Gresham Partners, LLC - Investment Advisers

About Gresham Partners, LLC

Gresham Partners is one of the investment advisers in Illinois, based in Chicago. The firm manages $13.8 billion in regulatory assets and serves families with comprehensive wealth management services. With 67 employees, Gresham emphasizes independence as a cornerstone of its operations and develops unconventional investment strategies that prioritize client wealth growth and capital preservation rather than adherence to conventional benchmarks. The firm's service offerings span investment management, wealth transfer planning, and financial reporting. Gresham specializes in identifying uncommon investment themes and designing wealth transfer strategies tailored to each family's unique circumstances. As an investment adviser, the firm distinguishes itself through its focus on addressing complex financial needs while minimizing conflicts of interest that arise in more traditional advisory structures.

Key Facts

Assets Under Management

$13.8B

Employees

67

SEC File Number

801-54906