Intermede Investment Partners Limited is an SEC registered investment adviser. Its latest Form ADV filing, dated April 7, 2026, reports $4.0B in regulatory assets under management, 17 employees, and 17 accounts.
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPension Plans represent 53.3% of total clients.
Top client categories% of clientsClients
1
Pension Plans
53.3%
8
2
Pooled Investment Vehicles
46.7%
7
Categories with <5 clients
Insurance companies<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.0Bas of April 7, 2026
Discretionary100.0%
$4.0B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$4.0B
Total Accounts17
10Y AUM Change+$2.1B (+111.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee1:1
10Y Employee Change+5 (+41.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.