Princeton Value Partners LLC logo

Princeton Value Partners LLC

Updated today

Client assets under management

$15,386,586

Clients

27

100% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

14

Very Low

Average account size

$569,874

About

Princeton Value Partners is a boutique investment adviser that provides discretionary equity portfolio management to institutions and high‑net‑worth clients, and also manages pooled investment vehicles. The firm offers separately managed accounts, serves as general partner to private funds, and delivers model and sub‑advisory services to other financial firms.

The firm follows a value‑driven, research‑intensive process that emphasizes Normalized Earnings Per Share, concentrated long‑only portfolios (generally 25–50 stocks), high active share, and extended holding periods; it typically remains nearly fully invested and does not use derivatives or short positions. PVP generally implements strategies on a discretionary basis for clients and model recipients and encourages a long‑term orientation rather than frequent trading.

Notable distinctions include its role as a private fund adviser and manager of pooled vehicles while also providing model and sub‑advisory services to other advisers — a combination that is uncommon among similar firms. The firm also accepts performance‑based compensation for some accounts and maintains GIPS®-level performance reporting and disclosures, and it primarily serves accredited or otherwise qualified investors rather than retail, non‑high‑net‑worth individuals.

Client services

Portfolio management

Expertise

Active portfolio management Concentrated stock management Wealth management

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Fee options

Performance-based

Performance-based fees or allocations based on a percentage of capital appreciation above a benchmark, terms vary by client agreement

Other

Account minimum: $1,000,000 generally for SMAs; $250,000 generally for private funds

Main office location

Princeton Value Partners LLC

200 East 66 Th Street, A 1901

New York NY 10065, United States

Number of offices

2

Most active in

New Jersey

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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