INTERMEDE GLOBAL PARTNERS INC

RIASEC RegisteredEst. 2017
Total AUM
$2.1B
Discretionary
$2.1B
100% of AUM
Avg account
$2.1B
Accounts
1
Employees
4
Advisory reps
3

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
288616
Registered since
June 22, 2017
Custodians
J.P. MORGAN SECURITIES INC., BNP PARIBAS SECURITIES CORP., NORTHERN TRUST DUBLIN
Fee structure
Other
Client types
  • Other100%

Firm profile

FINTRX

Overview

Intermede Global Partners Inc. is a corporate SEC-registered adviser that began registration in 2017. Ownership is listed as a mix of a foreign entity and an individual. The firm is classified as unclassified in the snapshot data and is not identified as a capital allocator. It reports a nonstandard fee structure ("Other") and is not flagged as an active ESG investor, a multi-state adviser, or a pension consultant. Industry affiliations indicate the firm acts beyond a purely advisory role—serving as an investment adviser and sponsor and functioning as a general partner/managing member of pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

1 of 1
  • RUPERT MAHON

    Chief Operating OfficerCRD 5631794

Contacts

2 of 2
  • DAVID MACGREGOR

    Non-Executive DirectorCRD 6150795

  • JAMES KIM

    Portfolio ManagerCRD 6801977

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

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
650 California St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth