Intermede Global Partners Inc (San Francisco)

Name: Intermede Global Partners Inc
Address: 650 California Street, San Francisco, CA, 94108
Telephone: 415-696-3370

Intermede Global Partners Inc is a large advisory firm based in San Francisco. It manages $577.66 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2017.

Intermede Global Partners provides investment research and advice to related foreign investment adviser. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Intermede Global Partners: assets under management

The assets under management (AUM) of Intermede Global Partners Inc is $577.66 million. $577.66 million of the total AUM is attributable to clients outside of the United States.

Investments

The firm invests in exchange traded securities the most. They account for 100% of the total AUM.

Careers at Intermede Global Partners Inc

The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Rupert Thomas George Mahon has been acting as President since 1 Mar 2017. David Ian Macgregor joined the executive team most recently as the Non Executive Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Rupert Thomas George Mahon	Chief compliance officer/director	1 Mar 2017	Other	5631794
Intermede Holdings Limited	Parent company	1 Mar 2017	75% - 100%	foreign entity
James Hyunmin Kim	Director	1 Mar 2017	Other	6801977
David Ian Macgregor	Non-executive director	1 Apr 2019	Other	6150795

Indirect Owners

The SEC currently registers 6 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
National Wealth Management Holdings Limited	Shareholder	1 Mar 2017	75% - 100%	foreign entity
National Australia Bank Limited	Shareholder	1 Mar 2017	75% - 100%	foreign entity
Barry Patrick Dargan	Shareholder and director	1 Mar 2017	75% - 100%	6488470
Sca Global Advisors Limited	Shareholder	1 Mar 2017	50% - 75%	foreign entity
Nab Asset Management Limited	Shareholder	1 Mar 2017	25% - 50%	foreign entity
Intermede Securities (Guernsey) Limited	Shareholder	1 Mar 2017	50% - 75%	foreign entity

Based in San Francisco

The principal office where Intermede Global Partners Inc performs its advisory services is located at 650 California Street, San Francisco, CA 94108, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-696-3370. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at intermede.co.uk.