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| JP Marvel Investment Advisors Inc
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|---|---|
| CRD # | 144364 |
| SEC # | 801-68042 |
| CIK # | 0001426755 |
| AUM | 820.7 M (2026-03-27) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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 | 96.3 | ||
| Lilly Eli & Co | 51.1 | ||
| Alphabet Inc | 51.0 | ||
| Apple Inc | 47.1 | ||
| Corning Inc /NY | 35.2 | ||
| Lam Research Corp | 35.1 | ||
| Morgan Stanley | 32.6 | ||
| J P Morgan Chase & Co | 32.5 | ||
| Amazon Com Inc | 26.8 | ||
| Visa Inc | 18.9 | ||
| Thermo Fisher Scientific Inc | 18.7 | ||
| AbbVie Inc | 17.5 | ||
| Johnson & Johnson | 16.5 | ||
| Deere & Co | 15.6 | ||
| Microsoft Corp | 15.3 | ||
| Cisco Systems Inc | 14.7 | ||
| Bank of America Corp /DE/ | 13.5 | ||
| Bristol Myers Squibb Co | 10.5 | ||
| 3M Co | 10.1 | ||
| General Electric Co | 9.0 | ||
| Caterpillar Inc | 8.3 | ||
| Abbott Laboratories | 7.0 | ||
| GE Vernova Inc | 6.9 | ||
| Clean Harbors Inc | 6.9 | ||
| EOG Resources Inc | 6.8 | ||
| Charles River Laboratories International Inc | 6.4 | ||
| American Water Works Company Inc | 6.1 | ||
| Sherwin Williams Co | 5.7 | ||
| Procter & Gamble Co | 5.7 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | The Captain Fund I LLC | [2013-08-14] | 7.7 M | 8.2 M |
| Filed 2015-05-28 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 22 | 6.4 |
| (b) Individuals (high net worth individuals) | 47 | 814.3 |
| (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 | 135 | 820.7 |
| By Discretionary | ||
| Discretionary | 135 | 820.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 135 | 820.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 820.7 | |
| Total | 135 | 820.7 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Joseph Patton Jr | Executive Officer | 1 | 1 | |
| JP Marvel Investment Advisors Inc | Promoter | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001426755] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Serves | Institutional, Retail, Research |
| Fund Types | Hedge Fund |
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|---|---|---|
|
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Contravisory Investment Management Inc
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|
White Oaks Wealth Advisors Inc
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MN | 618.3 M |
|
Omega Financial Group LLC
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CA | 552.4 M |