INTERMEDE INVESTMENT PARTNERS LIMITED

RIASEC RegisteredEst. 2017

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 organized as a hedge fund-style advisory business serving institutional clients. The firm is SEC-registered (since 2017) and structured as a foreign-entity/individual ownership mix. Its advisory services include portfolio management for individuals and small businesses, pooled investment vehicles, and businesses or institutions; it also functions in roles tied to pooled vehicles (other adviser/sponsor, GP, managing member). Fee arrangements combine a percentage-of-assets model with performance-based fees. Intermede does not characterize itself as an active ESG investor and does not operate as a multi-state adviser.