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⚲
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| JP Marvel Investment Advisors Inc
✚
| |
|---|---|
| CRD # | 144364 |
| SEC # | 801-68042 |
| CIK # | 0001426755 |
| AUM | $564.2 MM (2024-03-08) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 617-342-5600 |
| Address | 265 Franklin Street Boston, MA 02110 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NVDA | 399,550.0 | 96.0 | |
| LLY | 301,789.7 | 50.6 | |
| AAPL | 2,382,844.0 | 38.4 | |
| GOOGL | 1,475,138.5 | 32.6 | |
| AMZN | 1,092,997.8 | 26.6 | |
| JPM | 340,169.2 | 22.4 | |
| TMO | 209,733.6 | 21.4 | |
| MSFT | 1,918,222.4 | 19.9 | |
| MS | 136,724.0 | 19.5 | |
| LRCX | 60,793.2 | 17.9 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($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 | 2.7 |
| (b) Individuals (high net worth individuals) | 53 | 561.5 |
| (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 | 116 | 564.2 |
| By Discretionary | ||
| Discretionary | 116 | 564.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 116 | 564.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 564.2 | |
| Total | 116 | 564.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Joseph Patton Jr | 1 | ||
| JP Marvel Investment Advisors Inc | 1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001426755] |
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|---|---|---|
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CA | 0.7 |
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0.6 | |
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KS | 0.5 |
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