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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

PRINCETON ADVISORY WEALTH MANAGEMENT, LLC

ROSEDALE ASSET MANAGEMENT, LLC, CRD 159763

HAMILTON, NJ

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Search this name across graphsid dfx:ria:677eecaa-c35c-09c5-a65d-c176a5001563

Data as of Jan 25, 2018 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 2
Observed: Dec 15, 2011 to Jan 25, 2018
21 observations

Across DFX

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

Private Equityidentity

Princeton Advisory Wealth Management, LLC

Private equity manager · shared crd

Real Estate Fundsidentity

Princeton Advisory Wealth Management, LLC

Real estate fund manager · shared crd

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $5.4MItem 5.F on the latest filing (2018-01-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $5.4M
Private client RAUM: $4.8MderivedItem 5.D individuals plus high net worth individuals
Private client share: 89%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees: 1
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 22
High net worth clients: 19
SEC number: 801-72981
CRD: 159763
Filings on the tape: 21
First filed: Dec 15, 2011
Latest filed: Jan 25, 2018
Organised: Limited Liability Company, Pennsylvania

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
A TIRE INVESTMENT, LLC	Private Equity Fund	$1.1M	Mar 6, 2015	7	Oct 18, 2013	dropped	n/a
PB 1100 BISCAYNE, LLC	Real Estate Fund	$601,000	Mar 24, 2017	5	Mar 28, 2014	reported	n/a

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
AYODELE, AKIN, JAMES	MANAGING MEMBER / CHIEF EXECUTIVE OFFICER	C	yes	01/2013	Dec 12, 2017	Jan 25, 2018
SHEEHAN, JOY, ANN	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	B	no	09/2011	Dec 15, 2011	Jan 25, 2018
SOOD, ANITA	Member	B	no	12/2017	Jan 25, 2018	Jan 25, 2018
WOJCZAK, THOMAS, EDWARD	PORTFOLIO MANAGER	Na	no	09/2017	Dec 12, 2017	Jan 25, 2018
YANAMADULA, DINASH, KUMAR	Member	A	no	12/2017	Jan 25, 2018	Jan 25, 2018

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
2017	Jan 25, 2018	$5.4M	$5.4M	4	1	1	n/a	n/a
2016	Mar 24, 2017	$6.4M	$6.4M	4	2	n/a	1	$601,000
2015	Mar 29, 2016	$6.5M	$6.5M	4	2	n/a	1	$601,000
2014	Mar 6, 2015	$8.1M	$8.1M	3	1	n/a	2	$1.6M
2013	Mar 28, 2014	$9.7M	$9.7M	3	1	n/a	2	$1.5M
2012	Apr 1, 2013	$15.7M	$15.7M	3	1	n/a	n/a	n/a
2011	Mar 30, 2012	$0	$0	n/a	n/a	n/a	n/a	n/a

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
2017	$5.4M	$6.4M	-15.2%	$8.1M	-12.6%	4	4	1	n/a

Relationships

Owns (4)

← WOJCZAK, THOMAS, EDWARDOwnerPORTFOLIO MANAGER, ownership code NA, individual
Dec 12, 2017 to presentfactForm ADV
← SHEEHAN, JOY, ANNOwnerMANAGING MEMBER / CHIEF COMPLIANCE OFFICER, ownership code B, individual
Dec 15, 2011 to presentfactForm ADV
← SOOD, ANITAOwnerMEMBER, ownership code B, individual
Jan 25, 2018 to presentfactForm ADV
← YANAMADULA, DINASH, KUMAROwnerMEMBER, ownership code A, individual
Jan 25, 2018 to presentfactForm ADV

Controls (1)

← AYODELE, AKIN, JAMESOwnerMANAGING MEMBER / CHIEF EXECUTIVE OFFICER, ownership code C, individual
Dec 12, 2017 to presentfactForm ADV

Advises (2)

→ PB 1100 BISCAYNE, LLCPrivate fundReal Estate Fund, IA
Mar 28, 2014 to presentfactForm ADV
→ A TIRE INVESTMENT, LLCPrivate fundPrivate Equity Fund, IA, no longer reported
Oct 18, 2013 to Mar 6, 2015factForm ADV

Affiliated with (1)

← PRINCETON INVESTMENT ADVISORS, LLCRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:677eecaa-c35c-09c5-a65d-c176a5001563
First observed: Dec 15, 2011
Last observed: Jan 25, 2018 105 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 ADVISORY WEALTH MANAGEMENT, LLC

ROSEDALE ASSET MANAGEMENT, LLC, CRD 159763

HAMILTON, 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:677eecaa-c35c-09c5-a65d-c176a5001563

Data as of Jan 25, 2018 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:37 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

A TIRE INVESTMENT, LLC

Private Equity Fund

$1.1M

Mar 6, 2015

Oct 18, 2013

dropped

n/a

PB 1100 BISCAYNE, LLC

Real Estate Fund

$601,000

Mar 24, 2017

Mar 28, 2014

reported

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

AYODELE, AKIN, JAMES

MANAGING MEMBER / CHIEF EXECUTIVE OFFICER

yes

01/2013

Dec 12, 2017

Jan 25, 2018

SHEEHAN, JOY, ANN

MANAGING MEMBER / CHIEF COMPLIANCE OFFICER

09/2011

Dec 15, 2011

Jan 25, 2018

SOOD, ANITA

Member

12/2017

Jan 25, 2018

WOJCZAK, THOMAS, EDWARD

PORTFOLIO MANAGER

09/2017

Dec 12, 2017

Jan 25, 2018

YANAMADULA, DINASH, KUMAR

Member

12/2017

Jan 25, 2018

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2017

Jan 25, 2018

$5.4M

n/a

2016

Mar 24, 2017

$6.4M

n/a

$601,000

2015

Mar 29, 2016

$6.5M

n/a

$601,000

2014

Mar 6, 2015

$8.1M

n/a

$1.6M

2013

Mar 28, 2014

$9.7M

n/a

$1.5M

2012

Apr 1, 2013

$15.7M

n/a

2011

Mar 30, 2012

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2017

$5.4M

$6.4M

-15.2%

$8.1M

-12.6%

n/a