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Private equityFirmbuyout · probableunsized

Interocean Capital, LLC

Private Equity

Chicago, IL

At Focus, we offer a personalized approach to wealth management, built around your goals, your values, and the life you're building.

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:1e123d3f-11b0-4df9-a74b-4982cd68681d

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 19, 2026, 7:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 56
Dated events: 9
On other graphs: 2
Observed: Sep 13, 2026 to Sep 17, 2026
22 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

INTEROCEAN CAPITAL, LLC

Registered adviser · shared crd

Allocatorsidentity

Interocean Capital, LLC

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 0
PE funds: 0
Regulatory AUM: $2.5B
Investments: 35
Active investments: 0
Size band: UNSIZEDderivedno Private Equity Fund GAV on a filing from 2021 or later
Stated sectors: financial_services
Latest ADV filing: Jun 30, 2020
Employees (ADV): 18
Website: interoceancapital.com

Investments

Company	State	Role	Control	Invested	Exited	Status
Financial planning	n/a	unknown	unknown	n/a	n/a	unknown
Investment Management	n/a	unknown	unknown	n/a	n/a	unknown
Retirement Planning	n/a	unknown	unknown	n/a	n/a	unknown
Tax Planning & Strategy	n/a	unknown	unknown	n/a	n/a	unknown
Estate & Trust Planning	n/a	unknown	unknown	n/a	n/a	unknown
Health & Insurance Planning	n/a	unknown	unknown	n/a	n/a	unknown
All Wealth Management Services	n/a	unknown	unknown	n/a	n/a	unknown
Our Fiduciary Commitment	n/a	unknown	unknown	n/a	n/a	unknown
Wealth Planning Process	n/a	unknown	unknown	n/a	n/a	unknown
Our Advisors & Team	n/a	unknown	unknown	n/a	n/a	unknown
Onboarding at Focus	n/a	unknown	unknown	n/a	n/a	unknown
Awards and Recognition	n/a	unknown	unknown	n/a	n/a	unknown
In the News	n/a	unknown	unknown	n/a	n/a	unknown
Business Owner Solutions	n/a	unknown	unknown	n/a	n/a	unknown
Retirement Plans for Businesses	n/a	unknown	unknown	n/a	n/a	unknown
Tax Preparation Services	n/a	unknown	unknown	n/a	n/a	unknown
Family Budget Services	n/a	unknown	unknown	n/a	n/a	unknown
Lifestyle Services	n/a	unknown	unknown	n/a	n/a	unknown
Retired & Near Retirement	n/a	unknown	unknown	n/a	n/a	unknown
Individuals & Families	n/a	unknown	unknown	n/a	n/a	unknown
Professionals & Executives	n/a	unknown	unknown	n/a	n/a	unknown
Business Owners	n/a	unknown	unknown	n/a	n/a	unknown
Institutions	n/a	unknown	unknown	n/a	n/a	unknown
Equity Compensation Planning	n/a	unknown	unknown	n/a	n/a	unknown
Divorce Planning & Dispute Resolution	n/a	unknown	unknown	n/a	n/a	unknown
Sudden Wealth	n/a	unknown	unknown	n/a	n/a	unknown
Special Needs Planning	n/a	unknown	unknown	n/a	n/a	unknown
Family and Health Transitions	n/a	unknown	unknown	n/a	n/a	unknown
Tax Planning	n/a	unknown	unknown	n/a	n/a	unknown
Investing	n/a	unknown	unknown	n/a	n/a	unknown

Relationships

Employs (20)

→ John AdamczykPersonSenior Wealth Advisor
factThe subject's own site
→ Roger AlbrechtPersonSenior Wealth Advisor
factThe subject's own site
→ Garrett AlabadoPersonRegional Vice President
factThe subject's own site
→ Jonathan AhaltPersonSenior Wealth Advisor
factThe subject's own site
→ Robert AdornoPersonAssociate Wealth Advisor
factThe subject's own site
→ Natalie AdamskiPersonManager, Client Service
factThe subject's own site
→ Kelli AdamsPersonSenior Wealth Advisor
factThe subject's own site
→ Will AaronPersonAssociate Wealth Advisor
factThe subject's own site
→ Jonathan AbnerPersonSenior Wealth Advisor
factThe subject's own site
→ Will AbramPersonSenior Wealth Advisor
factThe subject's own site
→ Janet AcheatelPersonSenior Wealth Advisor
factThe subject's own site
→ Debbie AckelsonPersonClient Service Specialist
factThe subject's own site
→ Kathryn AdairPersonClient Service Specialist
factThe subject's own site
→ Robin Jan PatinkinPersonManaging Director
Jun 1, 2017 to presentfactForm ADV
→ Forrest Patrick SumlarPersonChief Compliance Officer
Dec 1, 2015 to presentfactForm ADV
→ Mark E CarrPersonMember
Nov 1, 2005 to presentfactForm ADV
→ Rege S EisamanPersonChief Executive Officer, Member
Nov 1, 2005 to presentfactForm ADV
→ Jeffrey S CampPersonChief Financial Officer, Chief Operations Officer, Member
Nov 1, 2005 to presentfactForm ADV
→ Barbara Jean KellyPersonMember
Nov 1, 2005 to Feb 3, 2017inferenceForm ADV
→ Michael Charles VogelPersonMember
Apr 1, 2014 to Oct 10, 2016inferenceForm ADV

Invested in (35)

