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JP Marvel Investment Advisors Inc
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CRD # | 144364 |
SEC # | 801-68042 |
CIK # | |
AUM | $483.6 MM (2023-03-31) |
Employees | 7 (86% Investors, 0% Brokers) |
Phone | 617-342-5600 |
Address | 265 Franklin Street Boston, MA 02110 |
Source | [IAPD] [Website] [LinkedIn] |
Total AUM ($MM) |
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Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
HF | The Captain Fund I LLC | [2013-08-14] | 7.7 | 8.2 |
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 10 | 2.5 |
(b) Individuals (high net worth individuals) | 53 | 481.1 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 63 | 483.6 |
By Discretionary | ||
Discretionary | 63 | 483.6 |
Non-Discretionary | 0 | 0.0 |
Total | 63 | 483.6 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 483.6 | |
Total | 63 | 483.6 |
Form D Directors | # Filings | # Firms | 2011 - 2024 |
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Joseph Patton Jr | 1 | ||
JP Marvel Investment Advisors Inc | 1 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Contravisory Investment Management Inc
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|
MA | 0.5 |
White Oaks Wealth Advisors Inc
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|
MN | 0.4 |
Patton Fund Management Inc
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|
TX | 0.4 |
Mission Creek Capital Partners Inc
✚
|
CA | 0.4 |
Sicart Associates LLC
✚
|
NY | 0.4 |
Cove Street Capital LLC
✚
|
CA | 0.4 |
BTS Asset Management Inc
✚
|
MA | 0.4 |
Omega Financial Group LLC
✚
|
CA | 0.4 |
Gyroscope Capital Management Group LLC
✚
|
FL | 0.4 |
Capital Markets IQ LLC
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|
TX | 0.3 |