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Marvin & Palmer Associates

● SEC registered since 1986CRD 105399SEC# 801-27724Wilmington, DE
Export (members)
Ranks #5,144 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$195.7M
Fund GAV
$125.2M
Private funds
2
Employees
7
Accounts
7
Location
Wilmington, DE

Marvin & Palmer Associates assets under management

Marvin & Palmer Associates is a registered investment adviser overseen by the SEC based in Wilmington, DE. The firm has been registered since 1986. It reports $195.7 million in regulatory assets under management and employs 7 people. Marvin & Palmer Associates manages 2 private funds with combined gross assets of $125.2 million, including Mpa Global Fund, L.P. By regulatory assets, it ranks 5,144 of 6,004 private fund managers.

Marvin & Palmer Associates private funds

2 funds · $125.2M GAV
FundTypeGross assetsMin.
Mpa Global Fund, L.P.Hedge$110.1M$1M
Marvin & Palmer U.S. Equity, L.P.Other Private$15.1M$100K

Marvin & Palmer Associates owners & executives

6 reported
NameTitleOwnershipSince
Brian David MarvinOwner5-10%2012
David Fred Marvin ControlChief Executive Officer/DirectorOver 75%1986
Jennifer Mattes Larocca ControlChief Compliance OfficerUnder 5%2024
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Frequently asked questions

How much does Marvin & Palmer Associates manage?

Marvin & Palmer Associates reports $195.7 million in regulatory assets under management on its Form ADV.

How many private funds does Marvin & Palmer Associates manage?

Marvin & Palmer Associates manages 2 private funds with combined gross assets of $125.2 million.

How many employees does Marvin & Palmer Associates have?

Marvin & Palmer Associates reports 7 employees.

Where is Marvin & Palmer Associates located?

Marvin & Palmer Associates is based in Wilmington, DE and has been SEC-registered since 1986.

Does Marvin & Palmer Associates disclose fund performance?

Marvin & Palmer Associates is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3711 Kennett Pike, Suite 120, Wilmington, DE 19807
Phone302-573-3570
Fax302-573-8921
Office hours8:00 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK860645
Discloses disciplinary historyNo

Regulatory AUM

$195.7M▲ 16%
Mar '25 — $169MApr '25 — $169MMay '25 — $169MJun '25 — $169MJul '25 — $169MAug '25 — $169MSep '25 — $169MOct '25 — $169MNov '25 — $169MDec '25 — $169MJan '26 — $169MFeb '26 — $169MMar '26 — $195.7MApr '26 — $195.7MMay '26 — $195.7MJun '26 — $195.7M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
AUM vs fund managersTop 86%
Larger than 14% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 51%
More than 49% of 16,825 advisers

Assets under management

$195.7Mregulatory AUM
Discretionary $195.7M

Fund type mix

Hedge1
Other Private1

Service providers