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Building 2INTEROCEAN CAPITAL - TN, LLC

Map pinCHICAGO, IL
Phone312-648-1720
NotebookSEC #801-70710
Total AUM
$116.2M
Employees
0
Clients
36

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
980 N. MICHIGAN AVENUE
SUITE 1780
CHICAGO
IL 60611
United States
Operating Hours
8AM - 6PM
Monday - Friday
Phone
312-648-1720

ReceiptFinancials

Total AUM
$116.2M
Accounts
81
Discretionary
$97.6M
Accounts
60
Non-Discretionary
$18.6M
Accounts
21

ContactClients

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Individual Clients
1
AUM
$0
HNW Individual Clients
23
AUM
$65.4M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
5
AUM
$50.5M
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$300K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILTN

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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