Gresham Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chicago, IL. Its latest Form ADV filing, dated March 31, 2026, reports $13.8B in regulatory assets under management, 67 employees, 1 office, and 251 accounts.
Assets Under Management
$13.8B
Employees
67
Offices
1 office
Total Clients
251
Primary office
CHICAGO, IL
333 W. WACKER DRIVE, SUITE 700, CHICAGO, IL, United States
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Source verified May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 78.5% of total clients.
Top client categories% of clientsClients
1
HNWI
78.5%
197
2
Pooled Investment Vehicles
21.5%
54
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$13.8Bas of March 31, 2026
Discretionary61.0%
$8.4B
61% of total RAUM61.0%
Non-discretionary39.0%
$5.4B
39% of total RAUM39.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$13.8B
Total Accounts251
10Y AUM Change+$8.2B (+144.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees67
Clients per Employee4:1
10Y Employee Change+34 (+103.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.