Private fund adviser · Chicago, IL
Gresham Partners, LLC
SEC-registered investment adviser · CRD 108668 · SEC 801-54906
At a glance
Gresham Partners, LLC is an SEC-registered investment adviser based in Chicago, Illinois, with $13.8 billion in regulatory assets under management as of its Form ADV filed July 16, 2026. Its largest client group by assets is pooled investment vehicles, and it reports 197 individual clients. By Form ADV it is a private fund adviser, ranked 489th of 4,686 private fund advisers and 1,107th of 17,210 SEC-registered advisers by assets.
Main office 312-960-0200greshampartners.comAs filed on Form ADV
- Regulatory AUM
- $14B
- Rank among private fund advisers
- #489 of 4,686
- Rank among all SEC RIAs
- #1,107 of 17,210
- Rank in Illinois
- #62 of 684
- Individual clients
- 197
- High-net-worth clients
- 197
- Accounts
- 251
- Discretionary
- 61% of AUM
- Employees
- 67
- Advisory staff
- 26
- Offices
- 2
Owners and executives on its Form ADV
- Matthew S. BonaguidiPartner
- Ben A. BeaversFounder
- David A. SalsburgPresident
- Edward F. NeildChief Executive Officer
- Linda L. MoravaPartner
- David S. ColtonPartner
- Kim A. KaminPartner
- Joseph C. SimpsonPartner
- Leisa W. StorbeckPartner
- Gregory D. SchneidermanPartner
- Sean R. WarringtonPartner
- Robert A. NanneyChief Compliance Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 54 | $11B | 77% |
| High-net-worth individuals | 197 | $3.2B | 23% |
| Charitable organizations | – | $7M | <1% |
Private funds
Gresham Partners, LLC reports 53 private funds with $11B in gross assets: hedge funds, private equity funds, real estate funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Gresham Partners, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for pooled investment vehicles
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗greshampartners.com ↗
AtlasMembers
The full record on Gresham Partners, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 851 peers of its type and size
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- Owners and executives, with titles and stakes
- 14 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Gresham Partners, LLC manage?
Gresham Partners, LLC reports $13.8 billion in regulatory assets under management across 251 accounts, 61% of it on a discretionary basis, on its Form ADV filed July 16, 2026.
What kind of firm is Gresham Partners, LLC?
Gresham Partners, LLC is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Gresham Partners, LLC’s clients?
By assets, its largest client types are pooled investment vehicles ($10.6 billion, 54 clients); high-net-worth individuals ($3.2 billion, 197 clients); charitable organizations ($7 million).
Does Gresham Partners, LLC manage private funds?
Yes. It reports 53 private funds with $10.7 billion in gross assets, including hedge funds, private equity funds, real estate funds, other private funds.
Does Gresham Partners, LLC have any disciplinary history?
Gresham Partners, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Gresham Partners, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-16), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →