Data / Investment advisers / New Jersey / Princeton Equity Group
Princeton Equity Group, Princeton, NJ: $1.7 billion AUM, SEC registered investment adviser
Princeton Equity Group is an SEC registered investment adviser with its main office in Princeton, New Jersey and reports $1.7 billion in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 8 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 310405
- SEC file number
- 801-121932
- SEC status
- Approved, effective December 6, 2021
- Legal name
- Princeton Equity Advisors, LP
- Main office
- 47 Hulfish Street Suite 300, Princeton, NJ 08542
- Phone
- (609) 454-5700
- Website
- princetonequity.com
- Regulatory AUM
- $1,716,754,013 in the Form ADV filed March 30, 2026
- Discretionary AUM
- $1,716,754,013
- Accounts
- 8
- Employees
- 25, of which 21 give investment advice
- Form of organization
- Limited Partnership
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 8: 8 private equity funds
- Gross assets of private funds
- $1,234,566,962
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 8 | $1.72 billion |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.72 billion | March 30, 2026 |
| December 1, 2025 | $1.39 billion | March 28, 2025 |
Other advisers in Princeton
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Prysm Capital, L.P. | Princeton | $6.86 billion | 21 | adviserinfo.sec.gov |
| Edgestream Partners, L.P. | Princeton | $4.89 billion | 4 | adviserinfo.sec.gov |
| Watermark Group, Inc. | Princeton | $3.82 billion | 2 | adviserinfo.sec.gov |
| Systematic Alpha Investments, LLC | Princeton | $3.49 billion | Not listed | adviserinfo.sec.gov |
| Roundview Capital, LLC | Princeton | $2.13 billion | Not listed | adviserinfo.sec.gov |
| Princeton Global Asset Management LLC | Princeton | $921.3 million | Not listed | adviserinfo.sec.gov |
| Sciencast Management LP | Princeton | $760 million | Not listed | adviserinfo.sec.gov |
| Unio Capital LLC | Princeton | $691.5 million | 2 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Princeton, NJ
- Investment advisers in New Jersey
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Princeton Equity Group on the SEC's adviser search
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.