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J.p. Marvel Investment Advisors, Inc.

● SEC registered since 2007CRD 144364SEC# 801-68042Boston, MA
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Reg. AUM
$680.2M
Employees
8
Accounts
117
Location
Boston, MA

J.p. Marvel Investment Advisors, Inc. assets under management

J.p. Marvel Investment Advisors, Inc. is an SEC-registered investment adviser based in Boston, MA. The firm has been registered since 2007. It reports $680.2 million in regulatory assets under management and employs 8 people.
www.jpmarvel.comView on SEC.gov ↗

J.p. Marvel Investment Advisors, Inc. owners & executives

5 reported
NameTitleOwnershipSince
David John McCaffrey ControlChief Compliance OfficerUnder 5%2008
Joan Helen Patton ControlSecretaryUnder 5%2013
Joseph F Patton ControlPresidentUnder 5%2019
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Frequently asked questions

How much does J.p. Marvel Investment Advisors, Inc. manage?

J.p. Marvel Investment Advisors, Inc. reports $680.2 million in regulatory assets under management on its Form ADV.

How many employees does J.p. Marvel Investment Advisors, Inc. have?

J.p. Marvel Investment Advisors, Inc. reports 8 employees.

Where is J.p. Marvel Investment Advisors, Inc. located?

J.p. Marvel Investment Advisors, Inc. is based in Boston, MA and has been SEC-registered since 2007.

Does J.p. Marvel Investment Advisors, Inc. disclose fund performance?

J.p. Marvel Investment Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address265 Franklin Street, Suite 902, Boston, MA 02110
Phone617-342-5600
Fax617-342-5601
Office hours9:00 a.m. To 5:00 p.m.
SEC regionBoston Regional Office (BRO)
CIK1426755
Discloses disciplinary historyNo

Assets under management

Discretionary$680.2M
Non-discretionary$0
Total (RAUM)$680.2M