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INTEROCEAN CAPITAL, LLC
CHICAGO, IL
312-648-1720
SEC #801-64666Total AUM
$2.5B
Employees
18Clients
962Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
980 N. MICHIGAN AVENUE
SUITE 1780
CHICAGO
IL 60611
United States
SUITE 1780
CHICAGO
IL 60611
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
312-648-1720
Financials
Total AUM
$2.5B
Accounts
3,106Discretionary
$2B
Accounts
2,714Non-Discretionary
$489.8M
Accounts
392
Clients
Individual Clients
10AUM
$1.2M
HNW Individual Clients
924AUM
$2.3B
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
1AUM
$0
Charitable Organization Clients
21AUM
$143.9M
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$4.5M
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
1AUM
$6.6M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ALARAZCACOCTDCFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSNCNDNHNJNVNYOHOKORPASCSDTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.