{ "crd_number": 288616, "slug": "intermede-global-partners-inc-san-francisco-ca-288616", "primary_business_name": "INTERMEDE GLOBAL PARTNERS INC", "legal_name": "INTERMEDE GLOBAL PARTNERS INC", "dbas": [], "city": "San Francisco", "state": "CA", "country": "United States", "cbsa_code": "41860", "metro": { "cbsa_code": "41860", "common_name": "San Francisco", "msa_name": "San Francisco-Oakland-Fremont, CA", "path": "/advisors/ca/san-francisco" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2017-06-22", "years_registered": 9, "period": "2026-10-01", "filing_date": "2026-05-27", "carried_forward": false, "raum_total": 2136093838.0, "raum_discretionary": 2136093838.0, "raum_non_discretionary": 0.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 4, "advisory_employees": 4, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "other": { "raum": 2136093838.0, "count": null, "description": "RELATED FOREIGN INVESTMENT ADVISER", "fewer_than_5": true } }, "compensation_types": [ "other" ], "advisory_activities": [ "other" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [], "websites": [ "https://intermede.co.uk", "https://linkedin.com/COMPANY/INTERMEDE-INVESTMENT-PARTNERS-LIMITED" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/288616", "city_as_filed": "SAN FRANCISCO", "url": "https://advisorcensus.com/firm/intermede-global-partners-inc-san-francisco-ca-288616", "display_name": "Intermede Global Partners Inc", "summary": "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.", "citation": "AdvisorCensus. Intermede Global Partners Inc (CRD 288616): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "Other" ], "advisory_activity_labels": [ "Other" ], "quick_answers": [ { "q": "How is Intermede Global Partners Inc compensated?", "a": "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." }, { "q": "Where is Intermede Global Partners Inc located?", "a": "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)." }, { "q": "Is Intermede Global Partners Inc registered with the SEC or a state?", "a": "Intermede Global Partners Inc is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 288616." }, { "q": "How much does Intermede Global Partners Inc manage?", "a": "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)." }, { "q": "How have Intermede Global Partners Inc's assets and staff changed since 2021?", "a": "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." }, { "q": "Which custodians does Intermede Global Partners Inc use?", "a": "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." }, { "q": "Does Intermede Global Partners Inc report any disciplinary disclosures?", "a": "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" }, { "q": "What changed in Intermede Global Partners Inc's recent Form ADV filings?", "a": "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)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 3384751169.0, "total_employees": 3, "filing_date": "2021-09-02" }, { "period": "2022-10-01", "regulatory_assets_under_management": 3557989319.0, "total_employees": 4, "filing_date": "2022-03-28" }, { "period": "2023-10-01", "regulatory_assets_under_management": 2861598816.0, "total_employees": 4, "filing_date": "2023-03-23" }, { "period": "2024-10-01", "regulatory_assets_under_management": 3222093558.0, "total_employees": 4, "filing_date": "2024-03-26" }, { "period": "2025-10-01", "regulatory_assets_under_management": 3230719679.0, "total_employees": 4, "filing_date": "2025-03-28" }, { "period": "2026-10-01", "regulatory_assets_under_management": 2136093838.0, "total_employees": 4, "filing_date": "2026-05-27" } ], "recent_changes": [ { "period": "2026-06-01", "period_label": "June 2026", "notes": [ "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)." ] }, { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $3,230,719,679 to $369,716,167 (-89%).", "Changed its office addresses in New York, NY." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "BNP Paribas", "name_as_filed": "BNP PARIBAS", "affiliated": false }, { "name": "J.P. Morgan Chase Bank", "name_as_filed": "J.P. MORGAN CHASE BANK", "affiliated": false }, { "name": "Northern Trust Dublin", "name_as_filed": "NORTHERN TRUST DUBLIN", "affiliated": false } ], "custodians_note": "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.", "markdown_url": "https://advisorcensus.com/firm/intermede-global-partners-inc-san-francisco-ca-288616.md", "clients": [ { "type": "other", "label": "Other", "count": null, "fewer_than_5": true, "raum": 2136093838.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/288616", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }