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Alfred Rives Berkeley

Princeton Capital Management LLC

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About Alfred Rives Berkeley

Alfred Berkeley is a Registered Investment Advisor Representative with Princeton Capital Management LLC. Alfred has over 40 years of experience in the industry, having previously worked with companies such as Pipeline Trading Systems LLC and Alex. Brown & Sons Incorporated. His experience includes a variety of roles, including trustee for family and other trusts, director of various companies, and moderator of Wall Street Week. Alfred is also a consultant to various organizations, including Centra Technologies, Inc. and Arete Associates. He holds Series 1, 40, 63 and 66 licenses and is registered to offer advisory services in New Jersey.

Firm Information

Alfred Berkeley is currently registered with Princeton Capital Management LLC. Princeton Capital Management LLC is a Registered Investment Advisor headquartered in RED BANK, NJ, with approximately $304.65 million in regulatory assets under management. The firm advises individuals, high-net-worth individuals, corporations, charitable organizations, civic organizations, educational organizations, artistic organizations, and pooled investment vehicles. The firm offers portfolio management for individuals, businesses, and pooled investment vehicles. They also participate in wrap fee programs.
Princeton Capital Management LLC

151 BODMAN PLACE

RED BANK, NJ 07701-1074

$304.65M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Performance fee paid to related party

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Alfred Berkeley’s Registration & Firm History

NJ

04/10/2018 - Present

Princeton Capital Management LLC (RED BANK NJ)

NY

03/16/2004 - 11/08/2011

PIPELINE TRADING SYSTEMS LLC (NEW YORK NY)

NA

06/29/1992 - 06/12/1996

ALEX. BROWN & SONS INCORPORATED

NA

11/03/1972 - 03/20/1989

ALEX. BROWN & SONS INCORPORATED

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Licenses & Designations

BOTH

Issued 06/11/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/14/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/14/1978

Series 40 - Registered Principal Examination

BC

Issued 11/06/1978

PC - AMEX Put and Call Exam

BC

Issued 10/30/1972

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Alfred Rives Berkeley. Review regulatory record here.
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