INTERMEDE INVESTMENT PARTNERS LIMITED other names

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Adviser Profile

As of Date:

03/26/2024

Adviser Type:

- Large advisory firm
- Outside the United States

Number of Employees:

14 -6.67%

of those in investment advisory functions:

5 -37.50%

Registration:

SEC, Approved, 7/5/2017

Other registrations (1)
AUM:

7,303,270,045 13.66%

of that, discretionary:

7,303,270,045 13.66%

Private Fund GAV:

32,484,031 207.83%

Avg Account Size:

251,836,898 9.74%

% High Net Worth:

3.45% 100.00%

SMA’s:

YES

Private Funds:

2

Contact Info

+44 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
8B 7B 6B 4B 3B 2B 1B
2017 2018 2019 2020 2021 2022 2023

Recent News

10 Tech Stocks to Buy Now According to Barry Dargan’s Intermede Investment Partners
05/10/2022

Insider Monkey

5 Tech Stocks to Buy Now According to Barry Dargan’s Intermede Investment Partners
05/10/2022

Insider Monkey

Intermede Investment Partners Ltd Buys Adobe Inc, Dollar Tree Inc, Aptiv PLC, Sells Intuit Inc, ...
05/08/2021

Related Stocks: DHR, FIS, SPGI, TV, ADBE, DLTR, APTV, COO, DOX, INTU, CRM,

gurufocus.com

Mediolanum expands Euro boutique partnership with €1bn equity mandates
03/24/2021

Mediolanum International Funds Ltd (MIFL) has further expanded its investment ... as well as €700m and €300m in London-based groups Intermede Investment Partners and RWC Partners, respectively. The onboarding of these additional capabilities follows ...

citywireselector.com

Mediolanum Int'l Funds invests €1bn in partnerships in Europe
03/23/2021

Leading brand for international independent financial advisers, wealth management professionals serving expatriate and cross-border clients worldwide.

internationalinvestment.net

Is Accenture (ACN) Stock A Buy or Sell?
03/22/2021

Hedge funds and other institutional investors ... GuardCap Asset Management, and Intermede Investment Partners. In terms of the portfolio weights assigned to each position Praesidium Investment ...

Yahoo Finance


Private Funds Structure

Fund Type Count GAV
Hedge Fund 2 $32,484,031

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Private Funds



Employees




Brochure Summary

Overview

Intermede Investment Partners Limited (“IIPL” or the “Firm”) is an institutional global equity investment manager based in London, United Kingdom. The Firm was founded in 2013 by Barry Dargan, who serves as IIPL’s Chief Executive Officer and a portfolio manager. IIPL is 100% owned by Intermede Holdings Limited, which is also 100% owner of Intermede Global Partners Inc. (“Intermede Global”), an SEC registered investment adviser that provides advisory services to IIPL pursuant to a services agreement between IIPL and Intermede Global. Mr. Dargan is the largest individual indirect owner of IIPL and Intermede Global. IIPL manages a global equities investment strategy and sub-sets thereof (i.e. Global ex-Japan and International (Global ex-US)). The firm’s investment universe is typically comprised of public companies with a market capitalization of over $1 billion. The portfolio contains stocks in the information technology, communications services and consumer sectors for which Intermede Global will provide investment advice. Intermede Global will be responsible for researching suitable information technology, communications services and consumer stocks for IIPL’s portfolio and making buy and sell
recommendations to IIPL’s portfolio manager regarding these information technology, communications services and consumer stocks. IIPL is authorized and regulated by the UK Financial Conduct Authority. The Firm has five directors: Mr. Dargan, James Kim, Rupert Mahon, David MacGregor and Thomas Pedersen. Mr. MacGregor and Mr. Pedersen are non-executive directors. Mr. Pedersen replaced Ms. Rikard-Bell as non-executive director on 1 November 2023. Mr. Mahon is also IIPL’s Chief Operating Officer and Chief Compliance Officer. Mr. Kim, Mr. Mahon and Mr. MacGregor are the directors of Intermede Global. As of December 31, 2023, IIPL managed approximately $7.303 billion in regulatory assets under management on a discretionary basis in separately managed accounts and private funds. IIPL also provides non-discretionary investment advice in relation to a number of client accounts, including mutual funds registered under the Investment Company Act of 1940. As of December 31, 2023, IIPL provided non-discretionary investment advice in relation to approximately $3.701 billion of assets. For purposes of the SEC’s definition, IIPL does not consider these assets as part of its regulatory assets under management.