Intermede Global Partners Inc
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Overview
Intermede Global Partners Inc operates as a financial advisor company headquartered in San Francisco, California. The company has $2.9 billion in assets under management throughout three client accounts, placing it among the largest firms in the nation by assets under management (AUM). It has a small group, including 4 financial advisors. Intermede Global Partners Inc does not act as a registered broker-dealer, meaning the advisor cannot buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are exchangable fiscal assets such as bonds, equities and options.
Intermede Global Partners Inc oversees all of its accounts in a discretionary manner. Discretionary management means that buy and sell choices for the client's account are made by an investment advisor without requiring the client's authorization. Intermede Global Partners Inc's average account size is $953.9 million. An average financial advisor at Intermede Global Partners Inc administers fewer than one client account, making it one of the most personalized financial advisor firms in the country.
The company's headquarters is at 650 California Street, San Francisco, California 94108.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Intermede Global Partners Inc by the Numbers
$2.9 billion
4
3
$953.9 million
Fee Structure
Fees for financial advisory services usually depend on the services provided. Fees billed by the firm typically consist of non-traditional fee structures. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Intermede Global Partners Inc.
Available
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Offered by 10% of firms
Other
Unavailable
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Find one of the 69% of firms that offer this fee type
Percentage of Assets
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
Types of Clients
The firm provides services to other. Out of its three clients, Intermede Global Partners Inc's biggest client type by number of accounts is other. About 100% of the company's clients are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Intermede Global Partners Inc does not have any disclosures.
Please visit its Form ADV for more details.
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