Data / Investment advisers / New Jersey / Princeton
Investment advisers in Princeton, NJ: 35 firms, $753 billion in AUM
35 investment advisers have their main office in Princeton, New Jersey: 29 SEC registered and 6 exempt reporting. The registered advisers report $753 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Blackrock Investment Management, LLC with $677 billion.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- 35Advisers
- 29SEC registered
- 6Exempt reporting
- $753 billionTotal AUM
- 26Advisers over $100 million
- 17Manage private funds
- November 2, 2026File date
Largest advisers by AUM
Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Blackrock Investment Management, LLC | Princeton | $676.69 billion | 53,959 | 1,589 | 49 | (609) 282-2000 | blackrock.com | adviserinfo.sec.gov |
| Concord Advisory Group LTD | Princeton | $46.19 billion | 204 | 34 | Not listed | (609) 987-9000 | concordadvisory.com | adviserinfo.sec.gov |
| Prysm Capital, L.P. | Princeton | $6.86 billion | 21 | 14 | 21 | (609) 651-5125 | prysmcapital.com | adviserinfo.sec.gov |
| Edgestream Partners, L.P. | Princeton | $4.89 billion | 3 | 40 | 4 | (609) 681-2200 | edgestreamlp.com | adviserinfo.sec.gov |
| Watermark Group, Inc. | Princeton | $3.82 billion | 6 | 22 | 2 | (609) 683-8200 | watermarkgroup.com | adviserinfo.sec.gov |
| Systematic Alpha Investments, LLC | Princeton | $3.49 billion | 22 | 1 | Not listed | (609) 751-7550 | adviserinfo.sec.gov | |
| Roundview Capital, LLC | Princeton | $2.13 billion | 1,911 | 13 | Not listed | (609) 688-9500 | roundviewcapital.com | adviserinfo.sec.gov |
| Princeton Equity Group | Princeton | $1.72 billion | 8 | 25 | 8 | (609) 454-5700 | princetonequity.com | adviserinfo.sec.gov |
| Princeton Global Asset Management LLC | Princeton | $921.3 million | 1,229 | 22 | Not listed | (609) 945-1781 | princetonglobal.com | adviserinfo.sec.gov |
| Sciencast Management LP | Princeton | $760 million | 1 | 4 | Not listed | (609) 917-3298 | adviserinfo.sec.gov | |
| Unio Capital LLC | Princeton | $691.5 million | 115 | 8 | 2 | (212) 920-2000 | adviserinfo.sec.gov | |
| Novi Wealth Partners | Princeton | $612.8 million | 1,001 | 11 | Not listed | (609) 921-7002 | noviwealth.com | adviserinfo.sec.gov |
| Dumont & Blake Investment Advisors LLC | Princeton | $562.3 million | 858 | 8 | Not listed | (609) 514-1899 | adviserinfo.sec.gov | |
| Giverny Capital Advisors | Princeton | $420.9 million | 293 | 2 | Not listed | (609) 759-1250 | adviserinfo.sec.gov | |
| Landseer Advisors LLC | Princeton | $415.2 million | 3 | 5 | Not listed | (212) 457-0902 | landseerinv.com | adviserinfo.sec.gov |
| Carnegie Lake Advisors LLC | Princeton | $403 million | 463 | 7 | Not listed | (609) 955-3667 | carnegielakeadvisorsllc.com | adviserinfo.sec.gov |
| Bayard Asset Management LLC | Princeton | $397.3 million | 5 | 4 | 1 | (609) 580-1457 | bayardasset.com | adviserinfo.sec.gov |
| Eks Associates | Princeton | $324.3 million | 267 | 3 | Not listed | (609) 921-1016 | yelp.com | adviserinfo.sec.gov |
| Mercator Partners | Princeton | $297.6 million | 3 | 7 | 2 | (347) 753-2779 | adviserinfo.sec.gov | |
| West Horizon Capital | Princeton | $282.8 million | 3 | 4 | 1 | (640) 203-4660 | adviserinfo.sec.gov | |
| Kubhera Enterprises LLC | Princeton | $275.5 million | 868 | 5 | 1 | (609) 799-5900 | kubhera.com | adviserinfo.sec.gov |
| KDT Advisors, LLC | Princeton | $210.4 million | 60 | 5 | Not listed | (929) 293-1270 | kdtadvisors.com | adviserinfo.sec.gov |
| Halberstadt Financial Consultants Inc | Princeton | $185 million | 337 | 5 | Not listed | (609) 921-0180 | halberstadtfinancial.com | adviserinfo.sec.gov |
| Altman Investment Management LLC | Princeton | $119.9 million | 68 | 5 | Not listed | (609) 252-0048 | adviserinfo.sec.gov | |
| Bergamot Asset Management LP | Princeton | $106.5 million | 258 | 8 | 8 | (609) 917-7900 | adviserinfo.sec.gov | |
