Princeton Fund Advisors, LLC

RIASEC RegisteredEst. 2011

Total AUM

$780M

Discretionary

$780M

100% of AUM

Avg account

$130M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Denver, Colorado
CRD number: 157821
Registered since: June 30, 2011
Website: princetonfundadvisors.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Investment Companies100%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Princeton Fund Advisors, LLC is an SEC-registered institutional registered investment adviser organized as an LLC and operating since 2011. The firm focuses on advisory and portfolio-management work for investment companies and pooled investment vehicles, serving an institutional client base rather than retail households. Its compensation mix includes both a percentage-of-assets fee and performance-based fees, which aligns with running fund structures or pooled vehicles. The firm does not self-identify as a capital allocator, is not active on ESG initiatives, and is not structured as a multi-state adviser.