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PRINCETON VALUE PARTNERS LLC

NEW YORK, NY · CRD 313153 · IAPD ↗ · princetonvp.com · 6095716687

$57.4MRegulatory AUM
1Advisory reps
2Employees
0Clients
0Planning clients
3Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

66
April 2026 — PRINCETON VALUE PARTNERS LLC reported RAUM up 57% ($36.6M -> $57.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
63
April 2025 — PRINCETON VALUE PARTNERS LLC reported RAUM up 41% ($25.9M -> $36.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
November 2024 — PRINCETON VALUE PARTNERS LLC (NEW YORK, NY) is newly SEC-registered with $25.9M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.