INTERMARKET CORPORATION

RIASEC RegisteredEst. 2012
Total AUM
$432M
Discretionary
$432M
100% of AUM
Avg account
$144M
Accounts
3
Employees
8
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
161833
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Intermarket Corporation operates as a hedge-fund–style advisory firm focused on managing pooled investment vehicles for institutional clients. The firm emphasizes active portfolio management with a fee model that combines a percentage of assets under management and performance-based compensation, indicating an incentive-aligned structure for managers and investors. Intermarket is structured as a corporation, was SEC-registered in 2012, and is owned by an individual owner. It does not market itself as an ESG investor and is not set up as a multi-state adviser. Portfolio activity centers on collective investment vehicles rather than one-off advisory mandates, and the firm's classification and fund mix show a bias toward strategies that can use leverage, credit exposure and relative-value approaches typical of hedge funds. Intermarket is not positioned as a capital allocator to third-party managers in the sense of a fund-of-funds platform, but it does make direct allocations into a range of alternative credit and private-market instruments alongside its hedge fund strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • DAVID FORER

    Co-Chief Executive Officer and Senior Managing DirectorCRD 6029947

  • SHELDON RUBIN

    Chief Financial OfficerCRD 4331987

  • THOMAS BORGER

    Managing Director, Co-Chief Executive OfficerCRD 6029949

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
888 7th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth