Investment adviser · CRD 138538

MARBLE HARBOR INVESTMENT COUNSEL, LLC

Investment adviser filing (IA)

BOSTON, MA, United States · Form ADV filed Mar 25, 2026

Regulatory AUM: $1.32B
Client accounts: 543
Employees: 10
Advisory professionals: 6

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	143	$1,256,160,763	95.2%
Individuals	54	$26,076,943	2.0%
Corporations & businesses	Fewer than 5	$22,273,632	1.7%
Charities	10	$12,312,147	0.9%
Pooled investment vehicles	2	$3,356,215	0.3%

Filing source

Form ADV 2080960 · Mar 25, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

5 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

MHIC FORT SEWALL PARTNERS, LLCPrivate Equity Fund · Last reported Mar 25, 2026$1.95MGross asset value

Custodian INSPIRA FINANCIAL OAK BROOK, Illinois, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

Fund details & source

Fund ID: 805-8663795473
Reported beneficial owners: 52
Minimum commitment: $10K
Form D file number: 021-120851

Form ADV 2080960 · Mar 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MHIC DEVEREUX PARTNERS, LLCPrivate Equity Fund · Last reported Mar 25, 2026$1.4MGross asset value

Form D fundraising filings

MHIC Devereux Partners, LLC

Custodian INSPIRA FINANCIAL OAK BROOK, Illinois, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

Fund details & source

Fund ID: 805-3233965030
Reported beneficial owners: 52
Minimum commitment: $10K
Form D file number: 021-148293

Form ADV 2080960 · Mar 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MHIC SURRIAGE PARTNERS, LLCPrivate Equity Fund · Last reported Feb 9, 2016$75.3KGross asset value

Form D fundraising filings

MHIC Surriage Partners, LLC

Custodian MILLENNIUM TRUST COMPANY OAK BROOK, Illinois, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

Fund details & source

Fund ID: 805-8560074748
Reported beneficial owners: 45
Minimum commitment: $10K
Form D file number: 021-184024

Form ADV 977523 · Feb 9, 2016 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MHIC GLOVER PARTNERS, LLCPrivate Equity Fund · Last reported May 4, 2022$6.52KGross asset value

Form D fundraising filings

MHIC GLOVER PARTNERS LLC

Custodian MILLENNIUM TRUST COMPANY OAK BROOK, Illinois, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

Fund details & source

Fund ID: 805-6216576017
Reported beneficial owners: 8
Minimum commitment: $100K
Form D file number: 021-112938

Form ADV 1649704 · May 4, 2022 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MHIC VENTURES I, LLCPrivate Equity Fund · Last reported Mar 27, 2025$0Gross asset value

Custodian INSPIRA FINANCIAL OAK BROOK, Illinois, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

Fund details & source

Fund ID: 805-1605622962
Reported beneficial owners: 39
Minimum commitment: $10K
Form D file number: 021-100861

Form ADV 1968959 · Mar 27, 2025 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 25, 2026. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

101 FEDERAL STREET, SUITE 2920
BOSTON, MA, 02110, United States

CRD 138538

Filing source

Form ADV 2080960 · Mar 25, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.