Goldman Sachs Princeton LLC (Princeton)

Goldman Sachs Princeton LLC is a large advisory firm based in Princeton. It manages $8.67 billion of regulatory assets for 41 client accounts. It has been registered with the SEC as an adviser since 2001.

Goldman Sachs Princeton provides portfolio management for pooled investment vehicles, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Goldman Sachs Princeton: assets under management

The assets under management (AUM) of Goldman Sachs Princeton LLC is $8.67 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 122% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $8.67 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $211.49 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Goldman Sachs Princeton LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Goldman Sachs Princeton LLC

David Barker Ford has been acting as President since 1 Apr 1997. Kent Arthur Clark has served as the Chief Investment Officer since 1 Jun 2004 and George Herbert Walker is the Chief Executive Officer of Goldman Sachs Princeton LLC family office. Lisette Marla Lieberman joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. The Goldman Sachs Group	Member	1 Apr 1997	75% - 100%	13-3501777
David Barker Ford	Director	1 Apr 1997	Other	211019
Michael Roch Hillenbrand	Director, managing director & president	1 May 1997	Other	2157897
Tobin Victor Levy	Director, managing director & cfo	1 May 1997	Other	2621477
Joseph Fredric Esposito	Vice president & general counsel	1 Dec 1997	Other	4393762
Peter Eamonn Finn	Chief financial officer & vice president	1 Aug 1998	Other	4508248
Natalie Marie Gall	Vice president	1 Dec 1998	Other	2222808
Joseph Fredric Esposito	Vice president & general counsel	1 Apr 2000	Other	4393762
Kent Arthur Clark	Managing director	1 Oct 2000	Other	2516912
David Wayland Blood	Director	1 Jan 2001	Other	1283291
George Herbert Walker	Managing director	1 Jul 2001	Other	1712090
Natalie Marie Gall	Vice president & compliance officer	1 Nov 2001	Other	2222808
Tobin Victor Levy	Managing director & chief financial officer	1 Apr 2002	Other	2621477
Hugh James Lawson	Managing director, director	1 Dec 2003	Other	2854269
Peter Steven Kraus	Managing director, director	1 Dec 2003	Other	1605655
Eric Stuart Schwartz	Managing director, director	1 Dec 2003	Other	1415319
George Herbert Walker	Chief executive officer	1 Jun 2004	Other	1712090
Kent Arthur Clark	Chief investment officer	1 Jun 2004	Other	2516912
Ellen Porges	Chief legal officer	1 Jun 2004	Other	4881379
Lisette Marla Lieberman	Chief compliance officer	1 Jun 2004	Other	4866328
Lisette Marla Lieberman	Chief compliance officer	1 Oct 2004	Other	4866328

Based in Princeton

The principal office where Goldman Sachs Princeton LLC performs its advisory services is located at 701 Mount Lucas Rd, Princeton, NJ 08540 The mailing address of the firm is Cn 850, Princeton, NJ 08542. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.