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Alfred Berkeley

Princeton Capital Management LLC
41 Years of Experience
Red Bank, NJ
1 Disclosure
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Alfred Berkeley is a registered investment advisor at Princeton Capital Management LLC, based in Red Bank, NJ, with 41 years of industry experience. Alfred operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 184 clients with $440M in assets under management.

Princeton Capital Management LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
184 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$435.5M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M1.00%
$3.0M - $5.0M0.85%
$5M+0.75%

Rates shown apply to standard Equity and Balanced strategies. Other strategies have different fee schedules, such as Growth strategies at 1.25% dropping to 1.0%, and Tactical Asset Management at a flat 0.50%. Fees are negotiable in certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

331 Newman Springs Road, Suite 133, Red Bank, NJ, 07701-1074

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History

Regulatory History (1)
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Regulatory
October 2011
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Alfred is involved in numerous board and advisory roles for various companies, including Realpage Inc., Security First Corp, XBRL US, and others. He also works as a consultant for Centra Technologies, Arete Associates, and Safeguard Scientifics, dedicating minimal time to each activity.

Employment History
Current Registrations
Princeton Capital Management LLC
April 2018 - Present · 8 yrs 6 mos
Previous Registrations
Princeton Capital Management INC
June 2013 - December 2017 · 4 yrs 6 mos
Pipeline Trading Systems LLCBroker
March 2004 - November 2011 · 7 yrs 8 mos
Alex. Brown & Sons IncorporatedBroker
June 1992 - June 1996 · 4 yrs
Alex. Brown & Sons IncorporatedBroker
November 1972 - March 1989 · 16 yrs 4 mos
State Registrations1 state
NJ
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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Alfred Berkeley - Financial Advisor | TrueAdvisor