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| Princeton Equity Advisors LP
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| |
|---|---|
| CRD # | 310405 |
| SEC # | 801-121932 |
| CIK # | |
| AUM | $1.4 BB (2024-07-08) |
| Employees | 17 (76% Investors, 0% Brokers) |
| Phone | 609-454-5700 |
| Address | 47 Hulfish Street Princeton, NJ 08542 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Pirtek PEP Co-Invest I LP | [2024-03-29] | 0.0 | 114.9 |
| PE | Princeton Equity Partners II-A LP | [2024-03-29] | 0.0 | 34.3 |
| PE | Princeton Equity Partners II LP | [2024-03-29] | 0.0 | 68.8 |
| PE | SZ PEP Co-Invest LP | [2024-03-29] | 0.0 | 23.9 |
| PE | Princeton Equity Partners I-A LP | [2020-08-09] | 0.0 | 109.3 |
| PE | Princeton Equity Partners I LP | [2020-08-09] | 0.0 | 370.8 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 6 | 1,373.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 6 | 1,373.2 |
| By Discretionary | ||
| Discretionary | 6 | 1,373.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6 | 1,373.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,373.2 | |
| Total | 6 | 1,373.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Douglas Kennealey | 6 | ||
| James Waskovich | 6 | ||
| Douglas Kennealy | 1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Cohesive Capital Management LP
✚
|
NY | 1.4 |
|
ACON Latam Management LLC
✚
|
DC | 1.4 |
|
Granite Equity Partners LLC
✚
|
MN | 1.4 |
|
CAI Manager LP
✚
|
CA | 1.4 |
|
Greenbelt Capital Management LP
✚
|
TX | 1.4 |
|
PRV Management LP
✚
|
CO | 1.4 |
|
Juniper Capital Advisors LP
✚
|
TX | 1.4 |
|
Housatonic Management Company Inc
✚
|
CA | 1.4 |
|
Lorient Capital Management LLC
✚
|
FL | 1.4 |
|
Whistler Capital Partners LLC
✚
|
TN | 1.4 |