Intermede Global Partners Inc
- Regulatory AUM
- $2.1B
- Discretionary
- $2.1B
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 1
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of May 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Other | Fewer than 5 clients | $2.1B | 100.0% |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dargan, Barry, Patrick | Shareholder And Director | Mar 2017 (9y) | 75% or more of Intermede Securities (Guernsey) Limited (indirect) | |
| Kim, James, Hyunmin | Director | Mar 2017 (9y) | Less than 5% | |
| Mahon, Rupert, Thomas George | Chief Compliance Officer/Director | Mar 2017 (9y) | Less than 5% | |
| Macgregor, David, Ian | Non Executive Director | Apr 2019 (7y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Intermede Holdings Limited | Parent Company | Mar 2017 | A | 75% or more |
| Mlc Wealth Limited | Shareholder | Mar 2017 | B | ≈ 14.06% – 50% via Mlc Asset Management Holdings Limited |
| Insignia Financial Limited | Shareholder | May 2021 | B | ≈ 10.55% – 50% via Mlc Wealth Limited |
| Sca Global Advisors Limited | Shareholder | Mar 2017 | B | ≈ 37.5% – 75% via Intermede Holdings Limited |
| Intermede Securities (Guernsey) Limited | Shareholder | Mar 2017 | B | 50% – 75% of Sca Global Advisers Limited (indirect) |
| Mlc Asset Management Holdings Limited | Shareholder | Mar 2017 | B | ≈ 18.75% – 50% via Intermede Holdings Limited |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Mlc Wealth Limited: 75% – 100% of Mlc Asset Management Holdings Limited × 25% – 50% of Intermede Holdings Limited × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Insignia Financial Limited: 75% – 100% of Mlc Wealth Limited × 75% – 100% of Mlc Asset Management Holdings Limited × 25% – 50% of Intermede Holdings Limited × 75% – 100% direct ≈ 10.55% – 50% of the firm
- Sca Global Advisors Limited: 50% – 75% of Intermede Holdings Limited × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Mlc Asset Management Holdings Limited: 25% – 50% of Intermede Holdings Limited × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/27/2026 | 1.24 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Other fees
- • COST PLUS FEE
Services
- • Other services
Custody
Reported custodians
- J.P. Morgan $1.0B (49% of AUM) May 2026
- Bnp Paribas $600M (28% of AUM) May 2026
- National Australia Bank Asset Servicing Limited $534M (17% of AUM) Mar 2025
- Northern Trust $86.6M (4% of AUM) May 2026
- State Street $76.1M (13% of AUM) Mar 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 27, 2026.
View current Form ADV (SEC/IAPD) ↗