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)
Princeton Capital offers investment management to foundations, endowments, corporations, and private clients. They also provide investment supervisory services and sub-advisory services. Their approach focuses on delivering performance returns while managing risks, using fundamental and/or technical analysis.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
For Equity and Balanced assignments (except Growth, Concentrated Growth, Core Growth and Young Enterprise Shares (YES) strategies). Fees may be negotiable where special circumstances prevail.
331 Newman Springs Road, Suite 133, Red Bank, NJ, 07701-1074