RIA Intel›Advisers›Tennessee›INTEROCEAN CAPITAL GROUP, LLC

INTEROCEAN CAPITAL GROUP, LLC

Advisory

N·NASHVILLE, TN

Data as of Apr 1, 2024 · Source: SEC Form ADV

Total AUM

$5.8B

1-Year AUM Growth

+30.2%

3-Year CAGR

+26.0%

Employees

30

Assets Under Management

Total AUM$5.8B

Discretionary AUM$5.2B

Non-Discretionary AUM$631M

Discretionary %89.2%

Total Clients—

Team

Total Employees30

Investment Advisers40

Employee Growth (1Y)+30.4%

Filing History

Total Filings on Record20

First FilingAug 11, 2020

Latest FilingApr 1, 2024

🔒 Full AUM trend chart and 20 historical filings spanning 4+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on INTEROCEAN CAPITAL GROUP, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.