Princeton Fund Advisors

Princeton Fund Advisors, LLC is a registered investment adviser (RIA) registered with the Securities and Exchange Commission, organized as a Delaware limited liability company and founded in 2010, with its principal investment activities established in 2011. The firm manages a family of mutual funds, closed-end funds, and private funds, providing investment advisory services to an institutional and private client base through a team of investment committee members and research professionals with deep expertise in alternative asset management strategies. Princeton Fund Advisors is owned by Mount Yale Capital Group, LLC, whose direct and indirect owners and control persons are its Managing Partners Greg D. Anderson and John L. Sabre, maintaining the independent ownership structure that allows the firm to focus on investment performance and client service as its primary organizational priorities.<br><br>The firm manages approximately $7.9 billion of assets for institutional and private clients worldwide as of December 31, 2025, a scale that reflects its established position in the alternative investment advisory space and its track record of managing complex investment strategies for sophisticated investors. Princeton Fund Advisors maintains offices in Colorado, Minnesota, and Georgia — a multi-state presence that enables it to serve clients and maintain investment operations across different geographic markets. The firm's three Investment Committee members collectively contribute more than 60 years of alternative asset management experience to the portfolio construction and management process, providing institutional-quality investment governance and decision-making oversight.<br><br>Princeton Fund Advisors, LLC files disclosures with the Securities and Exchange Commission reflecting its activities as a registered investment adviser and as the adviser to registered investment companies. The firm has also sought approval of applications before the SEC in connection with its managed funds and investment products, reflecting the regulatory engagement typical of investment advisers managing registered investment company structures. Princeton Fund Advisors' focus on alternative asset management — including strategies that may involve private credit, liquid alternatives, and other non-traditional investment approaches — positions it within the growing segment of the investment management industry dedicated to providing investors with access to return streams and risk characteristics beyond those available from traditional long-only equity and fixed income portfolios.