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Princeton Fund Advisors LLC
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CRD # | 157821 |
SEC # | 801-72525 |
CIK # | |
AUM | $929.6 MM (2024-03-28) |
Employees | 35 (57% Investors, 23% Brokers) |
Phone | 303-382-2880 |
Address | 1580 Lincoln Street Denver, CO 80203 |
Source | [IAPD] [Website] [LinkedIn] |
Total AUM ($MM) |
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Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
PE | KKR Xi Access Fund LP | 2013-06-24 | 4.3 | |
PE | Mount Yale Private Equity Fund LP | 2012-07-23 | 7.0 | |
PE | Mount Yale Private Equity Offshore Fund LP | 2012-07-23 | 2.5 | |
PE | MYPE Investment Partners LP | 2012-07-23 | 9.6 |
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 6 | 920.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 3 | 9.6 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 9 | 929.6 |
By Discretionary | ||
Discretionary | 9 | 929.6 |
Non-Discretionary | 0 | 0.0 |
Total | 9 | 929.6 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 929.6 | |
Total | 9 | 929.6 |
Related Firms | State | AUM ($BB) |
---|---|---|
Mount Yale Investment Advisors LLC
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|
CO | 2.2 |
Princeton Fund Advisors LLC
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|
CO | 0.9 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Northlane Capital Partners LLC
✚
|
MD | 0.9 |
Staple Street Capital Management LP
✚
|
NY | 0.9 |
GEC Advisors LLC
✚
|
TX | 0.9 |
Bracket Ventures Management LLC
✚
|
CA | 0.9 |
Argand Partners LP
✚
|
NY | 0.9 |
Vine Investment Advisors LP
✚
|
NY | 0.9 |
7Ridge Limited
✚
|
0.9 | |
Weatherford Capital Management LLC
✚
|
FL | 0.9 |
NorthStar Company LLC
✚
|
MN | 0.9 |
Liberty Hall Capital Partners LP
✚
|
SC | 0.9 |