InterOcean Capital is an investment advisor in Nashville with $4.27 bn assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
852210783
SEC advisor number
801-119431
FINRA CRD number
310369
AUM ?
$4.27 bn
(as of 10 Aug 22)
Accounts
5,050
(as of 10 Aug 22)
Employees
30
(23 investment advisory or research)
Office hours
Monday - Friday, 8:00 AM TO 5:00 PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Camp, Jeffrey, Scott | CFO, COO | 08/2020 | < 5% |
Eisaman, Rege, Scott | CEO | 08/2020 | < 5% |
Carr, Mark, E | President | 08/2020 | < 5% |
Sumlar, Forrest, Patrick | CCO | 08/2020 | < 5% |
Patinkin, Robin, Jan | Managing Director | 08/2020 | < 5% |
Focus Operating, LLC | Member (Manager) | 08/2020 | > 75% |
Focus Financial Partners, LLC | Member | 01/2007 | > 75% |
Focus Financial Partners Inc. | Member | 07/2018 | > 75% |
Carlin, Michael, Joshua | President | 06/2022 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
8 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
11 May 22
13F-HR
Quarterly holdings report by institutional manager
8 Feb 22
13F-HR
Quarterly holdings report by institutional manager
8 Nov 21