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INTERMEDE GLOBAL PARTNERS INC

CRD 288616File 801-110691
APPROVED
Custody
Filing as of May 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.14B
Top 25% of cohort (national)
Discretionary AUM
$2.14B
Clients
0
1 accounts
Employees
4
Top 25% of cohort in CA

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
SFRO
Registration date
Jun 22, 2017
Principal office
650 CALIFORNIA STREET, FLOOR 7, SAN FRANCISCO, CA, 94108
Phone
1 (415)9693370

Assets & accounts

ADV Item 5F
Total regulatory AUM
$2.14B
Discretionary AUM
$2.14B
Non-discretionary AUM
$0
Discretionary accounts
1
Non-discretionary accounts
0
Total accounts
1
AUM per client
—

Clients by type

ADV Item 5D

No client-type detail reported.

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Other (described) — COST PLUS FEE

Advisory activities

  • Other advisory activities

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
Yes
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Aug 17, 2026CustodyNoYes
Jun 1, 2026AUM$369,716,167$2,136,093,838increased by$1,766,377,671
Apr 1, 2026AUM$3,230,719,679$369,716,167decreased by$2,861,003,512
May 1, 2025
vs Oct 1, 2022
AUM$3,557,989,319$3,230,719,679decreased by$327,269,640
May 1, 2025
vs Oct 1, 2022
Accounts31decreased by2
Apr 1, 2022Employees34increased by1
Apr 1, 2022AUM$3,384,751,169$3,557,989,319increased by$173,238,150
Apr 1, 2022Accounts13increased by2
Oct 1, 2021Employees23increased by1
Oct 1, 2021AUM$1,626,348,862$3,384,751,169increased by$1,758,402,307
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “INTERMEDE GLOBAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“INTERMEDE GLOBAL” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.