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 first registered in 2006. The firm is classified in the data as a private equity fund and is owned by an individual. Its client base includes both individuals and families as well as institutional investors. Advisory services emphasize portfolio management for individuals/small businesses and for pooled investment vehicles; the firm also functions as an adviser and sponsor and as a GP/managing member of pooled vehicles. Fee arrangements include percentage-of-AUM fees, fixed fees, and performance-based fees. The firm is not coded as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 1
Thomas Stickley
Chief Compliance OfficerCRD 4228812
Contacts
3 of 7
Daniel 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 39Active vs passive
$92.6M in ETFs
94%
$86.7M
<1%
$5.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD EMERGING MARKETS STOCK INDEX FUND (VWO) | Vanguard | Passive | Diversified Emerging Mkts | $23.3M | 389,924 | 25.13% |
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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