SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Gresham Partners, LLC
Chicago, IL
CRD 108668
Firm filing updated July 16, 2026 ·
- $13.8BAssets
- 26Advisory staff
- 251Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Performance-based feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- High net worth individuals197
- Pooled vehicles54
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 197 | $3.2 billion |
| Pooled investment vehicles (other than investment companies and business development companies) | 54 | $10.6 billion |
| Charitable organizations | Fewer than 5 clients | $7.5 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisors (including private fund managers)
See all 4 services
- Other: "VARIOUS WEALTH MANAGEMENT SERVICES"
- Financial planning services
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisors (including private fund managers)
- Other: "VARIOUS WEALTH MANAGEMENT SERVICES"
Assets and accounts
- Regulatory assets$13.8 billion
- Accounts251
- Discretionary$8.4 billion · 77 accounts
- Non-discretionary$5.4 billion · 174 accounts
People
- Employees67
- Advisory staff26
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients101 to 250
Advisors
1 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 108668, SEC file 801-54906.
- Registered with the SEC as an investment advisor (status date on record: September 25, 1997).
Is Gresham Partners, LLC a fiduciary?
Short answer: Gresham Partners, LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.