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 structured as a corporation that operates with hedge fund characteristics and has been SEC-registered since 1986. The firm serves both high-net-worth individuals and institutional clients, charging a combination of percentage-of-assets and performance-based fees. Its regulatory profile and listed activities identify it as a CPO/CTA and as a sponsor, general partner, or managing member of pooled investment vehicles, so its business mixes bespoke portfolio management for individuals and small businesses with management of pooled funds. The organization is not positioned as an ESG investor, does not present itself as a multi-state adviser, and does not operate as a pension consultant or related adviser. Marvin & Palmer advises private funds—including at least one hedge fund—so performance-fee economics and active trading are consistent with its governance and client servicing model.
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 1KAREN 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 3Active vs passive
$11.4M in ETFs
100%
$11.4M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) S&P(R) BIOTECH ETF (XBI) | State Street | Passive | Health | $3.8M | 30,136 | 33.81% |
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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