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| Marvin & Palmer Associates
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|---|---|
| CRD # | 105399 |
| SEC # | 801-27724 |
| CIK # | 0000796597, 0000860645 |
| AUM | 195.7 M (2026-03-20) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 302-573-3570 |
| Address | 3711 Kennett Pike Wilmington, DE 19807 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 9.8 | ||
| United Technologies Corp /DE/ | 6.4 | ||
| Valero Energy Corp/Tx | 4.0 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 3.8 | ||
| Citigroup Inc | 3.8 | ||
| Baker Hughes A GE Co | 3.8 | ||
| Caterpillar Inc | 3.7 | ||
| TJX Companies Inc /DE/ | 3.7 | ||
| Goldman Sachs Group Inc | 3.6 | ||
| Ametek INC/ | 3.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Marvin & Palmer Global Opportunities Fund LP | 2022-03-16 | 26.8 M | |
| HF | MPA Global Fund LP | [2013-02-27] | 130.6 M | 110.1 M |
| Filed 2025-10-17 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | Marvin & Palmer Emerging Markets Equity LP | 2012-03-16 | 9.6 M | |
| HF | Marvin & Palmer Emerging Markets Partners Fund LP | 2012-03-16 | 10.6 M | |
| Other | Marvin & Palmer Global Equity LP | 2012-03-16 | 16.5 M | |
| HF | Marvin & Palmer Global Partners Fund LP | 2012-03-16 | 14.7 M | |
| Other | Marvin & Palmer Non-US Equity Institutional Fund LP | 2012-03-16 | 6.5 M | |
| Other | Marvin & Palmer Non-US Equity LP | 2012-03-16 | 5.1 M | |
| Other | Marvin & Palmer US Equity LP | 2012-03-16 | 15.1 M | |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 5 | 0.1 |
| (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 | 2 | 0.1 |
| (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 | 7 | 0.2 |
| By Discretionary | ||
| Discretionary | 7 | 0.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 7 | 0.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 0.1 | |
| Total | 7 | 0.2 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| David Marvin | Executive Officer | 12 | 3 | |
| Karen Buckley | Executive Officer | 10 | 3 | |
| Todd Marvin | Executive Officer | 10 | 3 | |
| Stanley Palmer | Executive Officer | 9 | 3 | |
| David Schaen | Executive Officer | 9 | 3 | |
| Madelyn Smith | Director | 9 | 3 | |
| Lord John Michael Edward Moore | Director | 9 | 3 | |
| Mpa Capital Management LLC | Executive Officer | 2 | 2 | |
| Mpa Capital GP LLC | Executive Officer | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000860645] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $12.2B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
| LEI | QBQ9RQU3AMJWXCSSR070 |
| Related Firms | State | AUM |
|---|---|---|
|
Marvin & Palmer Associates
✚
|
DE | 195.7 M |
|
MPA Capital Management LLC
✚
|
DE |
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