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 a hedge fund–classified investment adviser that registered with the SEC in 2017. The firm serves primarily institutional clients and provides discretionary portfolio management across pooled vehicles, businesses and institutions, and accounts for individuals or small businesses. Its compensation includes both asset-based fees and performance-based fees. Intermede does not identify as an active ESG investor and is not listed as a multi-state adviser in the snapshot data. The firm also functions in sponsor and general-partner roles for pooled investment vehicles.