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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.

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
Blackrock Investment Management, LLCPrinceton$676.69 billion53,9591,58949(609) 282-2000blackrock.comadviserinfo.sec.gov
Concord Advisory Group LTDPrinceton$46.19 billion20434Not listed(609) 987-9000concordadvisory.comadviserinfo.sec.gov
Prysm Capital, L.P.Princeton$6.86 billion211421(609) 651-5125prysmcapital.comadviserinfo.sec.gov
Edgestream Partners, L.P.Princeton$4.89 billion3404(609) 681-2200edgestreamlp.comadviserinfo.sec.gov
Watermark Group, Inc.Princeton$3.82 billion6222(609) 683-8200watermarkgroup.comadviserinfo.sec.gov
Systematic Alpha Investments, LLCPrinceton$3.49 billion221Not listed(609) 751-7550adviserinfo.sec.gov
Roundview Capital, LLCPrinceton$2.13 billion1,91113Not listed(609) 688-9500roundviewcapital.comadviserinfo.sec.gov
Princeton Equity GroupPrinceton$1.72 billion8258(609) 454-5700princetonequity.comadviserinfo.sec.gov
Princeton Global Asset Management LLCPrinceton$921.3 million1,22922Not listed(609) 945-1781princetonglobal.comadviserinfo.sec.gov
Sciencast Management LPPrinceton$760 million14Not listed(609) 917-3298adviserinfo.sec.gov
Unio Capital LLCPrinceton$691.5 million11582(212) 920-2000adviserinfo.sec.gov
Novi Wealth PartnersPrinceton$612.8 million1,00111Not listed(609) 921-7002noviwealth.comadviserinfo.sec.gov
Dumont & Blake Investment Advisors LLCPrinceton$562.3 million8588Not listed(609) 514-1899adviserinfo.sec.gov
Giverny Capital AdvisorsPrinceton$420.9 million2932Not listed(609) 759-1250adviserinfo.sec.gov
Landseer Advisors LLCPrinceton$415.2 million35Not listed(212) 457-0902landseerinv.comadviserinfo.sec.gov
Carnegie Lake Advisors LLCPrinceton$403 million4637Not listed(609) 955-3667carnegielakeadvisorsllc.comadviserinfo.sec.gov
Bayard Asset Management LLCPrinceton$397.3 million541(609) 580-1457bayardasset.comadviserinfo.sec.gov
Eks AssociatesPrinceton$324.3 million2673Not listed(609) 921-1016yelp.comadviserinfo.sec.gov
Mercator PartnersPrinceton$297.6 million372(347) 753-2779adviserinfo.sec.gov
West Horizon CapitalPrinceton$282.8 million341(640) 203-4660adviserinfo.sec.gov
Kubhera Enterprises LLCPrinceton$275.5 million86851(609) 799-5900kubhera.comadviserinfo.sec.gov
KDT Advisors, LLCPrinceton$210.4 million605Not listed(929) 293-1270kdtadvisors.comadviserinfo.sec.gov
Halberstadt Financial Consultants IncPrinceton$185 million3375Not listed(609) 921-0180halberstadtfinancial.comadviserinfo.sec.gov
Altman Investment Management LLCPrinceton$119.9 million685Not listed(609) 252-0048adviserinfo.sec.gov
Bergamot Asset Management LPPrinceton$106.5 million25888(609) 917-7900adviserinfo.sec.gov
Millstone Financial GroupPrinceton$104.4 million4839Not listed(732) 385-8544adviserinfo.sec.gov
Acorn Asset Management LLCPrinceton$6.6 million161Not listed(609) 455-1223acornassetmanagement.comadviserinfo.sec.gov
Sosv Investments LLC (F/K/A Sosventures LLC)PrincetonNot listedNot listedNot listed18(609) 436-5056sosv.comadviserinfo.sec.gov
Domain Associates, LLCPrincetonNot listedNot listedNot listed5(215) 317-0791domainvc.comadviserinfo.sec.gov
2048 Ventures, LLCPrincetonNot listedNot listedNot listed3(201) 788-9030adviserinfo.sec.gov
Harmony Capital Management LPPrincetonNot listedNot listedNot listed2(917) 971-1137adviserinfo.sec.gov
CHP Management, Inc. Dba Cardinal PartnersPrincetonNot listedNot listedNot listed1(609) 924-6452cardinalpartners.comadviserinfo.sec.gov
Sky Life Sciences Capital, LPPrincetonNot listedNot listedNot listed1(917) 902-1217adviserinfo.sec.gov
Flight Line Financial, LLCPrincetonNot listed01Not listed(609) 955-3570adviserinfo.sec.gov
Pionex Investments Inc.PrincetonNot listed01Not listed(973) 610-2699pionex.usadviserinfo.sec.gov

Advisers in Princeton that manage private funds

17 advisers report private funds. The 30 with the most funds.

AdviserCityStatePrivate fundsHedgePrivate equityVenture capitalReal estateFund gross assetsAUMSource
Blackrock Investment Management, LLCPrincetonNJ49343Not listedNot listed$3.87 billion$676.69 billionadviserinfo.sec.gov
Prysm Capital, L.P.PrincetonNJ21Not listed21Not listedNot listed$6.86 billion$6.86 billionadviserinfo.sec.gov
Sosv Investments LLC (F/K/A Sosventures LLC)PrincetonNJ18Not listedNot listed18Not listed$1.35 billionNot listedadviserinfo.sec.gov
Princeton Equity GroupPrincetonNJ8Not listed8Not listedNot listed$1.23 billion$1.72 billionadviserinfo.sec.gov
Bergamot Asset Management LPPrincetonNJ8Not listed8Not listedNot listed$21.6 million$106.5 millionadviserinfo.sec.gov
Domain Associates, LLCPrincetonNJ5Not listedNot listed5Not listed$117 millionNot listedadviserinfo.sec.gov
Edgestream Partners, L.P.PrincetonNJ44Not listedNot listedNot listed$5.02 billion$4.89 billionadviserinfo.sec.gov
2048 Ventures, LLCPrincetonNJ3Not listedNot listed3Not listed$225.6 millionNot listedadviserinfo.sec.gov
Watermark Group, Inc.PrincetonNJ22Not listedNot listedNot listed$3.82 billion$3.82 billionadviserinfo.sec.gov
Unio Capital LLCPrincetonNJ22Not listedNot listedNot listed$143.7 million$691.5 millionadviserinfo.sec.gov
Mercator PartnersPrincetonNJ22Not listedNot listedNot listed$332.7 million$297.6 millionadviserinfo.sec.gov
Harmony Capital Management LPPrincetonNJ2Not listed2Not listedNot listed$25.6 millionNot listedadviserinfo.sec.gov
Bayard Asset Management LLCPrincetonNJ11Not listedNot listedNot listed$112.6 million$397.3 millionadviserinfo.sec.gov
West Horizon CapitalPrincetonNJ11Not listedNot listedNot listed$282.8 million$282.8 millionadviserinfo.sec.gov
Kubhera Enterprises LLCPrincetonNJ1Not listed1Not listedNot listed$5.7 million$275.5 millionadviserinfo.sec.gov
CHP Management, Inc. Dba Cardinal PartnersPrincetonNJ1Not listedNot listed1Not listed$10.1 millionNot listedadviserinfo.sec.gov
Sky Life Sciences Capital, LPPrincetonNJ11Not listedNot listedNot listed$80.9 millionNot listedadviserinfo.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.