Princeton Capital Management LLC
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
FINTRXOverview
Princeton Capital Management LLC is an SEC-registered adviser (registered in 2001) that operates as a privately owned limited liability company organized around hedge-fund strategies. The firm serves both individual and family clients as well as institutional investors, and it provides portfolio management across separately managed accounts, pooled investment vehicles and institutional/business accounts. Fee arrangements include a percentage of assets under management alongside other fee structures. Princeton identifies as a non-ESG investor and does not operate as a multi-state adviser or pension consultant. It also functions in sponsor/GP and managing-member roles for pooled investment vehicles.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities88%
- Cash & Cash Equivalents6%
- Public Funds/Mutual Funds5%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 13Active vs passive
$7M in ETFs
96%
$6.7M
0%
$266K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $1.4M | 1,874 | 20.51% |
Location
Red Bank, NJ
Monmouth
Location
Red Bank, NJ
Headquartered in Red Bank, 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
- Monmouth
- Address
- 331 Newman Springs Rd
- Time zone
- ET (UTC-5)
- Office locations
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