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INTERMEDE GLOBAL PARTNERS INC

SAN FRANCISCO, CA · CRD 288616 · IAPD ↗ · intermede.co.uk · 1 (415)9693370

$2.14BRegulatory AUM
4Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

75
June 2026 — INTERMEDE GLOBAL PARTNERS INC crossed $1B in regulatory AUM ($369.7M -> $2.14B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
38
April 2026 — INTERMEDE GLOBAL PARTNERS INC reported RAUM down 89% ($3.23B -> $369.7M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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