other names
  • MARVIN & PALMER ASSOCIATES

Adviser Profile

As of Date 04/16/2025
ADV Location WILMINGTON, DE, United States
Adviser Type - Large advisory firm
Number of Employees 7 -50%
of those in investment advisory functions 4
Registration SEC, Approved, 08/29/1986
AUM* 169,049,595 78%
of that, discretionary 167,295,332 79%
Private Fund GAV* 107,276,137 -20%
Avg Account Size 21,131,199 145%
% High Net Worth 75.00% -8%
SMA’s Yes
Private Funds 2
Contact Info 302 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

328M 281M 234M 187M 141M 94M 47M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name FISCHER CUNNANE & ASSOCIATES LTD Filing Date03/30/2023 Form ADV-E View Report

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$92,692,106
Fund TypeOther Private Fund Count1 GAV$14,584,031

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Brochure Summary