DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Princeton Value Partners LLC
Latest filing Mar 4, 2026
First filing on the tape Sep 9, 2024 · 5 filings
SEC status approved since Oct 11, 2024
RAUM
$57.4M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
27%
$15.4M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$28.7M
derived; firm RAUM over IAPD count
Employees
2
1 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
3
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$57.4M as of Mar 4, 2026
Mar 13, 2025$36.6M then
HNW client RAUM$15.4M as of Mar 4, 2026
Mar 13, 2025$14.1M then
State-registered IARs (5.B.3)2 as of Mar 4, 2026
Mar 13, 20253 then
Employees (5.A)2 as of Mar 4, 2026
Mar 13, 20253 then
Private funds3 as of Mar 4, 2026
Mar 13, 20253 then
RAUM +57% over the last fiscal yearIARs 3 to 2
Practice profile
derived from the filing of Mar 4, 2026; every figure names its basis
Archetypes, each a printed rule
- Dual wealth and asset manager · private-client share 20 to 60 percent and fund or institutional share at least 30 percent
- RAUM per advisor
- $28.7MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $569,874derivedHNW RAUM over HNW clients
- Average account
- $1.1MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +57%derivedbetween the last two annual amendments
- Advisor growth, one year
- -33%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $12.5M, 26 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Other investment advisers$29.6M51%
- High-net-worth individuals$15.4M27%
- Pooled investment vehicles$12.5M22%
- Individual clients
- n/areported
- HNW clients
- 27reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 53reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $12.5M for 26 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.27 fund_share=0.73 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Manoj Tandon | New York, Ny | Jun 9, 2022 | 26 y | 0 |
| John Krystofik | New York, Ny | Oct 24, 2023 | 12 y | 1 |
Advisor movement
1 left, 0 joined in 12 months
net -1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 50% of current headcount1 left over 36 months
Left, latest
- Howard L Blum to Segall Bryant & HamillNov 10, 2025 · Other
Joined, latest
none on the tape
Private funds
3 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Pvp Focused Value Fund LP | Hedge Fund | $9.6M | 17 | Sep 9, 2024 |
| Pvp Diversified Value Fund LP | Hedge Fund | $1.6M | 6 | Sep 9, 2024 |
| Pvp Global Value Fund LP | Hedge Fund | $300,737 | 1 | Sep 9, 2024 |
Owners and control persons
Schedule A and B, latest filing
- Manoj Tandon · Managing Principal, Cio, Ccocontrolsince 08/2020 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| New York, Ny · principal | 2 | 0 | 1 |
Offices
Schedule D 1.F, the 25 largest
- Princeton, NJ1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- institutional asset share shiftChange between filings · filing Mar 4, 2026institutional share of RAUM moved from 30.0% to 51.0% between the annual amendments of 2025-03-13 and 2026-03-04peers: independent wealth managers, under $100M (704)
What changed
consecutive filings, newest first
- Accounts · 32 to 53Mar 13, 2025 to Mar 4, 2026
- Advisory employees · 2 to 1Mar 13, 2025 to Mar 4, 2026
- HNW clients · 28 to 27Mar 13, 2025 to Mar 4, 2026
- Assets in custody · $11.6M to $12.5MMar 13, 2025 to Mar 4, 2026
- Employees · 3 to 2Mar 13, 2025 to Mar 4, 2026
- Insurance-licensed employees · 2 to 1Mar 13, 2025 to Mar 4, 2026
- State-registered IARs · 3 to 2Mar 13, 2025 to Mar 4, 2026
- Discretionary RAUM · $36.6M to $57.4MMar 13, 2025 to Mar 4, 2026
- HNW RAUM · $14.1M to $15.4MMar 13, 2025 to Mar 4, 2026
- Pooled vehicle RAUM · $11.6M to $12.5MMar 13, 2025 to Mar 4, 2026
- RAUM · $36.6M to $57.4MMar 13, 2025 to Mar 4, 2026
- Accounts · 51 to 32Oct 10, 2024 to Mar 13, 2025
- HNW clients · 27 to 28Oct 10, 2024 to Mar 13, 2025
- Assets in custody · $11.6M to $11.6MOct 10, 2024 to Mar 13, 2025
- Financial planning clients · 0 to 0Oct 10, 2024 to Mar 13, 2025
- Discretionary RAUM · $25.9M to $36.6MOct 10, 2024 to Mar 13, 2025
- HNW RAUM · $14.3M to $14.1MOct 10, 2024 to Mar 13, 2025
- Pooled vehicle RAUM · $11.6M to $11.6MOct 10, 2024 to Mar 13, 2025
- RAUM · $25.9M to $36.6MOct 10, 2024 to Mar 13, 2025
- HNW clients · 51 to 27Sep 9, 2024 to Oct 10, 2024
- Pooled vehicle clients · unset to 3.0Sep 9, 2024 to Oct 10, 2024
- Assets in custody · unset to 11576374.0Sep 9, 2024 to Oct 10, 2024
- Custody of client assets · false to trueSep 9, 2024 to Oct 10, 2024
- HNW RAUM · $25.9M to $14.3MSep 9, 2024 to Oct 10, 2024
- Individual RAUM · 0.0 to unsetSep 9, 2024 to Oct 10, 2024
- Pooled vehicle RAUM · unset to 11576374.0Sep 9, 2024 to Oct 10, 2024
Signals
2 dated events
- Howard L Blum left Princeton Value Partners Llc for Segall Bryant & Hamill (registered 2025-11-25)Nov 10, 2025 · Advisor changed firm · fact
- Princeton Value Partners Llc filed its initial SEC registration (Form ADV)Sep 9, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 609-310-3132reportedpublished by the firm, firm site, Sep 16, 2026
- Website
- princetonvp.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 6095716687reportedpublic record, Form ADV, Mar 4, 2026
- Contact form
- princetonvp.com/contactreportedpublished by the firm, firm site, Sep 16, 2026
- Team page
- princetonvp.com/leadershipreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Wealth manager with institutional or fund businessderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $28.7Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026