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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on June 13, 2019
    • $1.9B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 3K
      Accounts
    • $711.0K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

11

name start date
Robin Jan Patinkin
August 2017
Rege Scott Eisaman
November 2005
James Richard Hammack
October 2018
Erik Nels Larson
April 2014
Mark Harold Bergsohn
April 2018

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Interocean Capital - Tn, LLC -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Rege S Eisaman Chief Executive Officer, Member November, 2005 25% to 50%
      Jeffrey S Camp Chief Financial Officer, Chief Operations Officer, Member November, 2005 10% to 25%
      Mark E Carr Member November, 2005 10% to 25%
      Forrest Patrick Sumlar Chief Compliance Officer December, 2015 less than 5%
      Robin Jan Patinkin Managing Director June, 2017 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees