MARBLE HARBOR INVESTMENT COUNSEL, LLC
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 138538
- Registered since
- January 11, 2006
- Website
- marbleharboric.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC, FIDUCIARY TRUST COMPANY INTERNATIONAL
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI95.15%
- Individuals1.98%
- Corporations / Businesses1.69%
- Charitable Organizations0.93%
- Pooled Investment Vehicles0.25%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Marble Harbor Investment Counsel, LLC is an SEC-registered investment adviser organized as an LLC and operating since 2006. The firm serves both high-net-worth individuals and family clients as well as institutional investors. It is structured to provide portfolio management for individual and pooled vehicles and charges a mix of percentage-of-AUM, fixed, and performance-based fees. Although organized as a private equity fund for classification purposes, Marble Harbor provides traditional advisory services rather than acting as a capital allocator to external private funds. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities67%
- Public Funds/Mutual Funds13%
- US Government Bonds7%
- State & Local Bonds5%
- Non-Exchange Traded Equities4%
Owners & executives
1 of 1THOMAS STICKLEY
Chief Compliance OfficerCRD 4228812
Contacts
3 of 7DANIEL ROSENBLATT
Founding MemberCRD 5310096
JOSEPH FORESI
Adjunct ProfessorCRD 4308340
PATRICK ROBB
Principal & Portfolio ManagerCRD 4361661
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 36Active vs passive
$82.7M in ETFs
94%
$77.4M
<1%
$5.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD EMERGING MARKETS STOCK INDEX FUND (VWO) | Vanguard | Passive | Diversified Emerging Mkts | $21M | 388,511 | 25.39% |
Location
BOSTON, MA
SUFFOLK
Location
BOSTON, MA
Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- SUFFOLK
- Address
- 101 Federal St
- Time zone
- ET (UTC-5)
- Office locations
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