PRINCETON FUND ADVISORS, LLC

RIASEC RegisteredEst. 2011
Total AUM
$780M
Discretionary
$780M
100% of AUM
Avg account
$130M
Accounts
6
Employees
8
Advisory reps
4

Firm details

Headquarters
DENVER, Colorado
CRD number
157821
Registered since
June 30, 2011
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 institutional-focused investment adviser that manages concentrated, actively managed mandates for pooled vehicles and investment companies. Registered with the SEC in 2011, the firm serves a very small set of large clients and positions itself as a portfolio manager for collective investment structures rather than retail households. Investment activity emphasizes third-party alternative exposure — the adviser allocates to externally managed hedge fund strategies and private placements, and its fee arrangements include both a percentage of assets under management and performance-based components, consistent with a manager that seeks absolute-return and opportunistic allocations. The firm is not characterized as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • MICHAEL SABRE

    Chief Operations Officer and Chief Compliance OfficerCRD 2018993

  • CHRISTOPHER MORAN

    Chief Financial OfficerCRD 5473008

Contacts

2 of 2
  • JOHN SABRE

    Founding PartnerCRD 1295430

  • GREG ANDERSON

    President, InvestmentsCRD 2318332

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

DENVER, CO

DENVER

Location

DENVER, CO

Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
DENVER
Address
1580 N Lincoln St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth