Princeton Fund Advisors, Llc
- Regulatory AUM
- $780M
- Discretionary
- $780M
- Clients
- 6
- Avg AUM / client
- $130M
- Accounts
- 6
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 6 | $780M | 100.0% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $19.1M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Mype Investment Partners, Lp master | Private Equity Fund | Delaware | $9.6M | 205 |
| Mount Yale Private Equity Fund, Lp master | Private Equity Fund | Delaware | $7.0M | 189 |
| Mount Yale Private Equity Offshore Fund, Lp feeder | Private Equity Fund | Cayman Islands | $2.5M | 17 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Anderson, Greg, David | President And Manager | Nov 2003 (23y) | ≈ 18.75% – 50% via Mount Yale Capital Group, Llc | |
| Sabre, John, Leonard | Chief Executive Officer And Manager | Aug 2005 (21y) | Less than 5% | |
| Sabre, Michael, Joseph | Chief Operating Officer, Chief Compliance Officer, | Aug 2005 (21y) | Less than 5% | |
| Sabre, Lynn, Virginia | Member | Aug 2007 (19y) | ≈ 28.13% – 75% via Dalton Mycg, Llc | |
| Moran, Christopher, E | Chief Financial Officer | Jan 2019 (8y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Mount Yale Capital Group, Llc | Member | Aug 2005 | A | 75% or more |
| Dalton Mycg, Llc | Member | Nov 2003 | B | ≈ 37.5% – 75% via Mount Yale Capital Group, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Anderson, Greg, David: 25% – 50% of Mount Yale Capital Group, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Sabre, Lynn, Virginia: 75% – 100% of Dalton Mycg, Llc × 50% – 75% of Mount Yale Capital Group, Llc × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Dalton Mycg, Llc: 50% – 75% of Mount Yale Capital Group, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $19.1M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Mype Investment Partners, Lp | Private Equity Fund | $9.6M | $0 | 205 |
| Mount Yale Private Equity Fund, Lp | Private Equity Fund | $7.0M | $250K | 189 |
| Mount Yale Private Equity Offshore Fund, Lp | Private Equity Fund | $2.5M | $250K | 17 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.08 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