Marble Harbor Investment Counsel, LLC

RIASEC Registered

Total AUM

$1.3B

Discretionary

$1.3B

100% of AUM

Avg account

$2.4M

Accounts

543

Employees

Advisory reps

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

FINTRX

Overview

Marble Harbor Investment Counsel, LLC is an SEC-registered investment adviser (registration since 2006) organized as an LLC and classified in the source data as a private equity fund manager. The firm serves both individual/family and institutional clients and provides portfolio management for individual/small-business accounts as well as for pooled investment vehicles. It also acts in sponsor/GP and managing-member roles for pooled vehicles it runs. Fee arrangements include asset-based fees, fixed fees, and performance-based fees, with performance fees likely associated with its pooled funds and private placement activity. The firm is not identified as an active ESG investor.