Adviser Profile
| As of Date | 10/13/2024 |
| Registration status | Registration Changed to PRINCETON VALUE PARTNERS LLC |
| ADV Location | PRINCETON, NJ, United States |
| Contact Info | 609 xxxxxxx |
| Websites |
| AUM* | 25,891,967 |
| of that, discretionary | 25,891,967 |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 507,686 |
| % High Net Worth | 90.00% -10% |
| SMA’s | No |
| Private Funds | 0 3 |
Adviser Type
Client Types
- High net worth individuals
- Pooled investment vehicles
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
1
1
1
1