MARVIN & PALMER ASSOCIATES INC

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Marvin & Palmer Associates is based out of Wilmington. Marvin & Palmer Associates is a large advisory firm with 7 clients and discretionary assets under management (AUM) of $157,741,965 (Form ADV from 2019-05-06). Their last reported 13F filing for Q3 2019 included $152,039,000 in managed 13F securities and a top 10 holdings concentration of 48.88%. Marvin & Palmer Associates's largest holding is Texas Instruments, Inc. with shares held of 68,341. Marvin & Palmer Associates has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 96 13F filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $152.039 Million
  • Prior Market Value $150.849 Million
  • New Purchases5 stocks
  • Additional Purchases15 stocks
  • Sold out of6 stocks
  • Reduced holdings in4 stocks
  • Top 10 Holdings % 48.88 %
  • Turnover % [1]:44.00%
  • Turnover Alt % [2]: 23.61 %
  • Time Held Top20:4.00 quarters
  • Time Held Top10:2.60 quarters
  • Time Held All:4.56 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14

Performance for Q3 2019: 4.24%
Performance Last 4 Quarters: 15.6%
Performance Metrics
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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
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This lets you look at individual sub managers or subsidiaries within the 13F filing.

13F Managers

Subsidiaries/Managers included in latest 13F
Name
MPA Capital Management LLC

View Last Form Adv Compilation Report on Record

MARVIN & PALMER ASSOCIATES
Classified as Hedge Fund
200 BELLEVUE PARKWAY, STE 220
WILMINGTON DE    19809-3727
Country: United States

Business Phone: 302-573-3570
Fax: 302-573-8921
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: DE
Number of employees: 11
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities: 9,610,520
Total Number of Clients: 7
Amount of client funds and securities by related persons: 56,328,900
Total Number of clients from related persons: 1
Disclosures:
Data above was derived from SEC filings.

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MARVIN & PALMER ASSOCIATES

ownership team - last updated 2019-05-06
Name Title Start Date Direct/Indirect % Ownership
PALMER, STANLEY OWNER 03/01/2008 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
MARVIN & PALMER ASSOCIATES OWNER direct 2008-03-01
MARVIN & PALMER ASSOCIATES PRESIDENT direct 1986-07-01 2007-07-26
MARVIN & PALMER ASSOCIATES VICE CHAIRMAN direct 2008-03-01 2009-03-23
MARVIN & PALMER ASSOCIATES VICE CHAIRMAN/DIRECTOR direct 2008-03-01 2015-12-16
BUCKLEY, KAREN, TWADDELL CHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER/DIRECTOR 03/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
MARVIN & PALMER ASSOCIATES CHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER/DIRECTOR direct 2008-03-01
MARVIN & PALMER ASSOCIATES CHIEF FINANCIAL OFFICER direct 1986-07-01 2007-07-26
MARVIN & PALMER ASSOCIATES CHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER direct 2008-03-01 2009-03-23
MARVIN, DAVID, FRED CHIEF EXECUTIVE OFFICER/DIRECTOR 07/01/1986 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MPA CAPITAL MANAGEMENT LLC SHAREHOLDER indirect 1986-06-01
MARVIN & PALMER ASSOCIATES CHIEF EXECUTIVE OFFICER/DIRECTOR direct 1986-07-01
MARVIN & PALMER ASSOCIATES CHIEF EXECUTIVE OFFICER direct 1986-07-01 2009-03-23
HAHN, GILBERT GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER 06/01/1998 Direct less than 5%
Fund Name Position direct/indirect start date end date
MARVIN & PALMER ASSOCIATES GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER direct 1998-06-01
MPA CAPITAL MANAGEMENT LLC CCO direct 2013-01-01
MARVIN & PALMER ASSOCIATES VICE PRESIDENT - GENERAL COUNSEL direct 1998-06-01 2003-03-18
MARVIN & PALMER ASSOCIATES GENERAL COUNSEL direct 1998-06-01 2004-03-30
MARVIN, TODD, DAVID PRESIDENT/DIRECTOR 03/01/2008 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
MARVIN & PALMER ASSOCIATES CO-PRESIDENT direct 2008-03-01
MARVIN & PALMER ASSOCIATES PRESIDENT/DIRECTOR direct 2008-03-01
MARVIN & PALMER ASSOCIATES PRESIDENT direct 2008-03-01
MARVIN & PALMER ASSOCIATES DIRECTOR direct 2008-05-01
MPA CAPITAL MANAGEMENT LLC MEMBER indirect 2013-02-01
MPA CAPITAL MANAGEMENT LLC CEO/CIO direct 2013-04-01
MARVIN, STEPHEN, D PORTFOLIO MANAGER, PRINCIPAL 12/01/2012 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
MARVIN & PALMER ASSOCIATES PORTFOLIO MANAGER, PRINCIPAL direct 2012-12-01
MARVIN, BRIAN, DAVID OWNER 12/01/2012 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
MARVIN & PALMER ASSOCIATES CLIENT SERVICE & MARKETING, PRINCIPAL direct 2012-12-01
MARVIN & PALMER ASSOCIATES OWNER direct 2012-12-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
MARVIN & PALMER U.S. EQUITY, L.P. United States 805-2233735160 Other Private Fund LONG ONLY INVESTMENTS IN PUBLICLY TRADED EQUITY SECURITIES 9,610,517 100,000

