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RIA / WealthRegistered adviserinstitutional managerSEC registeredRAUM 1b 10b

INTERMEDE INVESTMENT PARTNERS LIMITED

CRD 175312

LONDON

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8b1fcdc3-a67f-a80a-8f50-35f244dcfeb2

Data as of Jul 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 9
On other graphs: 0
Observed: Jun 2, 2017 to Jul 29, 2026
22 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: institutional managerderivedprivate_client_share=0.0 fund_share=0.12 institutional_share=0.88 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $4.0BItem 5.F on the latest filing (2026-07-29); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $4.0B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 17
Advisory employees: 8
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 17
Private funds: 2Schedule D 7.B(1)
Custody, client assets: $0
SEC number: 801-110745
CRD: 175312
Filings on the tape: 22
First filed: Jun 2, 2017
Latest filed: Jul 29, 2026
Organised: Other (specify)

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
INTERMEDE GLOBAL EQUITY SERIES	Hedge Fund	$16.4M	Mar 26, 2024	2	Mar 28, 2022	reported	021-405326
INTERMEDE INTERNATIONAL EQUITY SERIES	Hedge Fund	$16.1M	Mar 26, 2024	7	Mar 28, 2022	reported	021-405324

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DARGAN, BARRY, PATRICK	SHAREHOLDER AND DIRECTOR	E	yes	04/2014	Jun 2, 2017	Mar 26, 2024
DARGAN, BARRY, PATRICK	CHIEF EXECUTIVE OFFICER	Na	yes	03/2014	Jun 2, 2017	Mar 26, 2024
INSIGNIA FINANCIAL LIMITED	Shareholder	E	yes	05/2021	Mar 28, 2022	Mar 26, 2024
INTERMEDE SECURITIES (GUERNSEY) LIMITED	Shareholder	D	yes	04/2014	Jun 2, 2017	Mar 26, 2024
KIM, JAMES, HYUNMIN	Director	Na	yes	02/2017	Jun 2, 2017	Mar 26, 2024
MACGREGOR, DAVID, IAN	NON-EXECUTIVE DIRECTOR	Na	yes	06/2016	Jun 2, 2017	Mar 26, 2024
MAHON, RUPERT, THOMAS GEORGE	CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER	Na	yes	12/2015	Jun 2, 2017	Mar 26, 2024
MLC ASSET MANAGEMENT HOLDINGS LIMITED	Shareholder	C	yes	12/2016	Apr 6, 2021	Mar 26, 2024
MLC WEALTH LIMITED	Shareholder	E	yes	11/2008	Apr 6, 2021	Mar 26, 2024
PEDERSEN, THOMAS, JOHN CAMPBELL	NON-EXECUTIVE DIRECTOR	Na	yes	11/2023	Mar 26, 2024	Mar 26, 2024
SCA GLOBAL ADVISORS LIMITED	Shareholder	D	yes	12/2016	Jun 2, 2017	Mar 26, 2024
INTERMEDE HOLDINGS LIMITED	PARENT COMPANY	E	no	12/2016	Jun 2, 2017	Mar 26, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MLC ASSET MANAGEMENT US LLC	n/a	Asset manager	$2.8B	N	yes	n/a
INTERMEDE GLOBAL PARTNERS INC	n/a	Other adviser	$2.1B	N	yes	n/a
INSIGNIA FINANCIAL LIMITED	n/a	n/a	n/a	Y	yes	n/a
INTERMEDE GENERAL PARTNER INC	n/a	n/a	n/a	N	yes	n/a
IOOF INVESTMENT SERVICES LTD	n/a	n/a	n/a	N	yes	n/a
MLC ASSET MANAGEMENT PTY LTD	n/a	n/a	n/a	Y	yes	n/a
MLC INVESTMENTS LIMITED	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 9 of 10

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Apr 7, 2026	$4.0B	$4.0B	17	8	2	n/a
2024	Mar 28, 2025	$5.5B	$5.5B	17	9	2	n/a
2023	Mar 26, 2024	$7.3B	$7.3B	14	5	2	$32.5M
2022	Mar 23, 2023	$6.4B	$6.4B	15	8	2	$10.6M
2021	Mar 28, 2022	$7.8B	$7.8B	15	8	2	$17.9M
2020	Mar 25, 2021	$5.9B	$5.9B	13	7	n/a	n/a
2019	Mar 27, 2020	$3.3B	$3.3B	12	6	n/a	n/a
2018	Mar 21, 2019	$2.1B	$2.1B	12	6	n/a	n/a
2017	Mar 22, 2018	$2.3B	$2.3B	12	6	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$4.0B	$5.5B	-27.6%	$6.4B	-14.7%	17	17	0	0

