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GRESHAM PARTNERS, LLC
CRD 108668File 801-54906
APPROVED
Retail clients
Custody
Filing as of Jul 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$13.80B
Top 10% of cohort (national)
Discretionary AUM
$8.42B
Non-discretionary $5.38B
Clients
251
251 accounts
Employees
67
Top 10% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Sep 25, 1997
- Principal office
- 333 W. WACKER DRIVE, SUITE 700, CHICAGO, IL, 60606
- Phone
- 312-960-0200
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $13.80B
- Discretionary AUM
- $8.42B
- Non-discretionary AUM
- $5.38B
- Discretionary accounts
- 77
- Non-discretionary accounts
- 174
- Total accounts
- 251
- AUM per client
- $55.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $7.5M |
| High net worth individuals | 197 | $3.22B |
| Pooled investment vehicles | 54 | $10.57B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.