Princeton Value Partners LLC
Assets Under Management
$36.6M
Number of Clients
32
Number of Advisors
2
Average Client AUM
$1.1M
AUM per Advisor
$18.3M
Compensation
Fee-Only (AUM)
About This Firm
Princeton Value Partners (PVP) offers discretionary investment management services to institutions, high net worth individuals, and private funds. PVP also provides model portfolio services to unaffiliated financial services firms. The firm's strategies adhere to a value-driven, research-intensive investment process, actively selecting securities believed to be trading at a discount to intrinsic value.
Fee Structure
Management fees and performance-based compensation are charged as outlined in each client's agreement. Fees are generally deducted monthly in advance and are non-refundable. Performance-based fees are typically received annually in arrears. Fees for sub-advisory and model provider services are agreed upon with unaffiliated financial services firms and can vary. Clients also incur third-party brokerage commissions and other transaction costs. The firm may negotiate alternative fee arrangements.
Areas of Practice
Location
200 East 66th Street, A-1901, New York, NY, 10065