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| Happy Holidays!! thanks for using AUM13F!! |
| JP Marvel Investment Advisors Inc
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| CRD # | 144364 |
| SEC # | 801-68042 |
| CIK # | 0001426755 |
| AUM | $680.2 M (2025-03-28) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 617-342-5600 |
| Address | 265 Franklin Street Boston, MA 02110 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001426755 |
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Nvidia Corp | 91.7 | |
| Lilly Eli & Co | 43.4 | |
| Apple Inc | 38.1 | |
| J P Morgan Chase & Co | 32.0 | |
| Alphabet Inc | 31.2 | |
| Amazon Com Inc | 29.7 | |
| Morgan Stanley | 27.8 | |
| VISA Inc | 22.4 | |
| Microsoft Corp | 21.7 | |
| Lam Research Corp | 16.0 | |
| AbbVie Inc | 15.8 | |
| Thermo Fisher Scientific Inc | 15.5 | |
| Deere & Co | 14.1 | |
| Corning Inc /NY | 13.9 | |
| Bank of America Corp /DE/ | 13.8 | |
| Cisco Systems Inc | 13.2 | |
| 3M Co | 10.6 | |
| Johnson & Johnson | 10.2 | |
| Abbott Laboratories | 9.5 | |
| Sherwin Williams Co | 9.3 | |
| Taser International Inc | 9.1 | |
| EOG Resources Inc | 8.5 | |
| General Electric Co | 8.1 | |
| Bristol Myers Squibb Co | 7.6 | |
| International Business Machines Corp | 6.8 | |
| Procter & Gamble Co | 6.6 | |
| American Water Works Company Inc | 6.3 | |
| Charles River Laboratories International Inc | 5.6 | |
| Clean Harbors Inc | 5.6 | |
| Danaher Corp /DE/ | 5.6 | Prev | Page 1 | Next |
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | The Captain Fund I LLC | [2013-08-14] | 7.7 | 8.2 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 21 | 6.1 |
| (b) Individuals (high net worth individuals) | 44 | 674.1 |
| (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 | 117 | 680.2 |
| By Discretionary | ||
| Discretionary | 117 | 680.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 117 | 680.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 680.2 | |
| Total | 117 | 680.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Joseph Patton Jr | 1 | ||
| JP Marvel Investment Advisors Inc | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001426755] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Almanack Investment Partners LLC
✚
|
PA | 0.8 |
|
Fortis Capital Management LLC
✚
|
WA | 0.7 |
|
LongTail Alpha LLC
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|
CA | 0.7 |
|
Cachetech
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UT | 0.7 |
|
Patton Fund Management Inc
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TX | 0.7 |
|
United Capital Management of Kansas Inc
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KS | 0.7 |
|
Mission Creek Capital Partners Inc
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|
CA | 0.6 |
|
Contravisory Investment Management Inc
✚
|
MA | 0.6 |
|
BFI Infinity Ltd
✚
|
0.6 | |
|
White Oaks Wealth Advisors Inc
✚
|
MN | 0.5 |