| Millstone Financial Group | Princeton | $104.4 million | 483 | 9 | Not listed | (732) 385-8544 | adviserinfo.sec.gov | |
| Acorn Asset Management LLC | Princeton | $6.6 million | 16 | 1 | Not listed | (609) 455-1223 | acornassetmanagement.com | adviserinfo.sec.gov |
| Sosv Investments LLC (F/K/A Sosventures LLC) | Princeton | Not listed | Not listed | Not listed | 18 | (609) 436-5056 | sosv.com | adviserinfo.sec.gov |
| Domain Associates, LLC | Princeton | Not listed | Not listed | Not listed | 5 | (215) 317-0791 | domainvc.com | adviserinfo.sec.gov |
| 2048 Ventures, LLC | Princeton | Not listed | Not listed | Not listed | 3 | (201) 788-9030 | adviserinfo.sec.gov | |
| Harmony Capital Management LP | Princeton | Not listed | Not listed | Not listed | 2 | (917) 971-1137 | adviserinfo.sec.gov | |
| CHP Management, Inc. Dba Cardinal Partners | Princeton | Not listed | Not listed | Not listed | 1 | (609) 924-6452 | cardinalpartners.com | adviserinfo.sec.gov |
| Sky Life Sciences Capital, LP | Princeton | Not listed | Not listed | Not listed | 1 | (917) 902-1217 | adviserinfo.sec.gov | |
| Flight Line Financial, LLC | Princeton | Not listed | 0 | 1 | Not listed | (609) 955-3570 | adviserinfo.sec.gov | |
| Pionex Investments Inc. | Princeton | Not listed | 0 | 1 | Not listed | (973) 610-2699 | pionex.us | adviserinfo.sec.gov |
Advisers in Princeton that manage private funds
17 advisers report private funds. The 30 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Blackrock Investment Management, LLC | Princeton | NJ | 49 | 3 | 43 | Not listed | Not listed | $3.87 billion | $676.69 billion | adviserinfo.sec.gov |
| Prysm Capital, L.P. | Princeton | NJ | 21 | Not listed | 21 | Not listed | Not listed | $6.86 billion | $6.86 billion | adviserinfo.sec.gov |
| Sosv Investments LLC (F/K/A Sosventures LLC) | Princeton | NJ | 18 | Not listed | Not listed | 18 | Not listed | $1.35 billion | Not listed | adviserinfo.sec.gov |
| Princeton Equity Group | Princeton | NJ | 8 | Not listed | 8 | Not listed | Not listed | $1.23 billion | $1.72 billion | adviserinfo.sec.gov |
| Bergamot Asset Management LP | Princeton | NJ | 8 | Not listed | 8 | Not listed | Not listed | $21.6 million | $106.5 million | adviserinfo.sec.gov |
| Domain Associates, LLC | Princeton | NJ | 5 | Not listed | Not listed | 5 | Not listed | $117 million | Not listed | adviserinfo.sec.gov |
| Edgestream Partners, L.P. | Princeton | NJ | 4 | 4 | Not listed | Not listed | Not listed | $5.02 billion | $4.89 billion | adviserinfo.sec.gov |
| 2048 Ventures, LLC | Princeton | NJ | 3 | Not listed | Not listed | 3 | Not listed | $225.6 million | Not listed | adviserinfo.sec.gov |
| Watermark Group, Inc. | Princeton | NJ | 2 | 2 | Not listed | Not listed | Not listed | $3.82 billion | $3.82 billion | adviserinfo.sec.gov |
| Unio Capital LLC | Princeton | NJ | 2 | 2 | Not listed | Not listed | Not listed | $143.7 million | $691.5 million | adviserinfo.sec.gov |
| Mercator Partners | Princeton | NJ | 2 | 2 | Not listed | Not listed | Not listed | $332.7 million | $297.6 million | adviserinfo.sec.gov |
| Harmony Capital Management LP | Princeton | NJ | 2 | Not listed | 2 | Not listed | Not listed | $25.6 million | Not listed | adviserinfo.sec.gov |
| Bayard Asset Management LLC | Princeton | NJ | 1 | 1 | Not listed | Not listed | Not listed | $112.6 million | $397.3 million | adviserinfo.sec.gov |
| West Horizon Capital | Princeton | NJ | 1 | 1 | Not listed | Not listed | Not listed | $282.8 million | $282.8 million | adviserinfo.sec.gov |
| Kubhera Enterprises LLC | Princeton | NJ | 1 | Not listed | 1 | Not listed | Not listed | $5.7 million | $275.5 million | adviserinfo.sec.gov |
| CHP Management, Inc. Dba Cardinal Partners | Princeton | NJ | 1 | Not listed | Not listed | 1 | Not listed | $10.1 million | Not listed | adviserinfo.sec.gov |
| Sky Life Sciences Capital, LP | Princeton | NJ | 1 | 1 | Not listed | Not listed | Not listed | $80.9 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.