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GRESHAM PARTNERS, LLC
CHICAGO, IL
312-960-0200
SEC #801-54906Total AUM
$13.8B
Employees
67Clients
252Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
333 W. WACKER DRIVE
SUITE 700
CHICAGO
IL 60606
United States
SUITE 700
CHICAGO
IL 60606
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
312-960-0200
Other Offices
1
Financials
Total AUM
$13.8B
Accounts
251Discretionary
$8.4B
Accounts
77Non-Discretionary
$5.4B
Accounts
174
Clients
HNW Individual Clients
197AUM
$3.2B
Pooled Vehicle Clients
54AUM
$10.6B
Charitable Organization Clients
1AUM
$7.5M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningOther ServicesPooled Vehicle Portfolio Management
Other Services
VARIOUS WEALTH MANAGEMENT SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
CACTFLILLAMINYTX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.