# J.P. MARVEL INVESTMENT ADVISORS, INC.

J.P. MARVEL INVESTMENT ADVISORS, INC. of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 144364
- Type: SEC-registered investment adviser
- SEC file number: 801-68042
- Location: 265 FRANKLIN STREET, SUITE 902, BOSTON, MA, 02110
- Phone: 617-342-5600
- Latest filing: 2026-03-27
- Regulatory AUM: $820.7M
- Discretionary AUM: $820.7M
- Clients: 8
- Accounts: 135

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles, Corporations

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| Joseph Francis Patton | CHIEF EXECUTIVE OFFICER | — |
| David John Mccaffrey | CHIEF COMPLIANCE OFFICER | — |
| Joan Helen Patton | SECRETARY | — |
| Joseph F Patton | PRESIDENT | BOSTON, MA |
| Robert Trent Stephenson | EXECUTIVE VICE PRESIDENT | — |
| PATTON JOSEPH FRANCIS | CHIEF EXECUTIVE OFFICER; PRESIDENT | — |
| CLEMENS ROBERT ORMAND | CHIEF COMPLIANCE OFFICER | — |
| MACAFFREY DAVID | CHIEF COMPLIANCE OFFICER | — |
| STEPHENSON ROBERT TRENT | CHIEF COMPLIANCE OFFICER; EXECUTIVE VICE PRESIDENT | — |
| MCCAFFREY DAVID JOHN | CHIEF COMPLIANCE OFFICER | — |
| ROBERTS JOEL MANUEL | CHIEF OPERATING OFFICER | — |
| PATTON JOAN HELEN | SECRETARY | — |
| PATTON JOSEPH F | PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/144364/brochure
- Similar advisers: https://search.stillhousedata.com/firm/144364/similar
- Related entities: https://search.stillhousedata.com/firm/144364/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/144364

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.