Intermedia Advisors, LLC (New York)

Name: Intermedia Advisors, LLC
Address: 405 Lexington Avenue, New York, NY, 10174 0002
Telephone: 212-503-2850

Intermedia Advisors, LLC is a large advisory firm based in New York. It manages $193.81 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2012.

Intermedia Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Intermedia Advisors: assets under management

The assets under management (AUM) of Intermedia Advisors, LLC is $193.81 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -71% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $193.81 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $96.9 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Intermedia Advisors, LLC for their services and products based on fixed fees and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Intermedia Advisors serves?

The only and largest group of clients of Intermedia Advisors is pooled investment vehicles with 2 clients and $193.81 million of assets under management. Among the 9 most similar advisory firms, Intermedia Advisors has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $193.81 million for 2 clients. None of the firm’s clients are foreign persons or businesses.

Intermedia Advisors also advises several private funds. Namely, two private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $10,000,000.

Careers at Intermedia Advisors, LLC

The company employs 6 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Mark Coleman	Senior partner/general counsel	1 Jun 2005	Other	5908254
Leo Joseph Hindery	Managing partner	1 Jun 2005	Other	1073663
Peter Maxwell Kern	Managing partner	1 Jun 2005	Other	1540558
Mark J. Coleman	Senior partner/general counsel	1 Jun 2005	Other	5908254
Llc Hk Capital Partners	Shareholder	1 Jun 2005	75% - 100%	87-0746280
Jerome Letter	Chief financial officer	1 Jun 2005	Other	5910534
Edward M. Bumber	Chief compliance officer	1 Jul 2010	Other	5787269
Edward M Bumber	Chief compliance officer	1 Jul 2010	Other	5787269

Based in New York

The principal office where Intermedia Advisors, LLC performs its advisory services is located at 405 Lexington Avenue, New York, NY 10174 0002, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-503-2850 or by fax 212-503-2879. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at intermediaadvisors.com/.