MARVIN & PALMER ASSOCIATES

ownership team - last updated 2019-03-19
Name Title Start Date Direct/Indirect % Ownership
PALMER, STANLEY OWNER 03/01/2008 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
MARVIN & PALMER ASSOCIATES OWNER direct 2008-03-01
MARVIN & PALMER ASSOCIATES PRESIDENT direct 1986-07-01 2007-07-26
MARVIN & PALMER ASSOCIATES VICE CHAIRMAN direct 2008-03-01 2009-03-23
MARVIN & PALMER ASSOCIATES VICE CHAIRMAN/DIRECTOR direct 2008-03-01 2015-12-16
BUCKLEY, KAREN, TWADDELL CHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER/DIRECTOR 03/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
MARVIN & PALMER ASSOCIATES CHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER/DIRECTOR direct 2008-03-01
MARVIN & PALMER ASSOCIATES CHIEF FINANCIAL OFFICER direct 1986-07-01 2007-07-26
MARVIN & PALMER ASSOCIATES CHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER direct 2008-03-01 2009-03-23
MARVIN, DAVID, FRED CHIEF EXECUTIVE OFFICER/DIRECTOR 07/01/1986 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MPA CAPITAL MANAGEMENT LLC SHAREHOLDER indirect 1986-06-01
MARVIN & PALMER ASSOCIATES CHIEF EXECUTIVE OFFICER/DIRECTOR direct 1986-07-01
MARVIN & PALMER ASSOCIATES CHIEF EXECUTIVE OFFICER direct 1986-07-01 2009-03-23
HAHN, GILBERT GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER 06/01/1998 Direct less than 5%
Fund Name Position direct/indirect start date end date
MARVIN & PALMER ASSOCIATES GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER direct 1998-06-01
MPA CAPITAL MANAGEMENT LLC CCO direct 2013-01-01
MARVIN & PALMER ASSOCIATES VICE PRESIDENT - GENERAL COUNSEL direct 1998-06-01 2003-03-18
MARVIN & PALMER ASSOCIATES GENERAL COUNSEL direct 1998-06-01 2004-03-30
MARVIN, TODD, DAVID PRESIDENT/DIRECTOR 03/01/2008 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
MARVIN & PALMER ASSOCIATES CO-PRESIDENT direct 2008-03-01
MARVIN & PALMER ASSOCIATES PRESIDENT/DIRECTOR direct 2008-03-01
MARVIN & PALMER ASSOCIATES PRESIDENT direct 2008-03-01
MARVIN & PALMER ASSOCIATES DIRECTOR direct 2008-05-01
MPA CAPITAL MANAGEMENT LLC MEMBER indirect 2013-02-01
MPA CAPITAL MANAGEMENT LLC CEO/CIO direct 2013-04-01
MARVIN, STEPHEN, D PORTFOLIO MANAGER, PRINCIPAL 12/01/2012 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
MARVIN & PALMER ASSOCIATES PORTFOLIO MANAGER, PRINCIPAL direct 2012-12-01
MARVIN, BRIAN, DAVID OWNER 12/01/2012 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
MARVIN & PALMER ASSOCIATES CLIENT SERVICE & MARKETING, PRINCIPAL direct 2012-12-01
MARVIN & PALMER ASSOCIATES OWNER direct 2012-12-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
MARVIN & PALMER U.S. EQUITY, L.P. United States 805-2233735160 Other Private Fund LONG ONLY INVESTMENTS IN PUBLICLY TRADED EQUITY SECURITIES 9,610,517 100,000

