CRD: 148087
Princeton Asset Management, LLC
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- Custodian
- Fidelity/NFS ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-03-2009
- Office Locations
- 1
Office Locations
About Princeton Asset Management, LLC
Princeton Asset Management is a women- and minority-owned investment firm focused on active fixed income and credit. The firm runs an Opportunistic Credit strategy, using catalyst-driven security selection with an ESG overlay and overweighting high-conviction ideas to navigate changing rate regimes. Serves institutional and retail allocators seeking differentiated results vs core bond index exposure.
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Owner & Executives
RUI FALCON
Chief Compliance Officer, Chief Executive Officer, Owner
- CRD
- #4245881
- Ownership
- 50% but less than 75%
ADAM DUVAL FALCON
Chief Investment Officer
- CRD
- #5986933
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $67,599,483 | -- |
| Non-Discretionary | $3,412,517 | -- |
| Total | $71,012,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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