JP Marvel Investment Advisors Inc

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Assets, Funds, Holdings

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JP Marvel Investment Advisors Inc
CRD #144364
SEC #801-68042
CIK #
AUM $483.6 MM (2023-03-31)
Employees 7 (86% Investors, 0% Brokers)
Phone617-342-5600
Address265 Franklin Street
Boston, MA 02110
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
60048036024012002005201120172024
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
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