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INTEROCEAN CAPITAL
NASHVILLE, TN
312-648-1720
SEC #801-119431Total AUM
$5.8B
Employees
40Clients
2,461Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
150 4TH AVENUE NORTH
SUITE 1410
NASHVILLE
TN 37219
United States
SUITE 1410
NASHVILLE
TN 37219
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
312-648-1720
Other Offices
3
Financials
Total AUM
$5.8B
Accounts
8,042Discretionary
$5.2B
Accounts
7,652Non-Discretionary
$630.8M
Accounts
390
Clients
Individual Clients
337AUM
$93.6M
HNW Individual Clients
2,030AUM
$5.2B
Pension/Profit Sharing Plan Clients
54AUM
$106.3M
Charitable Organization Clients
26AUM
$298.6M
Government Entity Clients
1AUM
$48M
Corporation or Business Clients
13AUM
$32M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
INSURANCE
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REVENUE SHARING WITH OUR AFFILIATES, FRS (SEE SCHEDULE D)
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.