Princeton Capital Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Red Bank, NJ. Its latest Form ADV filing, dated April 8, 2026, reports $435M in regulatory assets under management, 10 employees, 1 office, and 390 accounts.
Assets Under Management
$435M
Employees
10
Offices
1 office
Total Clients
184
Primary office
RED BANK, NJ
331 NEWMAN SPRINGS ROAD, SUITE 133, RED BANK, NJ, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 53.8% of total clients.
Top client categories% of clientsClients
1
HNWI
53.8%
99
2
Individuals
39.1%
72
3
Charitable
3.3%
6
4
Pooled Investment Vehicles
1.1%
2
5
Pension Plans
1.1%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$435Mas of April 8, 2026
Discretionary98.7%
$430M
99% of total RAUM98.7%
Non-discretionary1.3%
$5M
1% of total RAUM1.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$435M
Total Accounts390
10Y AUM Change+$268M (+160.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee18:1
10Y Employee Change+7 (+233.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.