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| Happy Holidays!! thanks for using AUM13F!! |
| Marvin & Palmer Associates
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| CRD # | 105399 |
| SEC # | 801-27724 |
| CIK # | 0000860645, 0000796597 |
| AUM | $169.0 M (2025-04-16) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 302-573-3570 |
| Address | 3711 Kennett Pike Wilmington, DE 19807 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Oracle Corp | 6.7 | ||
| Cisco Systems Inc | 6.7 | ||
| Nvidia Corp | 6.5 | ||
| International Business Machines Corp | 6.4 | ||
| United Technologies Corp /DE/ | 5.3 | ||
| J P Morgan Chase & Co | 5.1 | ||
| Goldman Sachs Group Inc | 5.0 | ||
| Interactive Brokers Group Inc | 5.0 | ||
| Morgan Stanley | 4.8 | ||
| Schwab Charles Corp | 3.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Marvin & Palmer Global Opportunities Fund LP | 2022-03-16 | 26.8 | |
| HF | MPA Global Fund LP | [2013-02-27] | 128.5 | 92.7 |
| Other | Marvin & Palmer Emerging Markets Equity LP | 2012-03-16 | 9.6 | |
| HF | Marvin & Palmer Emerging Markets Partners Fund LP | 2012-03-16 | 10.6 | |
| Other | Marvin & Palmer Global Equity LP | 2012-03-16 | 16.5 | |
| HF | Marvin & Palmer Global Partners Fund LP | 2012-03-16 | 14.7 | |
| Other | Marvin & Palmer Non-US Equity Institutional Fund LP | 2012-03-16 | 6.5 | |
| Other | Marvin & Palmer Non-US Equity LP | 2012-03-16 | 5.1 | |
| Other | Marvin & Palmer US Equity LP | 2012-03-16 | 14.6 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 6 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 0.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 8 | 0.2 |
| By Discretionary | ||
| Discretionary | 7 | 0.2 |
| Non-Discretionary | 1 | 0.0 |
| Total | 8 | 0.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 0.1 | |
| Total | 8 | 0.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| David Marvin | 12 | |||
| Todd Marvin | 10 | |||
| Karen Buckley | 10 | |||
| Stanley Palmer | 9 | |||
| David Schaen | 9 | |||
| Madelyn Smith | 9 | |||
| Lord John Michael Edward Moore | 9 | |||
| Marvin & Palmer Associates Inc | 10 | |||
| Marvin & Palmer GP LLC | 2 | |||
| MPA Capital Management LLC | 2 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000860645] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Marvin & Palmer Associates
✚
|
DE | 0.2 |
|
MPA Capital Management LLC
✚
|
DE | 0.0 |
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