The MARBLE HARBOR INVESTMENT COUNSEL, LLC is a privately held investment adviser that advises $1.32Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. MARBLE HARBOR INVESTMENT COUNSEL, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 42.18% over the last 5-years.
The Group has been registered with the SEC for 20.56 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 101 FEDERAL STREET SUITE 2920, BOSTON, MASSACHUSETTS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 10 employees comprised of 6 investment and 4 non-investment staff. The total number of Employees increased by 11.11% over the last 5-years.
Their $1.32Bn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 14 other accounts. Assets of High Net Worth Individuals clients own $1.26Bn or 95.15% of Total Assets and Individuals own $26.08mn or 1.98% of Total Assets.
The Group's top investment strategies include Early Stage, representing 100% of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 2 private funds with $3.35mn in assets.
The Group discloses fixed fees, management fees and performance-based fees.
MARBLE HARBOR INVESTMENT COUNSEL, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.