PRINCETON EQUITY GROUP
Firm details
- Headquarters
- PRINCETON, New Jersey
- CRD number
- 310405
- Registered since
- December 6, 2021
- Website
- princetonequity.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1AUSTIN CADE
Chief Financial Officer & Chief Compliance OfficerCRD 7464455
Contacts
2 of 2JAMES WASKOVICH JR.
Co-Founder and Managing PartnerCRD 7285261
DOUGLAS KENNEALEY
Co-Founder and Managing PartnerCRD 7285087
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
ROUNDVIEW CAPITAL, LLC
RIAPRINCETON, NJ
PRINCETON GLOBAL ASSET MANAGEMENT LLC
RIAPRINCETON, NJ
SYSTEMATIC ALPHA INVESTMENTS, LLC
RIAPRINCETON, NJ
WATERMARK GROUP, INC.
RIAPRINCETON, NJ
SCIENCAST MANAGEMENT LP
RIAPRINCETON, NJ
UNIO CAPITAL LLC
RIAPRINCETON, NJ