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GRESHAM PARTNERS, LLC
CRD 108668 · SEC 801-54906
333 W. WACKER DRIVE, SUITE 700, CHICAGO, IL, 60606, United States
Phone
312-960-0200
Fax
312-960-0204
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$13.80B
Discretionary AUM
$8.42B
Team
67 total employees; 26 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (pooled vehicles)Selection of other advisersVARIOUS WEALTH MANAGEMENT SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 197 | $3.22B |
| Pooled investment vehicles | 54 | $10.57B |
States served
CA, IL, LA, MI, NY, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD