# PRINCETON GLOBAL ASSET MANAGEMENT LLC

PRINCETON GLOBAL ASSET MANAGEMENT LLC of PRINCETON, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 146644
- Type: SEC-registered investment adviser
- SEC file number: 801-71305
- Location: 17 HULFISH STREET, SUITE 240, PRINCETON, NJ, 08542
- Phone: 609-945-1781
- Latest filing: 2026-03-24
- Regulatory AUM: $921.3M
- Discretionary AUM: $883.4M
- Non-discretionary AUM: $38.0M
- Clients: 22
- Accounts: 1,229

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (19)

| Name | Role | Location |
| --- | --- | --- |
| Richard Michael Moseley | PARTNER AND PORTFOLIO MANAGER; SENIOR WEALTH MANAGER | — |
| Paul Jeffrey Gerard | CHAIRMAN | — |
| Joel Heymsfeld | CHIEF INVESTMENT OFFICER | — |
| Brett Michael Shaver | PRESIDENT; PRESIDENT AND CCO | — |
| Erica Quinn Bullinger | COO | — |
| GERARD PAUL JEFFREY | CHAIRMAN; CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| RUSSYK WALTER W | CHIEF COMPLIANCE OFFICER | — |
| HERST ADOLF LAWRENCE | PRESIDENT | — |
| HEYMSFELD JOEL | CHIEF INVESTMENT OFFICER | — |
| STRIBLEY RONALD KITCHENER | MANAGING DIRECTOR | — |
| GOLDMAN DANIEL JAY | MANAGING DIRECTOR | — |
| KUFTA WILLIAM LOUIS | MANAGING DIRECTOR | — |
| SHAVER BRETT MICHAEL | PARTNER; PRESIDENT; PRESIDENT AND CCO | — |
| KUZNIACKI ROBERT CURTIS | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR AND CHIEF OPERATIONS OFFICER; MEMBER (+1 more) | — |
| WILLIAMS BENJAMIN ALEXANDER | MANAGING MEMBER | — |
| MOSELEY RICHARD MICHAEL | PARTNER AND PORTFOLIO MANAGER | — |
| Erica Susan Bullinger | COO AND CCO | — |
| Daniel John Hanley | WEALTH MANAGER | — |
| Tara Conti Bansal | CHIEF PEOPLE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/146644/brochure
- Similar advisers: https://search.stillhousedata.com/firm/146644/similar
- Related entities: https://search.stillhousedata.com/firm/146644/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/146644

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.