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INTERMEDE INVESTMENT PARTNERS LIMITED

LONDON, United Kingdom · CRD 175312 · IAPD ↗ · +44 (0)203 763 5810

$3.99BRegulatory AUM
8Advisory reps
17Employees
0Clients
n/aPlanning clients
2Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

20
April 2026 — INTERMEDE INVESTMENT PARTNERS LIMITED reported RAUM down 28% ($5.52B -> $3.99B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
44
April 2025 — INTERMEDE INVESTMENT PARTNERS LIMITED grew from 5 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
25
April 2024 — INTERMEDE INVESTMENT PARTNERS LIMITED shrank from 8 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.