|
⚲
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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) |
|---|
| 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 ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10 | 2.5 |
| (b) Individuals (high net worth individuals) | 53 | 481.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 63 | 483.6 |
| By Discretionary | ||
| Discretionary | 63 | 483.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 63 | 483.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 483.6 | |
| Total | 63 | 483.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Joseph Patton Jr | 1 | ||
| JP Marvel Investment Advisors Inc | 1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Contravisory Investment Management Inc
✚
|
MA | 0.5 |
|
White Oaks Wealth Advisors Inc
✚
|
MN | 0.4 |
|
Patton Fund Management Inc
✚
|
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
✚
|
TX | 0.3 |