InterOcean Capital Group LLC
- Assets, Funds, Holdings
| Message |
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Happy Holidays!! thanks for using AUM13F!!
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| InterOcean Capital Group LLC
|
| CRD # | 310369 |
| SEC # | 801-119431 |
| CIK # | 0001841616, 0001537703 |
| AUM |
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| Employees |
33 (70% Investors, 0% Brokers)
|
| Phone | 312-648-1720 |
| Address | 150 4th Avenue North
Nashville, TN 37219 |
| Source |
[IAPD]
[EDGAR]
[Website] [Twitter]
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Total AUM ($B)
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| Holdings by Sector ($B) |
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| AUM Breakdown |
Accounts |
AUM ($B) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
223
|
0.1 |
| (b) Individuals (high net worth individuals) |
1,923
|
5.0 |
| (c) Banking or thrift institutions |
0
|
0.0 |
| (d) Investment companies |
0
|
0.0 |
| (e) Business development companies |
0 |
0.0 |
| (f) Pooled investment vehicles |
0 |
0.0 |
| (g) Pension and profit sharing plans |
30 |
0.1 |
| (h) Charitable organizations |
20 |
0.2 |
| (i) State or municipal government entities |
0 |
0.0 |
| (j) Other investment advisers |
0 |
0.0 |
| (k) Insurance companies |
0 |
0.0 |
| (l) Sovereign wealth funds and foreign official institutions |
0 |
0.0 |
| (m) Corporations or other businesses not listed above |
13 |
0.1 |
| (n) Other |
0 |
0.0 |
| Total |
7,253 |
5.3 |
| By Discretionary |
| Discretionary |
6,889 |
4.8 |
| Non-Discretionary |
364 |
0.6 |
| Total |
7,253 |
5.3 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
5.3 |
| Total |
7,253 |
5.3 |
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