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Gresham Partners, LLC

Headquartered in CHICAGO, IL

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Firm Information

Gresham Partners, LLC is a Chicago, IL-based investment advisor with regulatory assets under management (AUM) of $10,381,704,421. The firm provides various wealth management services, financial planning, and selection of other advisors. They manage portfolios for pooled investment vehicles and have clients including charitable organizations, high-net-worth individuals, and pooled investment vehicles.

Gresham Partners, LLC

333 W. WACKER DRIVE

CHICAGO, IL 60606

$10.38B

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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various wealth management services

Various wealth management services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (2)

GRESHAM PARTNERS, LLC has a total of 2 branch locations across the country.
location

Chicago, IL

location

CHICAGO, IL

Advisors at Gresham Partners, LLC

View All 2 Advisors
Unclaimed
Gregory David Schneiderman

CFA®, RA

Chicago, IL

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Unclaimed
Matthew Stephen Bonaguidi

RA

CHICAGO, IL

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Disclosures

There are no public disclosures for Gresham Partners, LLC.

Frequently Asked Questions (9)

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