MARVIN & PALMER ASSOCIATES

ownership team - last updated 2018-04-30
Name Title Start Date Direct/Indirect % Ownership
MARVIN, TODD, DAVID PRESIDENT/DIRECTOR 03/01/2008 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
MARVIN & PALMER ASSOCIATES CO-PRESIDENT direct 2008-03-01
MARVIN & PALMER ASSOCIATES PRESIDENT/DIRECTOR direct 2008-03-01
MARVIN & PALMER ASSOCIATES PRESIDENT direct 2008-03-01
MARVIN & PALMER ASSOCIATES DIRECTOR direct 2008-05-01
MPA CAPITAL MANAGEMENT LLC MEMBER indirect 2013-02-01
MPA CAPITAL MANAGEMENT LLC CEO/CIO direct 2013-04-01
PALMER, STANLEY OWNER 03/01/2008 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
MARVIN & PALMER ASSOCIATES OWNER direct 2008-03-01
MARVIN & PALMER ASSOCIATES PRESIDENT direct 1986-07-01 2007-07-26
MARVIN & PALMER ASSOCIATES VICE CHAIRMAN direct 2008-03-01 2009-03-23
MARVIN & PALMER ASSOCIATES VICE CHAIRMAN/DIRECTOR direct 2008-03-01 2015-12-16
BUCKLEY, KAREN, TWADDELL CHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER/DIRECTOR 03/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
MARVIN & PALMER ASSOCIATES CHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER/DIRECTOR direct 2008-03-01
MARVIN & PALMER ASSOCIATES CHIEF FINANCIAL OFFICER direct 1986-07-01 2007-07-26
MARVIN & PALMER ASSOCIATES CHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER direct 2008-03-01 2009-03-23
MARVIN, DAVID, FRED CHIEF EXECUTIVE OFFICER/DIRECTOR 07/01/1986 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MPA CAPITAL MANAGEMENT LLC SHAREHOLDER indirect 1986-06-01
MARVIN & PALMER ASSOCIATES CHIEF EXECUTIVE OFFICER/DIRECTOR direct 1986-07-01
MARVIN & PALMER ASSOCIATES CHIEF EXECUTIVE OFFICER direct 1986-07-01 2009-03-23
HAHN, GILBERT GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER 06/01/1998 Direct less than 5%
Fund Name Position direct/indirect start date end date
MARVIN & PALMER ASSOCIATES GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER direct 1998-06-01
MPA CAPITAL MANAGEMENT LLC CCO direct 2013-01-01
MARVIN & PALMER ASSOCIATES VICE PRESIDENT - GENERAL COUNSEL direct 1998-06-01 2003-03-18
MARVIN & PALMER ASSOCIATES GENERAL COUNSEL direct 1998-06-01 2004-03-30
MARVIN, STEPHEN, D PORTFOLIO MANAGER, PRINCIPAL 12/01/2012 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
MARVIN & PALMER ASSOCIATES PORTFOLIO MANAGER, PRINCIPAL direct 2012-12-01
MARVIN, BRIAN, DAVID OWNER 12/01/2012 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
MARVIN & PALMER ASSOCIATES CLIENT SERVICE & MARKETING, PRINCIPAL direct 2012-12-01
MARVIN & PALMER ASSOCIATES OWNER direct 2012-12-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
MARVIN & PALMER U.S. EQUITY, L.P. United States 805-2233735160 Other Private Fund LONG ONLY INVESTMENTS IN PUBLICLY TRADED EQUITY SECURITIES 10,725,697 100,000

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