Princeton Equity Group

Fee-Only (% of Portfolio)

Princeton Equity Advisors provides investment advice exclusively to pooled investment vehicles (private funds) for sophisticated investors, including high net worth individuals, retirement plans, trusts, and businesses. These funds primarily invest in control buyouts and recapitalizations of growth-oriented and founder/family-owned franchisors and multi-location companies. The firm's approach focuses on specialized sector knowledge in franchising and multi-location businesses.

Assets Under Management$1.4B
Clients6
AdvisorsN/A
Avg. per Client$230M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Princeton Equity Group | TrueAdvisor