Gresham Partners, LLC
Chicago, IL·SEC-registered · CRD #108668
Gresham Partners, LLC is an SEC-registered investment advisory firm in Chicago, IL managing $14B across 425 client accounts, with 26 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$14B
Client accounts
425
Advisory staff
26
Fee model
Fee-based
How Gresham Partners, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
BEFORE YOU CALL GRESHAM PARTNERS, LLC
See how Gresham compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with Gresham Partners, LLC. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with Gresham Partners, LLC? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about Gresham Partners, LLC
How much does Gresham Partners, LLC manage?
Per its most recent SEC Form ADV filing (03/31/2026), Gresham Partners, LLC reports $14B in regulatory assets under management across roughly 425 client accounts.
How does Gresham Partners, LLC charge?
Gresham Partners, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Gresham Partners, LLC a fiduciary?
Yes. Gresham Partners, LLC is registered with the U.S. Securities and Exchange Commission (CRD #108668), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Gresham Partners, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Gresham Partners, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Chicago, IL
Profile compiled from Gresham Partners, LLC's public SEC Form ADV filing (CRD #108668, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Gresham Partners, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Gresham Partners, LLC? Claim this profile.