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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

PRINCETON EQUITY GROUP

PRINCETON EQUITY ADVISORS, LP, CRD 310405

PRINCETON, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:06d124d4-8823-03bb-98b1-fcc08dc31f2b

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 3
On other graphs: 3
Observed: Jun 29, 2021 to Mar 30, 2026
11 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

Princeton Equity Group

Venture manager · shared crd

Independent Sponsorsidentity

Princeton Equity Group

Capital provider to sponsors · shared crd

Private Equityidentity

Princeton Equity Group

Private equity manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.7BItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.7B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 25
Advisory employees: 21
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 8
Individual clients: 0
High net worth clients: 0
Private funds: 8Schedule D 7.B(1)
Custody, client assets: $0
SEC number: 801-121932
CRD: 310405
Filings on the tape: 11
First filed: Jun 29, 2021
Latest filed: Mar 30, 2026
Organised: Limited Partnership, DE
Website: princetonequity.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
PRINCETON EQUITY PARTNERS I, LP	Private Equity Fund	$371M	Jul 8, 2024	44	Aug 9, 2020	reported	021-368469
PIRTEK PEP CO-INVEST I, LP	Private Equity Fund	$115M	Jul 8, 2024	23	Mar 29, 2024	reported	021-495648
PRINCETON EQUITY PARTNERS I-A, LP	Private Equity Fund	$109M	Jul 8, 2024	5	Aug 9, 2020	reported	021-368468
PRINCETON EQUITY PARTNERS II, LP	Private Equity Fund	$68.8M	Jul 8, 2024	47	Mar 29, 2024	reported	021-479461
PRINCETON EQUITY PARTNERS II-A, LP	Private Equity Fund	$34.3M	Jul 8, 2024	17	Mar 29, 2024	reported	021-479460
SZ PEP CO-INVEST, LP	Private Equity Fund	$23.9M	Jul 8, 2024	3	Mar 29, 2024	reported	021-476902

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CADE, AUSTIN, THOMAS	CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER	Na	yes	10/2021	Nov 29, 2021	Jul 8, 2024
KENNEALEY, DOUGLAS, LIAM	Member	D	yes	03/2020	Jun 29, 2021	Jul 8, 2024
KENNEALEY, DOUGLAS, LIAM	MANAGING PARTNER & LIMITED PARTNER	C	yes	03/2020	Jun 29, 2021	Jul 8, 2024
PRINCETON EQUITY GROUP, LLC	GENERAL PARTNER	Na	yes	03/2020	Jun 29, 2021	Jul 8, 2024
WASKOVICH JR., JAMES, NMN	Member	D	yes	03/2020	Jun 29, 2021	Jul 8, 2024
WASKOVICH JR., JAMES, NMN	MANAGING PARTNER & LIMITED PARTNER	C	yes	03/2020	Jun 29, 2021	Jul 8, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
PIRTEK PEP CO-INVEST GP I, LP	n/a	n/a	n/a	N	yes	n/a
PIRTEK PEP CO-INVEST UGP I, LLC	n/a	n/a	n/a	Y	yes	n/a
PRINCETON EQUITY GROUP, LLC	n/a	n/a	n/a	Y	yes	n/a
PRINCETON EQUITY PARTNERS GP I, LP	n/a	n/a	n/a	N	yes	n/a
PRINCETON EQUITY PARTNERS GP II, LP	n/a	n/a	n/a	N	yes	n/a
SZ PEP CO-INVEST GP, LLC	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Dallas	TX	United States	4	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$1.7B	$1.7B	25	21	1	8	n/a
2024	Mar 28, 2025	$1.4B	$1.4B	18	14	1	6	n/a
2023	Mar 29, 2024	$1.4B	$1.4B	17	13	1	6	$722M
2022	Mar 31, 2023	$472M	$472M	13	11	1	2	$312M
2021	Mar 15, 2022	$410M	$410M	13	10	1	2	$122M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.7B	$1.4B	23.9%	$472M	53.8%	25	18	1	1

Relationships

Advises (6)

→ PRINCETON EQUITY PARTNERS II-A, LPPrivate fundPrivate Equity Fund, IA
Mar 29, 2024 to presentfactForm ADV
→ PIRTEK PEP CO-INVEST I, LPPrivate fundPrivate Equity Fund, IA
Mar 29, 2024 to presentfactForm ADV
→ PRINCETON EQUITY PARTNERS II, LPPrivate fundPrivate Equity Fund, IA
Mar 29, 2024 to presentfactForm ADV
→ PRINCETON EQUITY PARTNERS I, LPPrivate fundPrivate Equity Fund, IA
Aug 9, 2020 to presentfactForm ADV
→ SZ PEP CO-INVEST, LPPrivate fundPrivate Equity Fund, IA
Mar 29, 2024 to presentfactForm ADV
→ PRINCETON EQUITY PARTNERS I-A, LPPrivate fundPrivate Equity Fund, IA
Aug 9, 2020 to presentfactForm ADV

