Asset manager · London, United Kingdom
Intermede Investment Partners Limited
SEC-registered investment adviser · CRD 175312 · SEC 801-110745
At a glance
Intermede Investment Partners Limited is an SEC-registered investment adviser based in London, United Kingdom, with $4.0 billion in regulatory assets under management as of its Form ADV filed July 29, 2026. Its largest client group by assets is pension and profit sharing plans. By Form ADV it is a asset manager, ranked 775th of 3,218 asset managers and 2,413th of 17,210 SEC-registered advisers by assets.
Main office +4402037635810intermede.co.ukLinkedInAs filed on Form ADV
- Regulatory AUM
- $4.0B
- Rank among asset managers
- #775 of 3,218
- Rank among all SEC RIAs
- #2,413 of 17,210
- Clients
- 15
- Accounts
- 17
- Discretionary
- 100% of AUM
- Employees
- 17
- Advisory staff
- 8
- Offices
- 1
Owners and executives on its Form ADV
- Rupert T. MahonChief Compliance Officer and Chief Operating Officer
- David I. MacgregorNon-Executive Director
- Olivier LebleuDirector
- Barry P. DarganChief Executive Officer
- Thomas J. PedersenNon-Executive Director
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pension and profit sharing plans | 8 | $2.9B | 73% |
| State or municipal government entities | – | $539M | 13% |
| Pooled investment vehicles | 7 | $483M | 12% |
| Insurance companies | – | $37M | <1% |
Private funds
Intermede Investment Partners Limited reports 2 private funds with $33M in gross assets: hedge funds (Form ADV Item 7.B).
Disciplinary disclosures
Intermede Investment Partners Limited reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗intermede.co.uk ↗
AtlasMembers
The full record on Intermede Investment Partners Limited
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 751 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 3Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Intermede Investment Partners Limited manage?
Intermede Investment Partners Limited reports $4.0 billion in regulatory assets under management across 17 accounts, 100% of it on a discretionary basis, on its Form ADV filed July 29, 2026.
What kind of firm is Intermede Investment Partners Limited?
Intermede Investment Partners Limited is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Intermede Investment Partners Limited’s clients?
By assets, its largest client types are pension and profit sharing plans ($2.9 billion, 8 clients); state or municipal government entities ($539 million); pooled investment vehicles ($483 million, 7 clients).
Does Intermede Investment Partners Limited manage private funds?
Yes. It reports 2 private funds with $33 million in gross assets, including hedge funds.
Does Intermede Investment Partners Limited have any disciplinary history?
Intermede Investment Partners Limited reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Intermede Investment Partners Limited’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-29), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →