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Princeton Fund Advisors, LLC

● SEC registered since 2011CRD 157821SEC# 801-72525Denver, CO
Export (members)
Reg. AUM
$780M
Employees
8
Accounts
6
Location
Denver, CO

Princeton Fund Advisors, LLC assets under management

Princeton Fund Advisors, LLC is an investment advisory firm registered with the SEC based in Denver, CO. The firm has been registered since 2011. It reports $780 million in regulatory assets under management and employs 8 people.

Princeton Fund Advisors, LLC owners & executives

12 reported
NameTitleOwnershipSince
Christopher E MoranChief Financial OfficerUnder 5%2019
Elevation Point , LLC ControlMemberOver 75%2005
Greg David Anderson ControlPresidentUnder 5%2005
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Frequently asked questions

How much does Princeton Fund Advisors, LLC manage?

Princeton Fund Advisors, LLC reports $780 million in regulatory assets under management on its Form ADV.

How many employees does Princeton Fund Advisors, LLC have?

Princeton Fund Advisors, LLC reports 8 employees.

Where is Princeton Fund Advisors, LLC located?

Princeton Fund Advisors, LLC is based in Denver, CO and has been SEC-registered since 2011.

Does Princeton Fund Advisors, LLC disclose fund performance?

Princeton Fund Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1580 Lincoln Street, Suite 680, Denver, CO 80203
Phone303-382-2880
Fax303-382-2888
Office hours7:30a.m. - 5:00p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Regulatory AUM

$780M▼ 3%
Mar '25 — $806.2MApr '25 — $806.2MMay '25 — $806.2MJun '25 — $806.2MJul '25 — $806.2MAug '25 — $806.2MSep '25 — $806.2MOct '25 — $806.2MNov '25 — $806.2MDec '25 — $806.2MJan '26 — $806.2MFeb '26 — $806.2MMar '26 — $780MApr '26 — $780MMay '26 — $780MJun '26 — $780M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 38%
Larger than 62% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers

Assets under management

$780Mregulatory AUM
Discretionary $780M