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Intermede Global Partners Inc

San Francisco, CASEC-registered investment adviserCRD 288616

Filed as INTERMEDE GLOBAL PARTNERS INC

Intermede Global Partners Inc is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2017, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated May 27, 2026.

9 years
registered since 2017
$2,136,093,838
assets under management
1 arrangement
Other
None
disclosure items (Item 11)

Quick answers

From the filing

How is Intermede Global Partners Inc compensated?

On its Form ADV (Item 5.E, October 2026), Intermede Global Partners Inc reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

Where is Intermede Global Partners Inc located?

Intermede Global Partners Inc's principal office is in San Francisco, CA, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F).

Is Intermede Global Partners Inc registered with the SEC or a state?

Intermede Global Partners Inc is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 288616.

How much does Intermede Global Partners Inc manage?

Intermede Global Partners Inc reports $2,136,093,838 in regulatory assets under management in its Form ADV filing dated May 27, 2026 (100% discretionary).

How have Intermede Global Partners Inc's assets and staff changed since 2021?

In the Form ADV data for Intermede Global Partners Inc: Regulatory assets under management: $3,384,751,169 in the October 2021 data and $2,136,093,838 in the October 2026 data, down 37%. Total employees: 3 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

Which custodians does Intermede Global Partners Inc use?

Intermede Global Partners Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNP Paribas, J.P. Morgan Chase Bank and Northern Trust Dublin as custodians holding 10% or more of its separately managed account assets.

Does Intermede Global Partners Inc report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/288616

What changed in Intermede Global Partners Inc's recent Form ADV filings?

In the June 2026 filing data: Regulatory assets under management went from $369,716,167 to $2,136,093,838 (+478%). Updated its list of owners and control persons (Schedule A).

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • Other

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

See the firm's brochure (dated May 27, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$2,136,093,838

$2,136,093,838 as of October 2026, filing dated May 27, 2026.

Discretionary: $2,136,093,838.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Other
Clients Fewer than 5 Assets $2,136,093,838 (100%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Other

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2017 (9 years)
Employees
Total: 4. Performing investment advisory functions: 4.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)
1 other office, as of the June 2026 filing
New York, NY
States registered or notice-filed
Not reported.

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$3.38B 2021 $3.56B 2022 $2.86B 2023 $3.22B 2024 $3.23B 2025 $2.14B 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$2,136,093,8384May 27, 2026
October 2025$3,230,719,6794March 28, 2025
October 2024$3,222,093,5584March 26, 2024
October 2023$2,861,598,8164March 23, 2023
October 2022$3,557,989,3194March 28, 2022
October 2021$3,384,751,1693September 2, 2021

Regulatory assets under management: $3,384,751,169 in the October 2021 data and $2,136,093,838 in the October 2026 data, down 37%.

Total employees: 3 in October 2021 and 4 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. June 2026
    • Regulatory assets under management went from $369,716,167 to $2,136,093,838 (+478%).
    • Updated its list of owners and control persons (Schedule A).
  2. April 2026
    • Regulatory assets under management went from $3,230,719,679 to $369,716,167 (-89%).
    • Changed its office addresses in New York, NY.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
intermede.co.uk

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Intermede Global Partners Inc (CRD 288616): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/intermede-global-partners-inc-san-francisco-ca-288616