Relationships

Affiliated with (4)

→ INTERMEDE GLOBAL PARTNERS INCRegistered adviserother investment adviser, common control
factForm ADV
→ MLC ASSET MANAGEMENT US LLCRegistered adviserother investment adviser, common control
factForm ADV
← INTERMEDE GLOBAL PARTNERS INCRegistered adviserother investment adviser, common control
factForm ADV
← MLC ASSET MANAGEMENT US LLCRegistered adviserother investment adviser, common control
factForm ADV

Advises (2)

→ INTERMEDE GLOBAL EQUITY SERIESPrivate fundHedge Fund, IA
Mar 28, 2022 to presentfactForm ADV
→ INTERMEDE INTERNATIONAL EQUITY SERIESPrivate fundHedge Fund, IA
Mar 28, 2022 to presentfactForm ADV

Controls (10)

← MAHON, RUPERT, THOMAS GEORGEOwnerCHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER, ownership code NA, individual
Jun 2, 2017 to Mar 26, 2024factForm ADV
← MACGREGOR, DAVID, IANOwnerNON-EXECUTIVE DIRECTOR, ownership code NA, individual
Jun 2, 2017 to Mar 26, 2024factForm ADV
← DARGAN, BARRY, PATRICKOwnerSHAREHOLDER AND DIRECTOR, ownership code E, individual
Jun 2, 2017 to Mar 26, 2024factForm ADV
← KIM, JAMES, HYUNMINOwnerDIRECTOR, ownership code NA, individual
Jun 2, 2017 to Mar 26, 2024factForm ADV
← PEDERSEN, THOMAS, JOHN CAMPBELLOwnerNON-EXECUTIVE DIRECTOR, ownership code NA, individual
Mar 26, 2024 to Mar 26, 2024factForm ADV
← INSIGNIA FINANCIAL LIMITEDOwnerSHAREHOLDER, ownership code E, foreign entity
Mar 28, 2022 to Mar 26, 2024factForm ADV
← INTERMEDE SECURITIES (GUERNSEY) LIMITEDOwnerSHAREHOLDER, ownership code D, foreign entity
Jun 2, 2017 to Mar 26, 2024factForm ADV
← MLC ASSET MANAGEMENT HOLDINGS LIMITEDOwnerSHAREHOLDER, ownership code C, foreign entity
Apr 6, 2021 to Mar 26, 2024factForm ADV
← MLC WEALTH LIMITEDOwnerSHAREHOLDER, ownership code E, foreign entity
Apr 6, 2021 to Mar 26, 2024factForm ADV
← SCA GLOBAL ADVISORS LIMITEDOwnerSHAREHOLDER, ownership code D, foreign entity
Jun 2, 2017 to Mar 26, 2024factForm ADV

Owns (1)

← INTERMEDE HOLDINGS LIMITEDOwnerPARENT COMPANY, ownership code E, foreign entity
Jun 2, 2017 to Mar 26, 2024factForm ADV

Dated events

Occurred
Mar 27, 2026
Regulatory AUM changed
Intermede Investment Partners Limited reported RAUM $4.0B, down 28% from $5.5B (2025-03-28 to 2026-03-27)
Form ADVobserved 4 days ago
$-1.5B
Occurred
Mar 26, 2024
Control person left
(Nmn) Jill Rikard-Bell (Non-Executive Director) no longer on Schedule A of Intermede Investment Partners Limited (listed 2023-03-23, absent 2024-03-26)
Form ADVobserved 4 days ago
Occurred
Mar 26, 2024
Control person joined
John Campbell Thomas Pedersen (Non-Executive Director) appeared on Schedule A of Intermede Investment Partners Limited
Form ADVobserved 4 days ago
Occurred
Sep 2, 2021
Regulatory AUM changed
Intermede Investment Partners Limited reported RAUM $7.3B, up 25% from $5.9B (2021-06-25 to 2021-09-02)
Form ADVobserved 4 days ago
$1.5B
Occurred
Mar 25, 2021
Regulatory AUM changed
Intermede Investment Partners Limited reported RAUM $5.9B, up 77% from $3.3B (2020-03-27 to 2021-03-25)
Form ADVobserved 4 days ago
$2.5B
Occurred
Mar 25, 2021
Control person joined
(Nmn) Jill Rikard-Bell (Non-Executive Director) appeared on Schedule A of Intermede Investment Partners Limited
Form ADVobserved 4 days ago
Occurred
Mar 27, 2020
Regulatory AUM changed
Intermede Investment Partners Limited reported RAUM $3.3B, up 55% from $2.1B (2019-03-21 to 2020-03-27)
Form ADVobserved 4 days ago
$1.2B
Occurred
Mar 21, 2019
Control person left
Andrew Jeffrey Lee (Non-Executive Director) no longer on Schedule A of Intermede Investment Partners Limited (listed 2018-07-23, absent 2019-03-21)
Form ADVobserved 4 days ago
Occurred
Jun 2, 2017
First Form ADV filing
Intermede Investment Partners Limited filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8b1fcdc3-a67f-a80a-8f50-35f244dcfeb2
First observed: Jun 2, 2017
Last observed: Jul 29, 2026 52 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

INTERMEDE INVESTMENT PARTNERS LIMITED

CRD 175312

LONDON

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8b1fcdc3-a67f-a80a-8f50-35f244dcfeb2

Data as of Jul 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:57 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

INTERMEDE GLOBAL EQUITY SERIES

Hedge Fund

$16.4M

Mar 26, 2024

Mar 28, 2022

reported

021-405326

INTERMEDE INTERNATIONAL EQUITY SERIES

Hedge Fund

$16.1M

Mar 26, 2024

Mar 28, 2022

reported

021-405324

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DARGAN, BARRY, PATRICK

SHAREHOLDER AND DIRECTOR

yes

04/2014

Jun 2, 2017

Mar 26, 2024

DARGAN, BARRY, PATRICK

CHIEF EXECUTIVE OFFICER

yes

03/2014

Jun 2, 2017

Mar 26, 2024

INSIGNIA FINANCIAL LIMITED

Shareholder

yes

05/2021

Mar 28, 2022

Mar 26, 2024

INTERMEDE SECURITIES (GUERNSEY) LIMITED

Shareholder

yes

04/2014

Jun 2, 2017

Mar 26, 2024

KIM, JAMES, HYUNMIN

Director

yes

02/2017

Jun 2, 2017

Mar 26, 2024

MACGREGOR, DAVID, IAN

NON-EXECUTIVE DIRECTOR

yes

06/2016

Jun 2, 2017

Mar 26, 2024

MAHON, RUPERT, THOMAS GEORGE

CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER

yes

12/2015

Jun 2, 2017

Mar 26, 2024

MLC ASSET MANAGEMENT HOLDINGS LIMITED

Shareholder

yes

12/2016

Apr 6, 2021

Mar 26, 2024

MLC WEALTH LIMITED

Shareholder

yes

11/2008

Apr 6, 2021

Mar 26, 2024

PEDERSEN, THOMAS, JOHN CAMPBELL

NON-EXECUTIVE DIRECTOR

yes

11/2023

Mar 26, 2024

SCA GLOBAL ADVISORS LIMITED

Shareholder

yes

12/2016

Jun 2, 2017

Mar 26, 2024

INTERMEDE HOLDINGS LIMITED

PARENT COMPANY

12/2016

Jun 2, 2017

Mar 26, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MLC ASSET MANAGEMENT US LLC

n/a

Asset manager

$2.8B

yes

n/a

INTERMEDE GLOBAL PARTNERS INC

n/a

Other adviser

$2.1B

yes

n/a

INSIGNIA FINANCIAL LIMITED

n/a

yes

n/a

INTERMEDE GENERAL PARTNER INC

n/a

yes

n/a

IOOF INVESTMENT SERVICES LTD

n/a

yes

n/a

MLC ASSET MANAGEMENT PTY LTD

n/a

yes

n/a

MLC INVESTMENTS LIMITED

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 7, 2026

$4.0B

n/a

2024

Mar 28, 2025

$5.5B

n/a

2023

Mar 26, 2024

$7.3B

$32.5M

2022

Mar 23, 2023

$6.4B

$10.6M

2021

Mar 28, 2022

$7.8B

$17.9M

2020

Mar 25, 2021

$5.9B

n/a

2019

Mar 27, 2020

$3.3B

n/a

2018

Mar 21, 2019

$2.1B

n/a

2017

Mar 22, 2018

$2.3B

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$4.0B

$5.5B

-27.6%

$6.4B

-14.7%