SAN FRANCISCO, CACRD 288616Latest ADV May 27, 2026
Intermede Global Partners Inc is an SEC registered investment adviser organized as a corporation with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated April 7, 2026, reports $370M in regulatory assets under management, 4 employees, 1 office, and 1 account.
Assets Under Management
$2.1B
Employees
4
Offices
1 office
Total Clients
<5
Primary office
SAN FRANCISCO, CA
650 CALIFORNIA STREET, FLOOR 7, SAN FRANCISCO, CA, United States
Total regulatory assets under management$2.1Bas of May 27, 2026
Discretionary100.0%
$2.1B
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$2.1B
Total Accounts1
10Y AUM Change+$1.7B (+374.7%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee—
10Y Employee Change+3 (+300.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.