Investment adviser · CRD 310405

PRINCETON EQUITY GROUP

Investment adviser filing (IA)

PRINCETON EQUITY ADVISORS, LP

PRINCETON, NJ, United States · Form ADV filed Mar 30, 2026

Regulatory AUM: $1.72B
Client accounts: 8
Employees: 25
Advisory professionals: 21

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	8	$1,716,754,013	100.0%

Filing source

Form ADV 2050547 · Mar 30, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

8 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

PRINCETON EQUITY PARTNERS I, LPPrivate Equity Fund · Last reported Mar 30, 2026$486MGross asset value

Form D fundraising filings

PRINCETON EQUITY PARTNERS I, LP

Fund administrator GEN II FUND SERVICES NEW YORK CITY, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RSM US LLP DALLAS, Texas, United States

Custodian SILICON VALLEY BANK NEW YORK, New York, United States Related to adviser: No

Marketer PIPER SANDLER & CO. MINNEAPOLIS, Minnesota, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

RSM US LLP
PCAOB 49

PIPER SANDLER & CO.
CRD 665 · SEC 801-108049

Fund details & source

Fund ID: 805-2551282933
Reported beneficial owners: 46
Minimum commitment: $0
Form D file number: 021-368469

Form ADV 2050547 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PRINCETON EQUITY PARTNERS II, LPPrivate Equity Fund · Last reported Mar 30, 2026$193MGross asset value

Form D fundraising filings

PRINCETON EQUITY PARTNERS II, LP

Fund administrator GEN II FUND SERVICES NEW YORK CITY, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RSM US LLP DALLAS, Texas, United States

Custodian SILICON VALLEY BANK NEW YORK, New York, United States Related to adviser: No

Marketer PIPER SANDLER & CO. MINNEAPOLIS, Minnesota, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

RSM US LLP
PCAOB 49

PIPER SANDLER & CO.
CRD 665 · SEC 801-108049

Fund details & source

Fund ID: 805-2423547169
Reported beneficial owners: 47
Minimum commitment: $0
Form D file number: 021-479461

Form ADV 2050547 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PIRTEK PEP CO-INVEST I, LPPrivate Equity Fund · Last reported Mar 30, 2026$171MGross asset value

Form D fundraising filings

PIRTEK PEP CO-INVEST I, LP

Fund administrator GEN II FUND SERVICES NEW YORK CITY, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RSM US LLP DALLAS, Texas, United States

Custodian SILICON VALLEY BANK NEW YORK, New York, United States Related to adviser: No

Marketer PIPER SANDLER & CO. MINNEAPOLIS, Minnesota, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

RSM US LLP
PCAOB 49

PIPER SANDLER & CO.
CRD 665 · SEC 801-108049

Fund details & source

Fund ID: 805-2108571996
Reported beneficial owners: 24
Minimum commitment: $0
Form D file number: 021-495648

Form ADV 2050547 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PRINCETON EQUITY PARTNERS I-A, LPPrivate Equity Fund · Last reported Mar 30, 2026$143MGross asset value

Form D fundraising filings

PRINCETON EQUITY PARTNERS I-A, LP

Fund administrator GEN II FUND SERVICES NEW YORK CITY, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RSM US LLP DALLAS, Texas, United States

Custodian SILICON VALLEY BANK NEW YORK, New York, United States Related to adviser: No

Marketer PIPER SANDLER & CO. MINNEAPOLIS, Minnesota, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

RSM US LLP
PCAOB 49

PIPER SANDLER & CO.
CRD 665 · SEC 801-108049

Fund details & source

Fund ID: 805-6756722458
Reported beneficial owners: 5
Minimum commitment: $0
Form D file number: 021-368468

Form ADV 2050547 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PRINCETON EQUITY PARTNERS II-A, LPPrivate Equity Fund · Last reported Mar 30, 2026$94.1MGross asset value

Form D fundraising filings

PRINCETON EQUITY PARTNERS II-A, LP

Fund administrator GEN II FUND SERVICES NEW YORK CITY, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RSM US LLP DALLAS, Texas, United States

Custodian SILICON VALLEY BANK NEW YORK, New York, United States Related to adviser: No

Marketer PIPER SANDLER & CO. MINNEAPOLIS, Minnesota, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

RSM US LLP
PCAOB 49

PIPER SANDLER & CO.
CRD 665 · SEC 801-108049

Fund details & source

Fund ID: 805-9985551994
Reported beneficial owners: 17
Minimum commitment: $0
Form D file number: 021-479460

Form ADV 2050547 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BARRYS PEP CO-INVEST, LPPrivate Equity Fund · Last reported Mar 30, 2026$85.4MGross asset value

Form D fundraising filings

BARRYS PEP CO-INVEST, LP

Fund administrator GEN II FUND SERVICES NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RSM US LLP DALLAS, Texas, United States

Custodian SILICON VALLEY BANK NEW YORK, New York, United States Related to adviser: No

Marketer PIPER SANDLER & CO. MINNEAPOLIS, Minnesota, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

RSM US LLP
PCAOB 49

PIPER SANDLER & CO.
CRD 665 · SEC 801-108049

Fund details & source

Fund ID: 805-8396323913
Reported beneficial owners: 12
Minimum commitment: $0
Form D file number: 021-533860

Form ADV 2050547 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BARRYS PEP CO-INVEST A, LPPrivate Equity Fund · Last reported Mar 30, 2026$33.8MGross asset value

Form D fundraising filings

BARRYS PEP CO-INVEST A, LP

Fund administrator GEN II FUND SERVICES NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RSM US LLP DALLAS, Texas, United States

Custodian SILICON VALLEY BANK NEW YORK, New York, United States Related to adviser: No

Marketer PIPER SANDLER & CO. MINNEAPOLIS, Minnesota, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

RSM US LLP
PCAOB 49

PIPER SANDLER & CO.
CRD 665 · SEC 801-108049

Fund details & source

Fund ID: 805-4069849298
Reported beneficial owners: 6
Minimum commitment: $0
Form D file number: 021-543531

Form ADV 2050547 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 30, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

47 HULFISH STREET, SUITE 300
PRINCETON, NJ, 08542, United States

CRD 310405

Filing source

Form ADV 2050547 · Mar 30, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.