SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Princeton Value Partners LLC
New York, NY
CRD 313153
Firm filing updated March 4, 2026 ·
- $57.4MAssets
- 31Clients
- 1Advisory staff
- 53Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Performance-based feesYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- High net worth individuals27
- Pooled vehicles3
- Other investment advisors1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 27 | $15.4 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $12.5 million |
| Other investment advisors | 1 | $29.6 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
Assets and accounts
- Regulatory assets$57.4 million
- Accounts53
- DiscretionaryAll accounts
People
- Employees2
- Advisory staff1
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients0
Advisors
2 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 313153, SEC file 801-131270.
- Registered with the SEC as an investment advisor (status date on record: October 11, 2024).
Is Princeton Value Partners LLC a fiduciary?
Short answer: Princeton Value Partners LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.