Princeton Value Partners LLC

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Client assets under management

$15,386,586

Clients

100% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$569,874

About

Princeton Value Partners is a boutique investment adviser that provides discretionary equity portfolio management to institutions and high‑net‑worth clients, and also manages pooled investment vehicles. The firm offers separately managed accounts, serves as general partner to private funds, and delivers model and sub‑advisory services to other financial firms.

The firm follows a value‑driven, research‑intensive process that emphasizes Normalized Earnings Per Share, concentrated long‑only portfolios (generally 25–50 stocks), high active share, and extended holding periods; it typically remains nearly fully invested and does not use derivatives or short positions. PVP generally implements strategies on a discretionary basis for clients and model recipients and encourages a long‑term orientation rather than frequent trading.

Notable distinctions include its role as a private fund adviser and manager of pooled vehicles while also providing model and sub‑advisory services to other advisers — a combination that is uncommon among similar firms. The firm also accepts performance‑based compensation for some accounts and maintains GIPS®-level performance reporting and disclosures, and it primarily serves accredited or otherwise qualified investors rather than retail, non‑high‑net‑worth individuals.

Client services

Portfolio management

Expertise

Active portfolio management Concentrated stock management Wealth management

Fee options

Performance-based

Performance-based fees or allocations based on a percentage of capital appreciation above a benchmark, terms vary by client agreement

Other

Account minimum: $1,000,000 generally for SMAs; $250,000 generally for private funds

Main office location

Princeton Value Partners LLC

200 East 66 Th Street, A 1901

New York NY 10065, United States

Number of offices

Most active in

New Jersey

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 6095716687

Advisors at this firm

Manoj T

Series 63, Series 65

New York, NY

Princeton Value Partners LLC

Manoj Tandon is a financial advisor at Princeton Value Partners LLC with 3 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Princeton Value Partners in 2020, he worked at Pzena Investment Management from 2002 to 2019. Princeton Value Partners provides discretionary investment management to institutions, high-net-worth individuals, and private funds, alongside sub-advisory and model portfolio services to other financial firms. The firm employs a value-driven, research-intensive investment process focused on high-quality businesses trading below intrinsic value and maintains concentrated, long-only equity portfolios primarily in U.S.-listed stocks.

Active portfolio management Concentrated stock management Wealth management

John K

Series 63, Series 65

New York, NY

Princeton Value Partners LLC

John Krystofik is a financial advisor at Princeton Value Partners LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Tullett Prebon Financial Services LLC, LiquidNet, Inc., Precision Global Capital Management, and Mizuho Securities USA Inc. Princeton Value Partners provides discretionary investment management to institutions, high-net-worth individuals, and private funds, focusing on a value-driven, research-intensive process that emphasizes high-quality businesses trading below intrinsic value. The firm manages approximately $55 million in discretionary assets across private funds, separately managed accounts, and model-delivery accounts.

Active portfolio management Concentrated stock management Wealth management

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