← Back to searchVisit website
MARBLE HARBOR INVESTMENT COUNSEL, LLC
CRD 138538 · SEC 801-65234
101 FEDERAL STREET, SUITE 2920, BOSTON, MA, 02110, United States
Phone
617-956-6710
Fax
617-956-6711
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.32B
Discretionary AUM
$1.32B
Team
10 total employees; 6 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 54 | $26.1M |
| High net worth individuals | 143 | $1.26B |
| Pooled investment vehicles | 2 | $3.4M |
| Charitable organizations | 10 | $12.3M |
| Corporations/business entities | 4 | $22.3M |
States served
CA, LA, ME, MD, MA, NY, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD