Marble Harbor Investment Counsel, LLC
● SEC registered since 2006CRD 138538SEC# 801-65234Boston, MA
Ranks #2,675 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.32B
Fund GAV
$3.3M
Private funds
2
Employees
10
Accounts
543
Location
Boston, MA
Marble Harbor Investment Counsel, LLC assets under management
Marble Harbor Investment Counsel, LLC operates as an SEC-registered investment adviser based in Boston, MA. The firm has been registered since 2006. It reports $1.3 billion in regulatory assets under management and employs 10 people. Marble Harbor Investment Counsel, LLC manages 2 private funds with combined gross assets of $3.3 million, including Mhic Fort Sewall Partners, LLC. By regulatory assets, it ranks 2,675 of 6,004 private fund managers.
Marble Harbor Investment Counsel, LLC private funds
2 funds · $3.3M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Mhic Fort Sewall Partners, LLC | Private Equity | $1.9M | $10K |
| Mhic Devereux Partners, LLC | Private Equity | $1.4M | $10K |
Marble Harbor Investment Counsel, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charlotte Tillman Deyesso | Member | 5-10% | 2014 |
| Daniel Joseph Rosenblatt | Member | 10-25% | 2007 |
| Paul Robert Davis Control | Managing Member And Chief Investment Officer | 50-75% | 2005 |
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Join to unlock · $37/moFrequently asked questions
How much does Marble Harbor Investment Counsel, LLC manage?
Marble Harbor Investment Counsel, LLC reports $1.3 billion in regulatory assets under management on its Form ADV.
How many private funds does Marble Harbor Investment Counsel, LLC manage?
Marble Harbor Investment Counsel, LLC manages 2 private funds with combined gross assets of $3.3 million.
How many employees does Marble Harbor Investment Counsel, LLC have?
Marble Harbor Investment Counsel, LLC reports 10 employees.
Where is Marble Harbor Investment Counsel, LLC located?
Marble Harbor Investment Counsel, LLC is based in Boston, MA and has been SEC-registered since 2006.
Does Marble Harbor Investment Counsel, LLC disclose fund performance?
Marble Harbor Investment Counsel, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 101 Federal Street, Suite 2920, Boston, MA 02110 |
| Phone | 617-956-6710 |
| Fax | 617-956-6711 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1387130 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.32B▲ 3%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 28%
Larger than 72% of 16,271 advisers
AUM vs fund managersTop 45%
Larger than 55% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$1.32Bregulatory AUM
Discretionary $1.32B
Service providers
Custodian