→ Business OwnersCompanyunknown
factThe subject's own site
→ Family and Health TransitionsCompanyunknown
factThe subject's own site
→ Tax PlanningCompanyunknown
factThe subject's own site
→ InvestingCompanyunknown
factThe subject's own site
→ Life TransitionsCompanyunknown
factThe subject's own site
→ All InsightsCompanyunknown
factThe subject's own site
→ Dental and Medical PlanningCompanyunknown
factThe subject's own site
→ Sports & Entertainment ProfessionalsCompanyunknown
factThe subject's own site
→ All Specialized Communities & ExpertiseCompanyunknown
factThe subject's own site
→ Financial planningCompanyunknown
factThe subject's own site
→ Investment ManagementCompanyunknown
factThe subject's own site
→ Retirement PlanningCompanyunknown
factThe subject's own site
→ Tax Planning & StrategyCompanyunknown
factThe subject's own site
→ Estate & Trust PlanningCompanyunknown
factThe subject's own site
→ Health & Insurance PlanningCompanyunknown
factThe subject's own site
→ All Wealth Management ServicesCompanyunknown
factThe subject's own site
→ Our Fiduciary CommitmentCompanyunknown
factThe subject's own site
→ Wealth Planning ProcessCompanyunknown
factThe subject's own site
→ Our Advisors & TeamCompanyunknown
factThe subject's own site
→ Onboarding at FocusCompanyunknown
factThe subject's own site
→ Awards and RecognitionCompanyunknown
factThe subject's own site
→ In the NewsCompanyunknown
factThe subject's own site
→ Business Owner SolutionsCompanyunknown
factThe subject's own site
→ Retirement Plans for BusinessesCompanyunknown
factThe subject's own site
→ Tax Preparation ServicesCompanyunknown
factThe subject's own site
→ Family Budget ServicesCompanyunknown
factThe subject's own site
→ Lifestyle ServicesCompanyunknown
factThe subject's own site
→ Retired & Near RetirementCompanyunknown
factThe subject's own site
→ Individuals & FamiliesCompanyunknown
factThe subject's own site
→ Professionals & ExecutivesCompanyunknown
factThe subject's own site
and 5 more

Manages (1)

→ FEG Private Opportunities Fund, LLCFundPrivate Equity Fund
Mar 28, 2013 to presentfactForm ADV

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Sep 14, 2026
Firm news
Focus Named to Kansas City Business Journal’s Investment Advisers List
The subject's own siteobserved yesterday
Occurred
Jun 1, 2017
Person joined
Robin Jan Patinkin joined Schedule A of Interocean Capital, LLC as Managing Director
Form ADVobserved 5 days ago
Occurred
Feb 3, 2017
Person left
Barbara Jean Kelly (Member) no longer on Schedule A of Interocean Capital, LLC
Form ADVobserved 5 days ago
Occurred
Oct 10, 2016
Person left
Michael Charles Vogel (Member) no longer on Schedule A of Interocean Capital, LLC
Form ADVobserved 5 days ago
Occurred
Dec 1, 2015
Person joined
Forrest Patrick Sumlar joined Schedule A of Interocean Capital, LLC as Chief Compliance Officer
Form ADVobserved 5 days ago
Occurred
Apr 1, 2014
Person joined
Michael Charles Vogel joined Schedule A of Interocean Capital, LLC as Member
Form ADVobserved 5 days ago
Occurred
Mar 30, 2012
Adviser first adv filing
Interocean Capital, LLC first filed Form ADV in the extract (IA)
Form ADVobserved 5 days ago

Show 2 bookkeeping events

Occurred
Sep 1, 2026
Adviser CRD 136887 is not on the SEC registered or exempt adviser roster of 2026-09-01
Occurred
Mar 28, 2013
FEG Private Opportunities Fund, LLC first reported on Form ADV by Interocean Capital, LLC (Private Equity Fund), GAV $122,250,000

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV) · as of 2026-09-13

John Adamczyk
Senior Wealth Advisor · Revealable: 1 professional profile (firm website)
Roger Albrecht
Senior Wealth Advisor · Revealable: 1 professional profile (firm website)
Garrett Alabado
Regional Vice President · Revealable: 1 professional profile (firm website)
Jonathan Ahalt
Senior Wealth Advisor · Revealable: 1 professional profile (firm website)
Robert Adorno
Associate Wealth Advisor · Revealable: 1 professional profile (firm website)
Natalie Adamski
Manager, Client Service · Revealable: 1 professional profile (firm website)
Kelli Adams
Senior Wealth Advisor · Revealable: 1 professional profile (firm website)
Will Aaron
Associate Wealth Advisor · Revealable: 1 professional profile (firm website)
Jonathan Abner
Senior Wealth Advisor · Revealable: 1 professional profile (firm website)
Will Abram
Senior Wealth Advisor · Revealable: 1 professional profile (firm website)
Janet Acheatel
Senior Wealth Advisor · Revealable: 1 professional profile (firm website)
Debbie Ackelson
Client Service Specialist · Revealable: 1 professional profile (firm website)
Kathryn Adair
Client Service Specialist · Revealable: 1 professional profile (firm website)

Also named here, with no published line of their own (reach them through the firm): Robin Jan Patinkin (Managing Director), Forrest Patrick Sumlar (Chief Compliance Officer), Mark E Carr (Member), Rege S Eisaman (Chief Executive Officer, Member), Jeffrey S Camp (Chief Financial Officer, Chief Operations Officer, Member).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:1e123d3f-11b0-4df9-a74b-4982cd68681d
First observed: Sep 13, 2026
Last observed: Sep 17, 2026 41 h ago
Source families: Federal regulator filings, Firm and issuer disclosures
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Interocean Capital, LLC

Private Equity

Chicago, IL

At Focus, we offer a personalized approach to wealth management, built around your goals, your values, and the life you're building.

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:1e123d3f-11b0-4df9-a74b-4982cd68681d

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 19, 2026, 7:27 AM UTC and rebuilt at most every 15 minutes.