Controls (4)

← KENNEALEY, DOUGLAS, LIAMOwnerMEMBER, ownership code D, individual
Jun 29, 2021 to Jul 8, 2024factForm ADV
← WASKOVICH JR., JAMES, NMNOwnerMEMBER, ownership code D, individual
Jun 29, 2021 to Jul 8, 2024factForm ADV
← CADE, AUSTIN, THOMASOwnerCHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Nov 29, 2021 to Jul 8, 2024factForm ADV
← PRINCETON EQUITY GROUP, LLCOwnerGENERAL PARTNER, ownership code NA, domestic entity
Jun 29, 2021 to Jul 8, 2024factForm ADV

Dated events

Occurred
Mar 29, 2024
Regulatory AUM changed
Princeton Equity Group reported RAUM $1.4B, up 191% from $471.7M (2023-07-12 to 2024-03-29)
Form ADVobserved 6 days ago
$901M
Occurred
Nov 29, 2021
Control person joined
Thomas Austin Cade (Chief Financial Officer & Chief Compliance Officer) appeared on Schedule A of Princeton Equity Group
Form ADVobserved 6 days ago
Occurred
Jun 29, 2021
First Form ADV filing
Princeton Equity Group filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:06d124d4-8823-03bb-98b1-fcc08dc31f2b
First observed: Jun 29, 2021
Last observed: Mar 30, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PRINCETON EQUITY GROUP

PRINCETON EQUITY ADVISORS, LP, CRD 310405

PRINCETON, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:06d124d4-8823-03bb-98b1-fcc08dc31f2b

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:08 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

PRINCETON EQUITY PARTNERS I, LP

Private Equity Fund

$371M

Jul 8, 2024

Aug 9, 2020

reported

021-368469

PIRTEK PEP CO-INVEST I, LP

Private Equity Fund

$115M

Jul 8, 2024

Mar 29, 2024

reported

021-495648

PRINCETON EQUITY PARTNERS I-A, LP

Private Equity Fund

$109M

Jul 8, 2024

Aug 9, 2020

reported

021-368468

PRINCETON EQUITY PARTNERS II, LP

Private Equity Fund

$68.8M

Jul 8, 2024

Mar 29, 2024

reported

021-479461

PRINCETON EQUITY PARTNERS II-A, LP

Private Equity Fund

$34.3M

Jul 8, 2024

Mar 29, 2024

reported

021-479460

SZ PEP CO-INVEST, LP

Private Equity Fund

$23.9M

Jul 8, 2024

Mar 29, 2024

reported

021-476902

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CADE, AUSTIN, THOMAS

CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER

yes

10/2021

Nov 29, 2021

Jul 8, 2024

KENNEALEY, DOUGLAS, LIAM

Member

yes

03/2020

Jun 29, 2021

Jul 8, 2024

KENNEALEY, DOUGLAS, LIAM

MANAGING PARTNER & LIMITED PARTNER

yes

03/2020

Jun 29, 2021

Jul 8, 2024

PRINCETON EQUITY GROUP, LLC

GENERAL PARTNER

yes

03/2020

Jun 29, 2021

Jul 8, 2024

WASKOVICH JR., JAMES, NMN

Member

yes

03/2020

Jun 29, 2021

Jul 8, 2024

WASKOVICH JR., JAMES, NMN

MANAGING PARTNER & LIMITED PARTNER

yes

03/2020

Jun 29, 2021

Jul 8, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

PIRTEK PEP CO-INVEST GP I, LP

n/a

yes

n/a

PIRTEK PEP CO-INVEST UGP I, LLC

n/a

yes

n/a

PRINCETON EQUITY GROUP, LLC

n/a

yes

n/a

PRINCETON EQUITY PARTNERS GP I, LP

n/a

yes

n/a

PRINCETON EQUITY PARTNERS GP II, LP

n/a

yes

n/a

SZ PEP CO-INVEST GP, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Dallas

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$1.7B

n/a

2024

Mar 28, 2025

$1.4B

n/a

2023

Mar 29, 2024

$1.4B

$722M

2022

Mar 31, 2023

$472M

$312M

2021

Mar 15, 2022

$410M

$122M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.7B

$1.4B

23.9%

$472M

53.8%