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Gresham Partners, LLC
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Overview Share
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Chicago, Illinois
$7.1 billion AUM
2 offices

Gresham Partners, LLC is based in Chicago, Illinois and has $7.1 billion in assets under management.

Location
333 W. Wacker Drive
Suite 700
Chicago, IL 60606
$7.1 billion
AUM
44
Employees
AUM Share
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$7,062,142,381
Assets under management
193 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
High net worth individuals 154 $1,195,720,721 17% $7,764,420
Pooled investment vehicles 38 $5,861,167,723 83% $154,241,256
Charitable organizations 1 $5,253,937 0% $5,253,937
Employees Share
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44
Employees
19
Investment analysts
43% of total employees
AUM per employee Share
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$7,062,142,381
Assets under management
$160,503,236
AUM per employee
$371,691,704
AUM per investment analyst
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Compensation

Gresham Partners, LLC makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
  • Performance-based fees
Services offered

Gresham Partners, LLC provides the following services:

  • Financial planning services
  • Portfolio management for pooled investment vehicles
  • Selection of other advisers
  • Various wealth management services
Business activities
  • Commodity pool operator or commodity trading advisor
Firm data Share
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CRD number 108,668
SEC number 801-54906
Legal structure Limited Liability Company
Legal governance Delaware, United States
Latest ADV filing date April 01, 2020

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