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- Custodian
- Charles Schwab & Company · Morgan Stanley · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-10-2001
- Office Locations
- 1
Office Locations
About Princeton Capital Management LLC
Princeton Capital Management provides customized portfolio management for high-net-worth private clients and institutional platforms. The firm uses proprietary, forward-looking research and risk management to build tax-aware portfolios and separate-account U.S. equity strategies, including a conservative Core Equity (large-/mid-cap blend with tactical cash) and an unconstrained all-cap Growth Equity. Clients get direct access to seasoned portfolio managers.
Team overview
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Client Personas
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Investment Themes
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Owner & Executives
ALFRED RIVES BERKELEY III
Chairman
- CRD
- #19441
- Ownership
- 25% but less than 50%
JOSEPH CAJIGAL
Chief Compliance Officer, Chief Executive Officer
- CRD
- #1451611
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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CAELAN ANGUS MCCARTHY
Director
- CRD
- #6541630
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $430,023,558 | $1,108,308 |
| Non-Discretionary | $5,456,160 | $2,728,080 |
| Total | $435,479,718 | $1,116,615 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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