Multi-Family OfficeRIA · CRD 148087SEC-Registered

Updated:

Princeton Asset Management

Princeton Asset Management was founded in 2008 by Rui Falcon and Adam Falcon. The firm originated from their prior roles in fixed-income and credit at JP...

Princeton Asset Management logo

Princeton Asset Management

Princeton Asset Management was founded in 2008 by Rui Falcon and Adam Falcon. The firm originated from their prior roles in fixed-income and credit at JP Morgan, PNC, and The Cline Group single-family office. It functions as a women-minority-owned multi-family office based in West Palm Beach. The firm allocates to hedge funds and private credit strategies. It maintains exposure to biotech and ESG themes within North America. Business relationships include the Illinois Municipal Retirement Fund and Los Angeles City Employees' Retirement System. The team manages an estimated $69 million. Adam Falcon belongs to the Palm Beach Investment Research Group. Rui Falcon participates in 100 Women in Finance. Philanthropic ties connect to the Chinese Association of Science, Education and Culture of South Florida.

General information

Firm type

Multi Family Office

Year founded

2008

Location

Region

North America

Country

United States

City

Boca Raton

Corporate office

West Palm Beach, FL, United States

Principals

Rui Falcon

Co-founder

Adam Falcon

Co-founder

Sector focus

Private CreditHedge FundsBiotechESG

Frequently asked questions

Who runs investment decisions at Princeton Asset Management?

Rui Falcon and Adam Falcon direct investment decisions as co-founders. Their prior experience includes debt structuring at JP Morgan, PNC, and a single-family office. The firm applies this background to customized bond and credit mandates.

How does Princeton Asset Management source proprietary deal flow?

The firm draws on relationships developed through the Palm Beach Investment Research Group and 100 Women in Finance. Founders maintain ties to prior institutional clients including IMRF and LACERS. These networks support access to fixed-income and credit opportunities.

Does Princeton Asset Management participate in fund commitments or only direct deals?

The firm allocates to hedge funds and private credit strategies. Confirmed relationships indicate participation in institutional fixed-income mandates. Direct real-asset holdings include residential properties in Florida.

Where does the underlying wealth come from?

The firm serves ultra-high-net-worth families on customized bond and opportunistic credit strategies. No specific family wealth source is publicly disclosed. The firm itself is women-minority-owned.

Does Princeton Asset Management maintain philanthropic structures?

The firm maintains ties to the Chinese Association of Science, Education and Culture of South Florida. No separate foundation vehicle is identified in available records. Philanthropy appears integrated with the principals' professional networks.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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