A complete list of active advisors currently associated with Princeton Capital Management LLC

Warmer can help you find a great advisor at Princeton Capital Management LLC or one who fits your needs even better.

Princeton Capital Management provides investment management and supervisory services to foundations, endowments, corporations, private clients, family offices and institutions through separately managed accounts, model portfolios and sub-advisory arrangements. The firm also serves as investment advisor to two affiliated limited partnerships (long–short equity funds) and participates in SMA/wrap and model platform programs offered by intermediaries. The firm’s investment approach emphasizes a long-term focus that combines fundamental and technical analysis across a range of equity, balanced and fixed‑income strategies, including tactical asset allocation and an active interest‑rate forecasting process. Portfolios are generally managed on a discretionary basis and may utilize options, derivatives and, in limited circumstances, leverage (including margin and short sales) as part of hedging and return‑seeking strategies. Compared with many peers, Princeton Capital’s brochure discloses several uncommon features: it manages and advises pooled investment vehicles (including the two affiliated partnerships), presents performance and predecessor performance information for its strategies, and participates in wrap/SMA and model‑platform fee arrangements where it receives portions of platform fees. The firm also discloses affiliations between senior personnel and the general partners of the pooled vehicles and outlines specific side‑by‑side management controls (e.g., cool‑down periods and trade allocation policies) intended to address the resulting conflicts of interest.

To learn more about the advisors currently working at Princeton Capital Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.