# 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.

- CRD: 288616
- Filed as: INTERMEDE GLOBAL PARTNERS INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: May 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/288616
- AdvisorCensus page: https://advisorcensus.com/firm/intermede-global-partners-inc-san-francisco-ca-288616

## Quick answers

**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

### Compensation (Item 5.E)
- Other

### Custodians (Schedule D, Section 5.K(3))
- BNP Paribas
- J.P. Morgan Chase Bank
- Northern Trust Dublin

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.

### Regulatory assets under management (Item 5.F)
- Total: $2,136,093,838
- Discretionary: $2,136,093,838
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Other | Fewer than 5 | $2,136,093,838 |

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2017 (9 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- intermede.co.uk
- LinkedIn @INTERMEDE-INVESTMENT-PARTNERS-LIMITED

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $3,384,751,169 | 3 | September 2, 2021 |
| October 2022 | $3,557,989,319 | 4 | March 28, 2022 |
| October 2023 | $2,861,598,816 | 4 | March 23, 2023 |
| October 2024 | $3,222,093,558 | 4 | March 26, 2024 |
| October 2025 | $3,230,719,679 | 4 | March 28, 2025 |
| October 2026 | $2,136,093,838 | 4 | May 27, 2026 |

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.

## Changes in the filing (last 12 months)

### 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).

### 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Intermede Global Partners Inc (CRD 288616): Form ADV filing data as of October 2026.