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, 07/05/2017
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

- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

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

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count2 GAV$32,484,031

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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.