Allocator Index · CRD 138538

MARBLE HARBOR INVESTMENT COUNSEL, LLC

Boston, MA · 617-956-6710 · linkedin.com/company/marble-harbor-investment-counsel-llc

SEC IAPD record ↗

Fit score

76

  • aum $250M-$3.0B+22
  • any_private_fund+22
  • hnw>=75+16
  • hnw_majority+8
  • employees 3-60+8

HNW clients

143

Other individuals

54

HNW assets

$1.26B

Total AUM

$1.32B

Employees

10

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

FundTypeGross asset value
MHIC FORT SEWALL PARTNERS, LLCPrivate Equity Fund$1.9M
MHIC DEVEREUX PARTNERS, LLCPrivate Equity Fund$1.4M