investment vehicles. Registered with the SEC in 2021, the firm serves institutional clients and runs manager-led private equity funds rather than acting as a broad capital allocator. Investment activity centers on pooled private-equity structures where the firm assumes portfolio management responsibilities, and its business model combines a percentage-of-AUM fee with performance-based fee economics consistent with GP carry. The firm identifies as an active ESG investor. That designation implies ESG factors are incorporated into its underwriting, portfolio monitoring and exit planning for the funds it manages. Princeton Equity Group’s regulatory profile indicates it is not set up as a multi-state adviser or pension consultant; its primary role is sponsoring and managing private funds for institutional limited partners.

Assets & Accounts

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

Owners & executives

1 of 1
  • AUSTIN CADE

    Chief Financial Officer & Chief Compliance OfficerCRD 7464455

Contacts

2 of 2
  • JAMES WASKOVICH JR.

    Co-Founder and Managing PartnerCRD 7285261

  • DOUGLAS KENNEALEY

    Co-Founder and Managing PartnerCRD 7285087

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PRINCETON, NJ

MERCER

Location

PRINCETON, NJ

Headquartered in PRINCETON, 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
MERCER
Address
47 Hulfish St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth