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Marble Harbor Investment Counsel, LLC

● SEC registered since 2006CRD 138538SEC# 801-65234Boston, MA
Export (members)
Ranks #2,375 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$1.28B
Fund GAV
$3.3M
Private funds
3
Employees
10
Accounts
540
Location
Boston, MA

Marble Harbor Investment Counsel, LLC assets under management

Marble Harbor Investment Counsel, LLC operates as an SEC-registered investment adviser based in Boston, MA. The firm has been registered since 2006. It reports $1.3 billion in regulatory assets under management and employs 10 people. Marble Harbor Investment Counsel, LLC manages 3 private funds with combined gross assets of $3.3 million, including Mhic Fort Sewall Partners, LLC. By regulatory assets, it ranks 2,375 of 5,911 private fund managers.

Marble Harbor Investment Counsel, LLC private funds

3 funds · $3.3M GAV
FundTypeGross assetsMin.
Mhic Fort Sewall Partners, LLCPrivate Equity$1.9M$10K
Mhic Devereux Partners, LLCPrivate Equity$1.4M$10K
Mhic Ventures I, LLCPrivate Equity$10K

Marble Harbor Investment Counsel, LLC owners & executives

5 reported
NameTitleOwnershipSince
Charlotte Tillman DeyessoMember5-10%2014
Daniel Joseph RosenblattMember10-25%2007
Paul Robert Davis ControlManaging Member And Chief Investment Officer50-75%2005
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Frequently asked questions

How much does Marble Harbor Investment Counsel, LLC manage?

Marble Harbor Investment Counsel, LLC reports $1.3 billion in regulatory assets under management on its Form ADV.

How many private funds does Marble Harbor Investment Counsel, LLC manage?

Marble Harbor Investment Counsel, LLC manages 3 private funds with combined gross assets of $3.3 million.

How many employees does Marble Harbor Investment Counsel, LLC have?

Marble Harbor Investment Counsel, LLC reports 10 employees.

Where is Marble Harbor Investment Counsel, LLC located?

Marble Harbor Investment Counsel, LLC is based in Boston, MA and has been SEC-registered since 2006.

Does Marble Harbor Investment Counsel, LLC disclose fund performance?

Marble Harbor Investment Counsel, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address101 Federal Street, Suite 2920, Boston, MA 02110
Phone617-956-6710
Fax617-956-6711
Office hours9:00 a.m. To 5:00 p.m.
SEC regionBoston Regional Office (BRO)
CIK1387130
Discloses disciplinary historyNo

Assets under management

Discretionary$1.28B
Non-discretionary$0
Total (RAUM)$1.28B

Service providers