Princeton Capital Management LLC
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 Holdings
Equity Positions (126)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 19.39% | $65.3M | 413,401 | $17.31 | $157.99 | +$19.7M |
A AAPL | APPLE INC | 7.94% | $26.7M | 130,351 | $53.03 | $205.17 | -$3.0M |
M MSFT | MICROSOFT CORP | 7.67% | $25.8M | 51,955 | $109.27 | $497.41 | +$5.0M |
A AMZN | AMAZON COM INC | 7.51% | $25.3M | 115,291 | $85.88 | $219.39 | +$2.5M |
C CRWD | CROWDSTRIKE HLDGS INC | 5.01% | $16.9M | 33,122 | $285.26 | $509.31 | +$4.2M |
Industry Allocation
Investment Team (2)
| Name | Role | Location | |
|---|---|---|---|
| President | Princeton, NJ , United States | ||
J John H | Co-President, Institutional Client Strategy and Portfolio Manager | Princeton, NJ , United States |