Princeton Portfolio Strategies Group LLC

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Princeton Portfolio Strategies Group LLC ✚
CRD #	158570
SEC #	801-72695
CIK #	0001568289
AUM
Employees	9 (44% Investors, 0% Brokers)
Phone	609-436-5680
Address	212 Carnegie Center Princeton, NJ 08540
Source	[IAPD] [EDGAR] [Website] [LinkedIn]

Total AUM ($M) Copy

Sector	Form 13F Holdings	Value ($M)
	Apple Inc	23.2
	Microsoft Corp	22.7
	Danaher Corp /DE/	19.6
	Thermo Fisher Scientific Inc	17.4
	Comcast Corp	16.0
	Dollar General Corp	15.6
	Zoetis Inc	14.2
	Alphabet Inc	13.6
	American Tower Corp /MA/	12.6
	Visa Inc	11.4
View All

Holdings by Sector ($M)

Type	Form D Funds	Date	Sold	AUM
HF	Princeton Tremson Absolute Return LP	[2016-09-08]	5.6 M	3.4 M
	Filed 2017-06-14 (D/A) · Exemption 506(b) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Princeton Tremson Select Value LP	[2016-09-08]	5.5 M	4.1 M
	Filed 2017-08-15 (D/A) · Exemption 506(b) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	142	106.4
(b) Individuals (high net worth individuals)	64	445.1
(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	0	0.0
(g) Pension and profit sharing plans	0	8.0
(h) Charitable organizations	0	3.8
(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	7.6
(n) Other	0	0.0
Total	458	570.9
By Discretionary
Discretionary	456	562.9
Non-Discretionary	2	8.0
Total	458	570.9
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		570.9
Total	458	570.9

Form D Directors	Role	# Filings	# Firms
Jeffrey Tuder	Executive Officer	2	1
Princeton Tremson Partners GP LLC	Director	2	1
Suzanne Twitchell	Executive Officer	2	1

EDGAR Form	CIK	2011 - 2026
13F-HR	[0001568289]

Firm Profile (Form ADV)
Discretionary AUM	$0.1B
Serves	Institutional, Retail
Fund Types	Hedge Fund

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Princeton Portfolio Strategies Group LLC

Assets, Funds, Holdings