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| Marvin & Palmer Associates
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| |
|---|---|
| CRD # | 105399 |
| SEC # | 801-27724 |
| CIK # | 0000860645, 0000796597 |
| AUM | $94.9 MM (2024-03-20) |
| Employees | 14 (29% Investors, 0% Brokers) |
| Phone | 302-573-3570 |
| Address | 200 Bellevue Parkway, Ste 220 Wilmington, DE 19809-3727 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| ETN | 51,598.7 | 5.3 | |
| NVDA | 399,550.0 | 5.2 | |
| IBKR | 5,650.1 | 5.1 | |
| PH | 32,093.0 | 5.1 | |
| MSFT | 1,918,222.4 | 5.1 | |
| GS | 102,858.9 | 4.7 | |
| IR | 17,377.9 | 4.7 | |
| CSL | 12,394.7 | 4.5 | |
| AMP | 26,790.3 | 4.3 | |
| KKR | 28,777.0 | 4.2 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Marvin & Palmer Global Opportunities Fund LP | 2022-03-16 | 26.8 | |
| Other | Marvin & Palmer Emerging Markets Equity LP | 2012-03-16 | 9.6 | |
| HF | Marvin & Palmer Emerging Markets Partners Fund LP | 2012-03-16 | 10.6 | |
| Other | Marvin & Palmer Global Equity LP | 2012-03-16 | 16.5 | |
| HF | Marvin & Palmer Global Partners Fund LP | 2012-03-16 | 14.7 | |
| Other | Marvin & Palmer Non-US Equity Institutional Fund LP | 2012-03-16 | 6.5 | |
| Other | Marvin & Palmer Non-US Equity LP | 2012-03-16 | 5.1 | |
| Other | Marvin & Palmer US Equity LP | 2012-03-16 | 13.3 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 9 | 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 | 0.0 |
| (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 | 11 | 0.1 |
| By Discretionary | ||
| Discretionary | 10 | 0.1 |
| Non-Discretionary | 1 | 0.0 |
| Total | 11 | 0.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.0 | |
| Total | 11 | 0.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000860645] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Marvin & Palmer Associates
✚
|
DE | 0.1 |
|
MPA Capital Management LLC
✚
|
DE | 0.1 |
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