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Paul Robert Davis

Marble Harbor Investment Counsel, LLC

Boston, MA

CRD 5069626

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Employer firm

Marble Harbor Investment Counsel, LLC CRD 138538

$1.32B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

From the firm’s Form ADV. Read the guides:

Current Employers
Marble Harbor Investment Counsel, Llc

101 Federal Street Suite 2920, Boston, MA 02110 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2006-01-13
TX RA APPROVED 2006-01-09
  • MA RA
    APPROVED
    Since 2006-01-13
  • TX RA
    APPROVED
    Since 2006-01-09

Branch Locations

101 Federal Street Suite 2920, Boston, MA 02110 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Marble Harbor Investment Counsel, Llc Boston MA 12/2005 Present
Designations
  • Chartered Financial Analyst
  • Chartered Investment Counselor

View on SEC IAPD

Nearby Firms

COHERE CAPITAL
BAYPINE HOLDINGS LP
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Nearby Investors

JOHN KENNEDY
JOSHUA WEBSTER JONES
STEPHEN ELLSWORTH JOHNSON

Nearby Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA

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