Intermede Investment Partners Limited

RIASEC Registered

Total AUM

$4B

Discretionary

$4B

100% of AUM

Avg account

$235M

Accounts

Employees

Advisory reps

Firm details

Headquarters: London,
CRD number: 175312
Registered since: July 5, 2017
Website: www.intermede.co.uk
Custodians: BNP PARIBAS SECURITIES CORP., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pension & Profit Sharing Plans73.49%
State / Municipal Government13.49%
Pooled Investment Vehicles12.1%
Insurance Companies0.92%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Intermede Investment Partners Limited is structured as a hedge-fund-style adviser that primarily serves institutional clients. The firm registered with the SEC in 2017 and is owned by a combination of a foreign entity and an individual. Its advisory mandate covers discretionary portfolio management across individuals/small businesses, pooled investment vehicles and institutional/business clients. Compensation combines an asset-based fee with performance-based fees, reflecting the firm’s hedge-fund orientation. Intermede does not identify as an active ESG investor and is not registered as a multi-state adviser or pension consultant.