MARBLE HARBOR INVESTMENT COUNSEL, LLC
CRD #138538 SEC #801-65234 BOSTON, MA 617-956-6710
SEC Registered Private Funds
Total AUM
$1.3B
Discretionary
$1.3B
Employees
10
Clients
--
Accounts
540
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.3B | $1.3B | $0 | 10 | 0 |
| Mar 2024 | $1.1B | $1.1B | $0 | 10 | 1 |
| Jul 2023 | $1B | $1B | $0 | 10 | 1 |
| Mar 2023 | $1B | $1B | $0 | 10 | 1 |
| May 2022 | $1.1B | $1.1B | $0 | 11 | 1 |
| Apr 2022 | $1.1B | $1.1B | $0 | 11 | 1 |
| Mar 2022 | $1.1B | $1.1B | $0 | 11 | 1 |
| Mar 2021 | $928.5M | $928.5M | $0 | 9 | 1 |
| Jan 2021 | $849.3M | $840.5M | $8.8M | 10 | 2 |
| Jun 2020 | $849.3M | $840.5M | $8.8M | 10 | 2 |
| Mar 2020 | $849.3M | $840.5M | $8.8M | 10 | 2 |
| Mar 2019 | $681.2M | $673.7M | $7.5M | 9 | 2 |
| Oct 2018 | $704.9M | $697M | $7.9M | 9 | 2 |
| Mar 2018 | $704.9M | $697M | $7.9M | 9 | 2 |
| Mar 2017 | $561.7M | $555M | $6.7M | 8 | 200 |
| Mar 2016 | $484.2M | $478M | $6.2M | 9 | 200 |
| Feb 2016 | $507.7M | $501M | $6.7M | 10 | 200 |
| Jan 2016 | $507.7M | $501M | $6.7M | 10 | 200 |
| Sep 2015 | $507.7M | $501M | $6.7M | 10 | 200 |
| Jul 2015 | $507.7M | $501M | $6.7M | 10 | 200 |
| Jun 2015 | $507.7M | $501M | $6.7M | 10 | 200 |
| Mar 2015 | $507.7M | $501M | $6.7M | 10 | 200 |
| Jan 2015 | $510.4M | $502.8M | $7.7M | 11 | 200 |
| Jun 2014 | $510.4M | $502.8M | $7.7M | 11 | 200 |
| Mar 2014 | $510.4M | $502.8M | $7.7M | 11 | 200 |
| Apr 2013 | $421.8M | $418.7M | $3.1M | 10 | 200 |
| Apr 2013 | $421.8M | $418.7M | $3.1M | 10 | 200 |
| Mar 2013 | $421.8M | $418.7M | $3.1M | 10 | 200 |
| Mar 2012 | $348.7M | $345.5M | $3.1M | 6 | 200 |
| Dec 2011 | $337.9M | $334.8M | $3.1M | 6 | 101 |
| Dec 2011 | $337.9M | $334.8M | $3.1M | 6 | 101 |
| Mar 2011 | $337.9M | $334.8M | $3.1M | 10 | -- |
| May 2010 | $293M | $290.3M | $2.7M | 10 | -- |
| Mar 2009 | $241M | $238.6M | $2.3M | 10 | -- |
| Mar 2008 | $295.3M | $288.1M | $7.2M | 10 | -- |
| Mar 2007 | $240.1M | $219.5M | $20.6M | 10 | -- |
| Jan 2006 | $0 | $0 | $0 | 5 | -- |
| Dec 2005 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees10
Clients0
DateMar 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees10
Clients1
DateJul 2023
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees10
Clients1
DateMar 2023
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees10
Clients1
DateMay 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees11
Clients1
DateApr 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees11
Clients1
DateMar 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees11
Clients1
DateMar 2021
Total AUM$928.5M
Discretionary$928.5M
Non-Disc.$0
Employees9
Clients1
DateJan 2021
Total AUM$849.3M
Discretionary$840.5M
Non-Disc.$8.8M
Employees10
Clients2
DateJun 2020
Total AUM$849.3M
Discretionary$840.5M
Non-Disc.$8.8M
Employees10
Clients2
DateMar 2020
Total AUM$849.3M
Discretionary$840.5M
Non-Disc.$8.8M
Employees10
Clients2
DateMar 2019
Total AUM$681.2M
Discretionary$673.7M
Non-Disc.$7.5M
Employees9
Clients2
DateOct 2018
Total AUM$704.9M
Discretionary$697M
Non-Disc.$7.9M
Employees9
Clients2
DateMar 2018
Total AUM$704.9M
Discretionary$697M
Non-Disc.$7.9M
Employees9
Clients2
DateMar 2017
Total AUM$561.7M
Discretionary$555M
Non-Disc.$6.7M
Employees8
Clients200
DateMar 2016
Total AUM$484.2M
Discretionary$478M
Non-Disc.$6.2M
Employees9
Clients200
DateFeb 2016
Total AUM$507.7M
Discretionary$501M
Non-Disc.$6.7M
Employees10
Clients200
DateJan 2016
Total AUM$507.7M
Discretionary$501M
Non-Disc.$6.7M
Employees10
Clients200
DateSep 2015
Total AUM$507.7M
Discretionary$501M
Non-Disc.$6.7M
Employees10
Clients200
DateJul 2015
Total AUM$507.7M
Discretionary$501M
Non-Disc.$6.7M
Employees10
Clients200
DateJun 2015
Total AUM$507.7M
Discretionary$501M
Non-Disc.$6.7M
Employees10
Clients200
DateMar 2015
Total AUM$507.7M
Discretionary$501M
Non-Disc.$6.7M
Employees10
Clients200
DateJan 2015
Total AUM$510.4M
Discretionary$502.8M
Non-Disc.$7.7M
Employees11
Clients200
DateJun 2014
Total AUM$510.4M
Discretionary$502.8M
Non-Disc.$7.7M
Employees11
Clients200
DateMar 2014
Total AUM$510.4M
Discretionary$502.8M
Non-Disc.$7.7M
Employees11
Clients200
DateApr 2013
Total AUM$421.8M
Discretionary$418.7M
Non-Disc.$3.1M
Employees10
Clients200
DateApr 2013
Total AUM$421.8M
Discretionary$418.7M
Non-Disc.$3.1M
Employees10
Clients200
DateMar 2013
Total AUM$421.8M
Discretionary$418.7M
Non-Disc.$3.1M
Employees10
Clients200
DateMar 2012
Total AUM$348.7M
Discretionary$345.5M
Non-Disc.$3.1M
Employees6
Clients200
DateDec 2011
Total AUM$337.9M
Discretionary$334.8M
Non-Disc.$3.1M
Employees6
Clients101
DateDec 2011
Total AUM$337.9M
Discretionary$334.8M
Non-Disc.$3.1M
Employees6
Clients101
DateMar 2011
Total AUM$337.9M
Discretionary$334.8M
Non-Disc.$3.1M
Employees10
Clients--
DateMay 2010
Total AUM$293M
Discretionary$290.3M
Non-Disc.$2.7M
Employees10
Clients--
DateMar 2009
Total AUM$241M
Discretionary$238.6M
Non-Disc.$2.3M
Employees10
Clients--
DateMar 2008
Total AUM$295.3M
Discretionary$288.1M
Non-Disc.$7.2M
Employees10
Clients--
DateMar 2007
Total AUM$240.1M
Discretionary$219.5M
Non-Disc.$20.6M
Employees10
Clients--
DateJan 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateDec 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--