INTEROCEAN CAPITAL GROUP, LLC
Legal name: INTEROCEAN CAPITAL
CRD #310369 SEC #801-119431 NASHVILLE, TN 312-648-1720
SEC Registered
Total AUM
$5.8B
Discretionary
$5.2B
Employees
40
Clients
251
Accounts
8,042
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2024 | $5.8B | $5.2B | $630.8M | 40 | 1 |
| Sep 2023 | $5.3B | $4.8B | $556.9M | 33 | 0 |
| Jul 2023 | $4.5B | $3.9B | $563.1M | 33 | 0 |
| Apr 2023 | $4.5B | $3.9B | $563.1M | 33 | 0 |
| Mar 2023 | $4.5B | $3.9B | $563.1M | 33 | 0 |
| Aug 2022 | $4.3B | $3.8B | $474.4M | 30 | 0 |
| Jun 2022 | $4.3B | $3.8B | $474.4M | 30 | 0 |
| Mar 2022 | $3.6B | $3.1B | $536M | 20 | 0 |
| Oct 2021 | $2.9B | $2.4B | $472.7M | 17 | 0 |
| Sep 2021 | $2.9B | $2.4B | $472.7M | 17 | 0 |
| Jun 2021 | $2.9B | $2.4B | $472.7M | 17 | 0 |
| Jun 2021 | $2.9B | $2.4B | $472.7M | 17 | 0 |
| Mar 2021 | $2.9B | $2.4B | $472.7M | 17 | 0 |
| Mar 2021 | $2.7B | $2.2B | $445.1M | 18 | 0 |
| Dec 2020 | $2.7B | $2.2B | $445.1M | 18 | 0 |
| Dec 2020 | $2.7B | $2.2B | $445.1M | 18 | 0 |
| Oct 2020 | $2.7B | $2.2B | $445.1M | 18 | 0 |
| Oct 2020 | $2.7B | $2.2B | $445.1M | 18 | 0 |
| Aug 2020 | $0 | $0 | $0 | 18 | 0 |
| Aug 2020 | $0 | $0 | $0 | 18 | 0 |
DateApr 2024
Total AUM$5.8B
Discretionary$5.2B
Non-Disc.$630.8M
Employees40
Clients1
DateSep 2023
Total AUM$5.3B
Discretionary$4.8B
Non-Disc.$556.9M
Employees33
Clients0
DateJul 2023
Total AUM$4.5B
Discretionary$3.9B
Non-Disc.$563.1M
Employees33
Clients0
DateApr 2023
Total AUM$4.5B
Discretionary$3.9B
Non-Disc.$563.1M
Employees33
Clients0
DateMar 2023
Total AUM$4.5B
Discretionary$3.9B
Non-Disc.$563.1M
Employees33
Clients0
DateAug 2022
Total AUM$4.3B
Discretionary$3.8B
Non-Disc.$474.4M
Employees30
Clients0
DateJun 2022
Total AUM$4.3B
Discretionary$3.8B
Non-Disc.$474.4M
Employees30
Clients0
DateMar 2022
Total AUM$3.6B
Discretionary$3.1B
Non-Disc.$536M
Employees20
Clients0
DateOct 2021
Total AUM$2.9B
Discretionary$2.4B
Non-Disc.$472.7M
Employees17
Clients0
DateSep 2021
Total AUM$2.9B
Discretionary$2.4B
Non-Disc.$472.7M
Employees17
Clients0
DateJun 2021
Total AUM$2.9B
Discretionary$2.4B
Non-Disc.$472.7M
Employees17
Clients0
DateJun 2021
Total AUM$2.9B
Discretionary$2.4B
Non-Disc.$472.7M
Employees17
Clients0
DateMar 2021
Total AUM$2.9B
Discretionary$2.4B
Non-Disc.$472.7M
Employees17
Clients0
DateMar 2021
Total AUM$2.7B
Discretionary$2.2B
Non-Disc.$445.1M
Employees18
Clients0
DateDec 2020
Total AUM$2.7B
Discretionary$2.2B
Non-Disc.$445.1M
Employees18
Clients0
DateDec 2020
Total AUM$2.7B
Discretionary$2.2B
Non-Disc.$445.1M
Employees18
Clients0
DateOct 2020
Total AUM$2.7B
Discretionary$2.2B
Non-Disc.$445.1M
Employees18
Clients0
DateOct 2020
Total AUM$2.7B
Discretionary$2.2B
Non-Disc.$445.1M
Employees18
Clients0
DateAug 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees18
Clients0
DateAug 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees18
Clients0