Princeton Value Partners LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 4, 2026, reports $57M in regulatory assets under management, 2 employees, 1 office, and 53 accounts.
Assets Under Management
$57M
Employees
2
Offices
1 office
Total Clients
31
Primary office
NEW YORK, NY
200 EAST 66TH STREET, A-1901, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 87.1% of total clients.
Top client categories% of clientsClients
1
HNWI
87.1%
27
2
Pooled Investment Vehicles
9.7%
3
3
Other Advisers
3.2%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$57Mas of March 4, 2026
Discretionary100.0%
$57M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$57M
Total Accounts53
10Y AUM Change+$32M (+121.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee16:1
10Y Employee Change-1 (-33.3%)
* 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.