Princeton Capital Management is a registered investment advisor that manages investment portfolios and provides supervisory services for individuals, family offices, foundations, endowments, and corporations. The firm offers a wide range of proprietary investment strategies, including equity management across various market capitalizations, balanced portfolios, tactical asset allocation, and active interest rate management. Princeton Capital Management builds personalized portfolios using individual stocks, bonds, options, exchange-traded funds, and mutual funds, tailored to each client's specific goals, financial profile, and risk tolerance. Portfolios are managed on a discretionary basis, meaning the firm makes trades on behalf of clients without needing prior approval for each transaction. Princeton Capital Management also serves as investment advisor to affiliated long-short equity limited partnerships and participates in wrap-fee and model platform programs through third-party sponsors.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $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.