9AT: INTERMEDE INVESTMENT PARTNERS LIMITED

other names

Adviser Profile

As of Date	03/26/2024
Adviser Type - Large advisory firm - Outside the United States
Number of Employees	14 -6.67%
of those in investment advisory functions	5 -37.50%
Registration	SEC, Approved, 07/05/2017
Other registrations (1)	SEC, ERA - Withdrawn, 06/02/2017

AUM^*	7,303,270,045 13.66%
of that, discretionary	7,303,270,045 13.66%
Private Fund GAV^*	32,484,031
Avg Account Size	251,836,898 9.74%
% High Net Worth	3.45% 100.00%
SMA’s	Yes
Private Funds	2
Contact Info	+44 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Fund Type	Count	GAV
Fund TypeHedge Fund	Count2	GAV$32,484,031

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser ASSET MANAGEMENT ONE USA INC.	Hedge Fund158.6m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV158.6m	AUM7.4b	#Funds6
Adviser CEPHEI CAPITAL	Hedge Fund607.1m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV607.1m	AUM5.1b	#Funds2
Adviser TIFF INVESTMENT MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM6.4b	#Funds-
Adviser COLUMBIA WANGER ASSET MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM6.4b	#Funds-
Adviser WEISS MULTI-STRATEGY ADVISERS LLC	Hedge Fund3.9b	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV3.9b	AUM7.3b	#Funds4
Adviser SOUTHPOINT CAPITAL ADVISORS LP	Hedge Fund6.9b	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV6.9b	AUM6.9b	#Funds1
Adviser GRESHAM INVESTMENT MANAGEMENT LLC	Hedge Fund2.6b	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV2.6b	AUM6.2b	#Funds11
Adviser MANIYAR CAPITAL ADVISORS UK LTD.	Hedge Fund1.5b	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.5b	AUM1.5b	#Funds3
Adviser ATAIROS MANAGEMENT, L.P.	Hedge Fund8.3b	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV8.3b	AUM7.8b	#Funds2
Adviser KODAI CAPITAL MANAGEMENT LP	Hedge Fund53.3m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV53.3m	AUM6.1b	#Funds1

Brochure Summary

Overview

Intermede Investment Partners Limited (“IIPL” or the “Firm”) is an institutional global equity investment manager based in London, United Kingdom. The Firm was founded in 2013 by Barry Dargan, who serves as IIPL’s Chief Executive Officer and a portfolio manager. IIPL is 100% owned by Intermede Holdings Limited, which is also 100% owner of Intermede Global Partners Inc. (“Intermede Global”), an SEC registered investment adviser that provides advisory services to IIPL pursuant to a services agreement between IIPL and Intermede Global. Mr. Dargan is the largest individual indirect owner of IIPL and Intermede Global. IIPL manages a global equities investment strategy and sub-sets thereof (i.e. Global ex-Japan and International (Global ex-US)). The firm’s investment universe is typically comprised of public companies with a market capitalization of over $1 billion. The portfolio contains stocks in the information technology, communications services and consumer sectors for which Intermede Global will provide investment advice. Intermede Global will be responsible for researching suitable information technology, communications services and consumer stocks for IIPL’s portfolio and making buy and sell

recommendations to IIPL’s portfolio manager regarding these information technology, communications services and consumer stocks. IIPL is authorized and regulated by the UK Financial Conduct Authority. The Firm has five directors: Mr. Dargan, James Kim, Rupert Mahon, David MacGregor and Thomas Pedersen. Mr. MacGregor and Mr. Pedersen are non-executive directors. Mr. Pedersen replaced Ms. Rikard-Bell as non-executive director on 1 November 2023. Mr. Mahon is also IIPL’s Chief Operating Officer and Chief Compliance Officer. Mr. Kim, Mr. Mahon and Mr. MacGregor are the directors of Intermede Global. As of December 31, 2023, IIPL managed approximately $7.303 billion in regulatory assets under management on a discretionary basis in separately managed accounts and private funds. IIPL also provides non-discretionary investment advice in relation to a number of client accounts, including mutual funds registered under the Investment Company Act of 1940. As of December 31, 2023, IIPL provided non-discretionary investment advice in relation to approximately $3.701 billion of assets. For purposes of the SEC’s definition, IIPL does not consider these assets as part of its regulatory assets under management.

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INTERMEDE INVESTMENT PARTNERS LIMITED

Adviser Profile

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