INTEROCEAN CAPITAL Overview
Interocean Capital Llc is an investment advisor that manages 1.2 BN dollars in regulatory AUM and has 15 employees, of which 6 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/11 to 09/30/18. The fund's latest filing disclosed 956MM in positions, representing 78% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/11 to 09/30/18. The fund's latest filing disclosed 956MM in positions, representing 78% of the manager's regulatory AUM.
INTEROCEAN CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
INTEROCEAN CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SPY | 8.04% | ETF | -9.65% | 0% | 0 | 21% | ||
| AAPL | 4.45% | Tech | -25.6% | -0.47% | 0 | 42% | ||
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FEATURED IN
INTEROCEAN CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Jeffrey S. Camp | Chief Financial Officer, Chief Operations Officer, Member | November-2005 |
| Rege S. Eisaman | Chief Executive Officer, Member | November-2005 |
| Mark E. Carr | Member | November-2005 |
| Barbara J. Kelly | Chief Compliance Officer, Member | November-2005 |
| Michael C. Vogel | Member | April-2014 |
INTEROCEAN CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
INTEROCEAN CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Investing in securities involves risk of loss that clients should be prepared to bear.
A. Methods of Analysis. Adviser employs a wide range of information in formulating investment advice and managing assets. Information sources include, but are not limited to, the following: (i) financial newspapers and magazines, (ii) research prepared by other organizations, (iii) annual reports, prospectuses, and other SEC filings, and (iv) company press releases, presentations, and other corporate communications. Adviser also purchases and reviews information from recognized financial services information aggregators. Adviser created and currently utilizes screening programs populated with
the data purchased from the recognized information aggregators. Finally, Adviser may utilize its own proprietary valuation models for securities analysis. In general, Adviser employs fundamental analysis of the US eco...
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Investing in securities involves risk of loss that clients should be prepared to bear.
A. Methods of Analysis. Adviser employs a wide range of information in formulating investment advice and managing assets. Information sources include, but are not limited to, the following: (i) financial newspapers and magazines, (ii) research prepared by other organizations, (iii) annual reports, prospectuses, and other SEC filings, and (iv) company press releases, presentations, and other corporate communications. Adviser also purchases and reviews information from recognized financial services information aggregators. Adviser created and currently utilizes screening programs populated with
the data purchased from the recognized information aggregators. Finally, Adviser may utilize its own proprietary valuation models for securities analysis. In general, Adviser employs fundamental analysis of the US eco...
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INTEROCEAN CAPITAL Portfolio Concentration
INTEROCEAN CAPITAL Location
980 N. MICHIGAN AVENUE
SUITE 1780
CHICAGO, Illinois
UNITED STATES, 60611
SUITE 1780
CHICAGO, Illinois
UNITED STATES, 60611
INTEROCEAN CAPITAL Contact Information
Phone Number: 312-648-1720
Fax Number: 312-269-3060
Website: http://www.interoceancapital.com
Fax Number: 312-269-3060
Website: http://www.interoceancapital.com
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