Marvin & Palmer Associates
Firm details
- Headquarters
- Wilmington, Delaware
- CRD number
- 105399
- Registered since
- August 29, 1986
- Website
- www.marvinandpalmer.com
- Custodians
- J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles63.98%
- HNWI36.02%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Marvin & Palmer Associates is a privately owned corporate adviser that operates as a hedge fund and has been SEC-registered since 1986. The firm serves both individual/family and institutional clients, offering portfolio management for individuals and small businesses as well as for pooled investment vehicles. It functions in roles typical for commodity trading operations — recorded as a CPO/CTA — and also acts as sponsor, general partner or managing member of pooled funds it manages. Compensation combines a percentage-of-assets fee with performance-based fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- Cash & Cash Equivalents10%
Owners & executives
1 of 1
Karen Buckley
Chief Operating OfficerCRD 4340240
Contacts
3 of 6Stanley Palmer
Co-FounderCRD 4340239
Todd Marvin
President & Portfolio ManagerCRD 1702687
Stephen Marvin
President & Portfolio ManagerCRD 3051285
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 9Active vs passive
$44.1M in ETFs
100%
$44.1M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES SEMICONDUCTOR ETF (SOXX) | BlackRock | Passive | Technology | $12M | 18,797 | 27.30% |
Location
Wilmington, DE
New Castle
Location
Wilmington, DE
Headquartered in Wilmington, DE, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the South.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- South
- County
- New Castle
- Address
- 3711 Kennett Pike
- Time zone
- ET (UTC-5)
- Office locations
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