# Princeton Asset Management, LLC

> Princeton Asset Management, LLC is a state-registered investment advisory firm in Boca Raton, FL, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 18, 2026.

- CRD: 148087
- Filed as: PRINCETON ASSET MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Boca Raton, FL
- Filing period: October 2026
- Form ADV filing dated: May 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/148087
- AdvisorCensus page: https://advisorcensus.com/firm/princeton-asset-management-llc-boca-raton-fl-148087

## Quick answers

**How is Princeton Asset Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Princeton Asset Management, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Princeton Asset Management, LLC located?**
Princeton Asset Management, LLC's principal office is in Boca Raton, FL, according to its Form ADV.

**Is Princeton Asset Management, LLC registered with the SEC or a state?**
Princeton Asset Management, LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 148087.

**How much does Princeton Asset Management, LLC manage?**
Princeton Asset Management, LLC reports $71,012,000 in regulatory assets under management in its Form ADV filing dated May 18, 2026 (95% discretionary).

**What types of clients does Princeton Asset Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (39); charitable organizations (3).

**Does Princeton Asset Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/148087

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $71,012,000
- Discretionary: $67,599,483
- Non-discretionary: $3,412,517

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 39 | $65,873,945 |
| Charitable organizations | 3 | $5,138,055 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2012 (14 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DC, FL, NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- princetonam.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Princeton Asset Management, LLC (CRD 148087): Form ADV filing data as of October 2026.