# Princeton Value Partners LLC

> Princeton Value Partners LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 4, 2026.

- CRD: 313153
- Filed as: PRINCETON VALUE PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/313153
- AdvisorCensus page: https://advisorcensus.com/firm/princeton-value-partners-llc-new-york-ny-313153

## Quick answers

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

**Where is Princeton Value Partners LLC located?**
Princeton Value Partners LLC's principal office is in New York, NY, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Princeton Value Partners LLC registered with the SEC or a state?**
Princeton Value Partners LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 313153.

**How much does Princeton Value Partners LLC manage?**
Princeton Value Partners LLC reports $57,440,113 in regulatory assets under management in its Form ADV filing dated March 4, 2026 (100% discretionary).

**How have Princeton Value Partners LLC's assets and staff changed since 2025?**
In the Form ADV data for Princeton Value Partners LLC: Regulatory assets under management: $36,586,621 in the October 2025 data and $57,440,113 in the October 2026 data, up 57%. Total employees: 3 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Princeton Value Partners LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (27); pooled investment vehicles (other than investment companies and business development companies) (3); other investment advisers (1).

**Which custodians does Princeton Value Partners LLC use?**
Princeton Value Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Interactive Brokers LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Princeton Value Partners LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/313153

**What changed in Princeton Value Partners LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 2 to 1. Regulatory assets under management went from $36,586,621 to $57,440,113 (+57%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Interactive Brokers LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $57,440,113
- Discretionary: $57,440,113
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 27 | $15,386,586 |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $12,483,579 |
| Other investment advisers | 1 | $29,569,948 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2024 (1 year)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Princeton, NJ

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $36,586,621 | 3 | March 13, 2025 |
| October 2026 | $57,440,113 | 2 | March 4, 2026 |

Regulatory assets under management: $36,586,621 in the October 2025 data and $57,440,113 in the October 2026 data, up 57%.
Total employees: 3 in October 2025 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 2 to 1.
- Regulatory assets under management went from $36,586,621 to $57,440,113 (+57%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Princeton Value Partners LLC (CRD 313153): Form ADV filing data as of October 2026.