PRINCETON VALUE PARTNERS LLC

RIASEC RegisteredEst. 2024
Total AUM
$57.4M
Discretionary
$57.4M
100% of AUM
Avg account
$1.1M
Accounts
53
Employees
2
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
313153
Registered since
October 11, 2024
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Other Investment Advisers51.48%
  • HNWI26.79%
  • Pooled Investment Vehicles21.73%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Princeton Value Partners LLC is a small hedge fund-style adviser that runs both separate accounts for individuals and pooled investment vehicles. The firm charges a mix of asset-based fees and performance-based fees, which aligns with an active, outcome-driven approach. It lists active ESG investing as part of its practice, suggesting ESG factors are incorporated into security selection or manager selection for alternatives. The firm’s business mix and fee model indicate it pursues higher-conviction, actively managed strategies rather than passive, index-tracking mandates. Princeton Value Partners manages multiple private funds alongside individualized portfolios. Its advisory scope covers portfolio management for individuals and small businesses as well as for pooled vehicles, so it operates across retail-focused SMAs and fund structures. Classification as a hedge fund and the presence of performance fees imply the use of strategies that can include concentrated equity positions, tactical shifts, and potentially long/short or directional exposures, although the filing emphasizes equities as the dominant public-asset sleeve.

Assets & Accounts

Public Holdings

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

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Contacts

2 of 2
  • MANOJ TANDON

    Managing PrincipalCRD 3277077

  • JOHN KRYSTOFIK

    PartnerCRD 5043472

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, 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
NEW YORK
Address
200 E 66th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth