This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

mixed wealth managerderivedprivate_client_share=0.27 fund_share=0.73 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$57.4MItem 5.F on the latest filing (2026-03-04); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$57.4M

Private client RAUM

$15.4MderivedItem 5.D individuals plus high net worth individuals

Private client share

27%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$28.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

2

Advisory employees

1

Offices

1Schedule D 1.F, beyond the principal office

Accounts

53

High net worth clients

27

Private funds

3Schedule D 7.B(1)

Custody, client assets

$12.5M

SEC number

801-131270

CRD

313153

Filings on the tape

5

First filed

Sep 9, 2024

Latest filed

Mar 4, 2026

Organised

Limited Liability Company, NJ

Website

princetonvp.com

• Occurred

  Nov 10, 2025
  Advisor changed firm

  Howard L Blum left Princeton Value Partners Llc for Segall Bryant & Hamill (registered 2025-11-25)

  Form ADVobserved 6 days ago
• Occurred

  Sep 9, 2024
  First Form ADV filing

  Princeton Value Partners Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:16801326-c4b6-8801-9917-76f2add93afa

First observed

Sep 9, 2024

Last observed

Mar 4, 2026 6 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.