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| Happy Holidays!! thanks for using AUM13F!! |
| Intermede Investment Partners Limited
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| CRD # | 175312 |
| SEC # | 801-110745 |
| CIK # | 0001664713 |
| AUM | $5.5 B (2025-03-28) |
| Employees | 17 (53% Investors, 0% Brokers) |
| Phone | 4402037635810 |
| Address | 6 Warwick Street London, United Kingdom |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co Ltd | 0.2 | ||
| Apple Inc | 0.2 | ||
| Alphabet Inc | 0.2 | ||
| Facebook Inc | 0.2 | ||
| Mastercard Inc | 0.2 | ||
| Linde PLC | 0.2 | ||
| Schwab Charles Corp | 0.1 | ||
| Transdigm Group Inc | 0.1 | ||
| Uber Technologies Inc | 0.1 | ||
| McGraw-hill Companies Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Intermede Global Equity Series | [2022-03-28] | 16.1 | 16.1 |
| HF | Intermede International Equity Series | [2022-03-28] | 15.7 | 15.3 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 9 | 0.8 |
| (g) Pension and profit sharing plans | 10 | 4.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.6 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 22 | 5.5 |
| By Discretionary | ||
| Discretionary | 22 | 5.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 22 | 5.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.8 | |
| United States Persons | 0.7 | |
| Total | 22 | 5.5 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Brad Cowdroy | 53 | ||
| Gerard Fagan | 5 | ||
| Rupert Mahon | 2 | ||
| Intermede General Partner Inc | 2 | ||
| Intermede Management Limited | 2 | ||
| Intermede Investment Partners Limited | 2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001664713] |
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