Gresham Partners, LLC
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Overview
Gresham Partners, LLC operates as a financial advisor company that has its headquarters in Chicago, Illinois. The company administers $9.5 billion in assets under management over 232 customer accounts, making it one of the biggest firms in the nation by assets under management (AUM). Gresham Partners, LLC has an average-sized team, including 23 financial advisors. Gresham Partners, LLC is not a registered broker-dealer, meaning the company cannot buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer company to do so. Securities are defined as exchangable fiscal assets such as stocks, bonds and options.
Gresham Partners, LLC administers some of its accounts on a discretionary basis. Discretionary management signifies that a portfolio manager has the discretion to make buy and sell judgments without requiring the customer's authorization. The company also manages 170 non-discretionary accounts totaling $3.0 billion in assets under management. The investment advisory firm oversees about $41.1 million for every client account. The typical advisor at Gresham Partners, LLC administers around 10 client accounts, placing it among the more individualized advisor firms in the country.
The firm's headquarters is at 333 W. Wacker Drive, Chicago, Illinois 60606. The firm is legally permitted to serve clients throughout 8 states, including California, Connecticut, Louisiana, Michigan, New York, Texas, Florida and Illinois.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Gresham Partners, LLC by the Numbers
$9.5 billion
64
232
$41.1 million
Products and Services
Gresham Partners, LLC provides a number of financial services, including financial planning services, portfolio management for pooled investment vehicles, selection of other advisers and other services. In the last financial year, the firm provided 101-250 of its accounts with financial planning services. It does not sell products or offer services aside from investment advisory services to its investment advisory customers. The firm is also affiliated with a number of other companies in the financial services industry, including with a commodity pool advisor.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees depend on which services the firm provides the client. Fees charged by Gresham Partners, LLC can consist of some combination of the following fee types: asset-based, fixed or performance-based. The firm does not participate in a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 26% of firms
Performance-based
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The firm works with high net worth investors, pooled investment vehicles and charitable organizations. Out of its 232 customers, Gresham Partners, LLC's biggest client by number of accounts is high net worth investors, but it also serves 185 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 under management or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's customers are from outside of the U.S.
- High-Net-Worth Individuals* - 79.4%
- Other Individuals - 0%
- Corporations - 20.17%
- Charitable Organizations - 0.43%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Gresham Partners, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Gresham Partners, LLC
Chicago, IL
Chicago, IL
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