Intermede Investment Partners Limited
- Regulatory AUM
- $4.0B
- Discretionary
- $4.0B
- Clients
- 15
- Avg AUM / client
- $266M
- Accounts
- 17
- Employees
- 17
AUM over time
Annual snapshots from Form ADV filings · as of Jul 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 7 | $483M | 12.1% |
| Pension and profit sharing plans | 8 | $2.9B | 73.5% |
| State or municipal government entities | Fewer than 5 clients | $539M | 13.5% |
| Insurance companies | Fewer than 5 clients | $36.7M | 0.92% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $32.5M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Intermede Global Equity Series | Hedge Fund | Delaware | $16.4M | 2 |
| Intermede International Equity Series | Hedge Fund | Delaware | $16.1M | 7 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dargan, Barry, Patrick | Chief Executive Officer | Mar 2014 (12y) | 75% or more of Intermede Securities (Guernsey) Limited (indirect) | |
| Mahon, Rupert, Thomas George | Chief Compliance Officer And Chief Operating Officer | Dec 2015 (11y) | Less than 5% | |
| Macgregor, David, Ian | Non Executive Director | Jun 2016 (10y) | Less than 5% | |
| Kim, James, Hyunmin | Director | Feb 2017 (10y) | Less than 5% | |
| Pedersen, Thomas, John Campbell | Non Executive Director | Nov 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Intermede Holdings Limited | Parent Company | Dec 2016 | A | 75% or more |
| Mlc Wealth Limited | Shareholder | Nov 2008 | B | ≈ 14.06% – 50% via Mlc Asset Management Holdings Limited |
| Insignia Financial Limited | Shareholder | May 2021 | B | ≈ 10.55% – 50% via Mlc Wealth Limited |
| Intermede Securities (Guernsey) Limited | Shareholder | Apr 2014 | B | 50% – 75% of Sca Global Advisers Limited (indirect) |
| Sca Global Advisors Limited | Shareholder | Dec 2016 | B | ≈ 37.5% – 75% via Intermede Holdings Limited |
| Mlc Asset Management Holdings Limited | Shareholder | Dec 2016 | B | ≈ 18.75% – 50% via Intermede Holdings Limited |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Mlc Wealth Limited: 75% – 100% of Mlc Asset Management Holdings Limited × 25% – 50% of Intermede Holdings Limited × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Insignia Financial Limited: 75% – 100% of Mlc Wealth Limited × 75% – 100% of Mlc Asset Management Holdings Limited × 25% – 50% of Intermede Holdings Limited × 75% – 100% direct ≈ 10.55% – 50% of the firm
- Sca Global Advisors Limited: 50% – 75% of Intermede Holdings Limited × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Mlc Asset Management Holdings Limited: 25% – 50% of Intermede Holdings Limited × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $32.5M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Intermede Global Equity Series | Hedge Fund | $16.4M | $1.0M | 2 |
| Intermede International Equity Series | Hedge Fund | $16.1M | $1.0M | 7 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/27/2026 | 1.56 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Bnp Paribas $1.1B (28% of AUM) May 2026
- Northern Trust $1.1B (27% of AUM) May 2026
- Royal Bank Of Canada $962M (13% of AUM) Sep 2021
- National Australia Bank Asset Servicing Limited $958M (17% of AUM) Mar 2025
- J.P. Morgan $805M (20% of AUM) May 2026
- State Street $257M (11% of AUM) Jul 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 29, 2026.
View current Form ADV (SEC/IAPD) ↗