J.p. Marvel Investment Advisors, Inc.
● SEC registered since 2007CRD 144364SEC# 801-68042Boston, MA
Reg. AUM
$820.7M
Employees
8
Accounts
135
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 $820.7 million in regulatory assets under management and employs 8 people.
J.p. Marvel Investment Advisors, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David John McCaffrey Control | Chief Compliance Officer | Under 5% | 2008 |
| Joan Helen Patton Control | Secretary | Under 5% | 2013 |
| Joseph F Patton Control | President | Under 5% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does J.p. Marvel Investment Advisors, Inc. manage?
J.p. Marvel Investment Advisors, Inc. reports $820.7 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
| Address | 265 Franklin Street, Suite 902, Boston, MA 02110 |
| Phone | 617-342-5600 |
| Fax | 617-342-5601 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1426755 |
| Discloses disciplinary history | No |
Regulatory AUM
$820.7M▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 37%
Larger than 63% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$820.7Mregulatory AUM
Discretionary $820.7M