J.P. Marvel Investment Advisors is an investment advisor in Boston with $580.26 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
260235087
SEC advisor number
801-68042
FINRA CRD number
144364
AUM ?
$580.26 mm
(as of 28 Mar 22)
Accounts
58
(as of 28 Mar 22)
Employees
7
(6 investment advisory or research)
Address
J.P. Marvel Investment Advisors
265 FRANKLIN STREET
UNIT 902
BOSTON
MA 02110
265 FRANKLIN STREET
UNIT 902
BOSTON
MA 02110
Office hours
Monday - Friday, 9:00 AM TO 5:00 PM
Phone
617-342-5600
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Patton, Joseph, Francis | Chief Executive Officer | 12/2019 | > 75% |
Mccaffrey, David, John | Chief Compliance Officer | 01/2008 | < 5% |
Patton, Joan, Helen | Secretary | 12/2013 | < 5% |
Patton, Joseph, F | President | 12/2019 | < 5% |
Stephenson, Robert, Trent | Executive Vice President | 12/2019 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
15 Nov 23
13F-HR
Quarterly holdings report by institutional manager
10 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
18 Jan 23
13F-HR
Quarterly holdings report by institutional manager
24 Oct 22
13F-HR
Quarterly holdings report by institutional manager
2 Aug 22
13F-HR
Quarterly holdings report by institutional manager
12 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 21