Princeton Capital Management LLC
Assets Under Management
$373.3M
Number of Clients
179
Number of Advisors
4
Average Client AUM
$2.1M
AUM per Advisor
$93.3M
Compensation
Fee-Only (AUM)
About This Firm
Princeton Capital offers investment management to foundations, endowments, corporations, and private clients through separately managed accounts. They also manage affiliated investment limited partnerships and provide sub-advisory services. Their approach focuses on long-term investment, incorporating fundamental and/or technical analysis, and utilizing various securities and third-party fund products.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
Fee Estimator
Princeton Capital charges a fixed-percentage annual fee based on assets under management, generally payable quarterly in advance. Fees vary depending on the product, account size, and service level, and may be negotiable. Clients incur additional brokerage, custodial, and transaction costs. Wrap program fees range from 0.25% to 0.50% annually. Certain minimum fees may apply. Fees may be reduced or waived for certain accounts, non-profit organizations, officers, employees, family members, and related entities. Fees remain negotiable in certain cases, such as where the value of the assets is likely to exceed $5 million.
Areas of Practice
Location
331 Newman Springs Road, Suite 133, Red Bank, NJ, 07701-1074