Data / Investment advisers / New York / Princeton Value Partners LLC
Princeton Value Partners LLC, New York, NY: $57.4 million AUM, SEC registered investment adviser
Princeton Value Partners LLC is an SEC registered investment adviser with its main office in New York, New York and reports $57.4 million in regulatory assets under management in its Form ADV filed March 4, 2026. Its clients include other investment advisers, high net worth individuals and pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 3 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 313153
- SEC file number
- 801-131270
- SEC status
- Approved, effective October 11, 2024
- Main office
- 200 East 66th Street A-1901, New York, NY 10065
- Phone
- (609) 571-6687
- Website
- princetonvp.com
- Regulatory AUM
- $57,440,113 in the Form ADV filed March 4, 2026
- Discretionary AUM
- $57,440,113
- Accounts
- 53
- Employees
- 2, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 3: 3 hedge funds
- Gross assets of private funds
- $11,604,208
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 4, 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 |
|---|---|---|
| Other investment advisers | 1 | $29.6 million |
| High net worth individuals | 27 | $15.4 million |
| Pooled investment vehicles | 3 | $12.5 million |
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 | $57.4 million | March 4, 2026 |
| December 1, 2025 | $36.6 million | March 13, 2025 |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Goldiron GP LLC | New York | $60.2 million | 1 | adviserinfo.sec.gov |
| Liberty Wealth Managers | New York | $59.9 million | Not listed | adviserinfo.sec.gov |
| Quantel Asset Management LLC | New York | $59.7 million | Not listed | adviserinfo.sec.gov |
| Velara Wealth Management Inc. | New York | $58.5 million | Not listed | adviserinfo.sec.gov |
| Truck Capital | New York | $58.3 million | 2 | adviserinfo.sec.gov |
| Newoak Asset Management LLC | New York | $57.1 million | Not listed | adviserinfo.sec.gov |
| Moment Advisors, LLC | New York | $56.3 million | Not listed | adviserinfo.sec.gov |
| Szop Multistrat Management LLC | New York | $55.9 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York, NY
- Investment advisers in New York
- Advisers with $50 million to $100 million in AUM
- Advisers serving other investment advisers
- Advisers serving high net worth individuals
- Advisers that manage private funds
- Princeton Value Partners LLC 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.