Investment adviser · CRD 144364

J.P. MARVEL WEALTH MANAGEMENT, INC.

Investment adviser filing (IA)

J.P. MARVEL INVESTMENT ADVISORS, INC.

BOSTON, MA, United States · Form ADV filed Mar 27, 2026

Regulatory AUM
$821M
Form ADV · Item 5.F
Client accounts
135
Accounts, not individual clients
Employees
8
Reported in this filing
Advisory professionals
6
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals47$814,310,46499.2%
Individuals22$6,434,5510.8%
Filing source

Form ADV 2067821 · Mar 27, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

THE CAPTAIN FUND I, LLC.Hedge Fund · Last reported Mar 30, 2015$8.24MGross asset value

Form D fundraising filings

Captain Fund I, LLC

Fund administrator SS&C TECHNOLOGIES CANTON, Massachusetts, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor MCGLADREY, LLP BOSTON, Massachusetts, United States
Custodian J.P. MORGAN CLEARING CORP. NEW YORK, New York, United States Related to adviser: No
Prime broker CONVERGEX PRIME SERVICES LLC ALPHARETTA, Georgia, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

J.P. MORGAN CLEARING CORP.
SEC 8-43724

CONVERGEX PRIME SERVICES LLC
CRD 140185 · SEC 8-67289

Fund details & source
Fund ID
805-3051485202
Reported beneficial owners
10
Minimum commitment
$250K
Form D file number
021-197558

Form ADV 902602 · Mar 30, 2015 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 27, 2026. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Publication of newsletters

Compensation

Percentage of assets

Principal office

265 FRANKLIN STREET, SUITE 902
BOSTON, MA, 02110, United States

CRD 144364

Filing source

Form ADV 2067821 · Mar 27, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.