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Princeton Capital Management LLC

CIK:0001167026
Investment Adviser
$373M AUM
127 holdings
Red Bank, NJ, United States
Founded:1988
9 employees
Latest filing:Jun 30, 2025

Princeton Capital Management LLC is an independent, employee-owned asset management firm headquartered in Red Bank, New Jersey. Founded in 1988, the firm operates as an SEC-registered investment adviser specializing in customized portfolio management and comprehensive investment solutions for high net worth private clients and institutional platforms. The firm is known for its partnership culture and legacy of client service, with a seasoned team of investment professionals averaging 30+ years of experience. They prioritize fiduciary responsibility and a highly personalized service, catering primarily to high net worth individuals and institutions.

Investment Strategy

Princeton Capital Management implements a thematic and fundamental investment approach focused on delivering portfolio solutions tailored to each client's goals. Their investment process combines in-depth research on capital markets and individual securities, aiming to build diversified portfolios that balance protection, income, and growth. The firm manages both core equity strategies—emphasizing large- and mid-cap US equities with dividend and growth profiles—and unconstrained growth equity strategies investing in innovative, well-managed US companies with long-term growth potential. Risk management and tax efficiency are prioritized, with portfolios actively adjusted to changing market, fiscal, and geopolitical conditions.

Top Buys
N
NVDANVIDIA CORPORATION
+$19.7M
M
MSFTMICROSOFT CORP
+$5.0M
P
PWRQUANTA SVCS INC
+$4.6M
C
CRWDCROWDSTRIKE HLDGS INC
+$4.2M
A
AVGOBROADCOM INC
+$3.6M
Top Sells
A
AAPLAPPLE INC
-$3.0M
M
MRKMERCK & CO INC
-$1.4M
L
LLYELI LILLY & CO
-$919.7K
V
VRTXVERTEX PHARMACEUTICALS INC
-$845.6K
Z
ZTSZOETIS INC
-$634.2K

Top Holdings

N
NVDANVIDIA CORPORATION
+19.4%$65.3M
A
AAPLAPPLE INC
+7.9%$26.7M
M
MSFTMICROSOFT CORP
+7.7%$25.8M
A
AMZNAMAZON COM INC
+7.5%$25.3M
C
CRWDCROWDSTRIKE HLDGS INC
+5.0%$16.9M

Equity Positions (126)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
N
NVDA
NVIDIA CORPORATION19.39%$65.3M413,401$17.31$157.99+$19.7M
A
AAPL
APPLE INC7.94%$26.7M130,351$53.03$205.17-$3.0M
M
MSFT
MICROSOFT CORP7.67%$25.8M51,955$109.27$497.41+$5.0M
A
AMZN
AMAZON COM INC7.51%$25.3M115,291$85.88$219.39+$2.5M
C
CRWD
CROWDSTRIKE HLDGS INC5.01%$16.9M33,122$285.26$509.31+$4.2M

Industry Allocation

SEMICONDUCTORS & RELATED DEVICES
+23.9%
SERVICES-PREPACKAGED SOFTWARE
+14.4%
ELECTRONIC COMPUTERS
+8.7%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+7.5%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+7.0%

Investment Team (2)

NameRoleLocationLinkedIn
Hugh Fitzpatrick
Hugh Fitzpatrick
PresidentPrinceton, NJ , United States
J
John H
Co-President, Institutional Client Strategy and Portfolio ManagerPrinceton, NJ , United States