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| Happy Holidays!! thanks for using AUM13F!! |
| Princeton Equity Advisors LP
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| CRD # | 310405 |
| SEC # | 801-121932 |
| CIK # | |
| AUM | $1.4 B (2025-03-28) |
| Employees | 18 (78% Investors, 0% Brokers) |
| Phone | 609-454-5700 |
| Address | 47 Hulfish Street Princeton, NJ 08542 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Pirtek PEP Co-Invest I LP | [2024-03-29] | 0.0 | 161.9 |
| PE | Princeton Equity Partners II-A LP | [2024-03-29] | 0.0 | 188.3 |
| PE | Princeton Equity Partners II LP | [2024-03-29] | 0.0 | 377.1 |
| PE | SZ PEP Co-Invest LP | [2024-03-29] | 0.0 | 25.9 |
| PE | Princeton Equity Partners I-A LP | [2020-08-09] | 0.0 | 143.7 |
| PE | Princeton Equity Partners I LP | [2020-08-09] | 0.0 | 488.8 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 6 | 1,385.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 6 | 1,385.6 |
| By Discretionary | ||
| Discretionary | 6 | 1,385.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6 | 1,385.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,385.6 | |
| Total | 6 | 1,385.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Douglas Kennealey | 8 | ||
| James Waskovich | 8 | ||
| Douglas Kennealy | 1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
White Deer Management LLC
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|
TX | 1.4 |
|
APC Asset Development II LP
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|
CA | 1.4 |
|
Behrman Brothers Management Company LP
✚
|
NY | 1.4 |
|
Yucaipa Master Manager LLC
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|
CA | 1.4 |
|
LFM Capital LLC
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|
TN | 1.4 |
|
Balmoral Management II LP
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|
CA | 1.4 |
|
MPE MGT Co LLC
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|
OH | 1.4 |
|
Centre Partners Management LLC
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|
NY | 1.4 |
|
American Pacific Group LP
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|
CA | 1.4 |
|
Nassau Alternative Investments LLC
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|
NY | 1.4 |