Watermark Group, Inc. is a financial advisory firm based in Princeton, New Jersey. It currently has approximately $2,599,231,832 of assets under management and employs about 20 people. Watermark Group, Inc. uses a fee structure of a percentage of assets under your management and performance-based fees.

Edison Partners Management, LLC is a registered investment adviser established on July 27, 2020, based in Princeton, New Jersey. The firm specializes in providing investment advisory services on a discretionary basis to private pooled investment vehicles, managing approximately $2.4 billion in assets as of December 31, 2024. Clients of the firm are typically private funds with minimum investment requirements ranging from $50,000 to $1,000,000. Investment strategies focus on capital appreciation through equity investments in software and technology-enabled private businesses primarily in the eastern United States. The firm's investment philosophy involves working closely with management teams to create value through strategic and operational initiatives. Fees are based on a percentage of assets under management, with management fees deducted quarterly in advance. Edison does not participate in wrap fee programs and does not engage in soft dollar arrangements. The firm exercises discretionary authority for trading on behalf of clients, subject to any restrictions outlined in the limited partnership agreements. Edison has not been subject to any material legal or disciplinary events and maintains custody of client assets in compliance with regulatory requirements. The firm has written Proxy Voting Policies and Procedures and does not have any financial commitments impairing its ability to meet client obligations.

Roundview Capital, LLC is an independent advisory firm founded in 2008, offering financial advice and portfolio management to various clients, including individuals, pension plans, trusts, and corporations. The firm specializes in investment advisory services tailored to each client's needs, with a focus on long-term risk-adjusted returns. Roundview does not sell annuities, insurance, or other commissioned products, and does not accept commissions or finder's fees. The principal owners are Howard T. Alter, Stephen K. Shueh, and Andrew S. Lieu. Clients can engage Roundview for discretionary or non-discretionary investment advisory services, with fees based on a percentage of assets under management. The firm may recommend the services of other professionals for implementation purposes, but clients have the discretion to accept or reject these recommendations. Roundview manages approximately $1.88 billion in regulated assets for around 537 clients, with most assets managed on a discretionary basis. The firm's investment strategies include security analysis methods like fundamental and technical analysis, seeking superior risk-adjusted returns for clients. Roundview may use various investment vehicles, including equities, debt securities, mutual funds, and ETFs. Clients are encouraged to review financial planning issues annually, and account reviews are conducted regularly. Roundview also provides proxy voting services and participates in class action settlement recovery opportunities for clients. The firm's financial condition is sound, ensuring the ability to meet contractual commitments to clients.

Princeton Equity Group is a financial advisory firm based in Princeton, New Jersey. It currently has approximately $471,731,589 of assets under management and employs about 13 people. Princeton Equity Group uses a fee structure of a percentage of assets under your management and performance-based fees.

Princeton Global Asset Management, LLC (PGAM) is a SEC registered advisory firm founded in January 2008 by Paul J. Gerard and Brett M. Shaver. With over 40 years of investment experience, Paul Gerard serves as the Chairman, while Brett Shaver is the President and Portfolio Manager. PGAM offers investment supervisory services tailored to clients' individual needs, providing US, International, and Global investment strategies through equity, fixed income, and balanced accounts. The firm also offers estate planning services and consulting for institutional clients like retirement plans and foundations. As of December 31, 2024, PGAM managed approximately $782 million in assets under management and provided consulting services for over $58 million in assets under advisement, totaling more than $840 million in client assets. Clients are generally charged fees quarterly as a percentage of assets under management, with fees negotiated based on various factors but not exceeding 1.50%. PGAM does not charge performance-based fees and serves a range of clients, including individuals, high net worth individuals, and institutional entities. The firm primarily utilizes fundamental analysis and offers US, International, and Global investment strategies with customized approaches. PGAM does not have any disclosable legal or disciplinary events and does not maintain physical custody of client assets, which are held with reputable broker-dealer/custodians. Clients usually grant PGAM discretionary trading authorization, allowing the firm to trade on their behalf.

Dumont & Blake Investment Advisors, LLC is an independent registered investment advisor founded in 1999 by Morley Goldberg. The firm specializes in managing investments for individuals, pension and profit-sharing plans, trusts, and business entities on a fee-only basis. Their services include managing equity, fixed income, and balanced portfolios using a disciplined investment approach. Clients have access to personalized services with direct access to the firm's principals. The firm does not act as a custodian of client assets, which are held at a custodian in the client's name. Dumont & Blake sponsors a wrap fee program with The GMS Group, LLC, and manages approximately $540 million in assets as of December 31, 2024. For fees, DBIA charges a percentage of assets under management based on a tiered structure. The firm generally requires a minimum account size of $400,000, with fees pro-rated and paid quarterly in advance. DBIA's investment strategies include a Multi-Discipline Approach for core equity, Exchange Traded Funds strategy, Enhanced Income Option Strategy, Dividend Strategy, and Tactical Strategy. The firm has a Code of Ethics, accepts discretionary authority for trading, and votes client securities. DBIA does not have any disciplinary history and has not filed for bankruptcy. Clients receive periodic account reviews and reports, and the firm does not compensate referring parties for client referrals. For more information, clients can contact DBIA directly.

Landseer Advisors LLC is an investment management firm established in October 2013 under Delaware law, with its main office in Princeton, New Jersey. The firm offers non-discretionary consulting services to endowments, foundations, high net worth individuals, family offices, and institutional investors. Landseer also provides discretionary investment advisory services to a pension plan through two funds. The firm customizes investment portfolios based on client objectives, risk tolerance, and investment strategies. Clients primarily invest in private investment funds managed by third-party managers. Landseer charges Consulting Clients an asset-based advisory fee of 0.50% per annum, with variations based on the investment structure. The firm manages $305,178,759 in regulatory assets under management as of December 31, 2022. Landseer does not participate in wrap fee programs. The firm does not receive performance-based compensation from Consulting Clients but may receive it from the funds. Landseer has policies to address conflicts of interest and manages multiple client accounts with procedures to ensure fair allocation of investment opportunities. Clients include endowments, foundations, high net worth individuals, family offices, and a pension plan. Landseer's investment strategies involve risk, and clients must be prepared for potential losses.

Van Leeuwen & Company, LLC is an SEC registered investment adviser established in April 2015, offering financial planning, consulting, and investment management services. The firm, owned by Kenneth W. Van Leeuwen, manages $308,556,260 in assets on a discretionary basis as of December 31, 2023. Services include financial planning, asset allocation, retirement and estate planning, and risk management. Clients have discretion over decisions and are not obligated to act on recommendations. Investment portfolios are primarily allocated among mutual funds, ETFs, and individual securities based on client objectives. Fees are charged on an asset-based model at 1.00% per annum, prorated quarterly. The firm may delegate management to third-party managers. Van Leeuwen & Company does not impose minimum account requirements and serves various client types. Investment strategies focus on long-term value investing globally, with risk control through diversification and scenario analysis. The firm utilizes fundamental analysis and a disciplined approach to select investments. Clients are advised on market risks and potential losses. The firm does not engage in performance-based fees and does not vote client securities. Clients receive regular account reviews and statements from custodians. Van Leeuwen & Company does not compensate third-party solicitors for client referrals and does not vote client securities. The firm exercises investment discretion with client authorization and does not require prepayment exceeding $1,200.

Mercator Partners is a financial advisory firm based in Princeton, New Jersey. It currently has approximately $222,250,615 of assets under management and employs about 5 people. Mercator Partners uses a fee structure of a percentage of assets under your management and performance-based fees.