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Matthew Bonaguidi

Partner at Gresham Partners

Investment adviser registrationChicago, ILSEC record checked 17 October 2026

20
Years in the industry
20
Years at the firm
1
Adviser firms
1
State registrations

IAPD record retrieved 17 October 2026SEC record

Matthew Bonaguidi is Partner of Gresham Partners, LLC, a Chicago investment adviser managing $13.8B. Matthew Bonaguidi has been registered through Gresham Partners since 21 July 2006, has 20 years in the industry across 1 firm and has passed the Series 65.

Role at Gresham Partners

Title on Schedule A
Partner
Control
Matthew Bonaguidi is a control person of Gresham Partners.
Ownership
The filed direct ownership band is 5% to 10%.
Tenure
Matthew Bonaguidi has held the filed role since January 2004.

The firm

Gresham Partners, LLC
Chicago, IL

Form ADV filed 16 July 2026

$13.8B AUM251 clients26 advisers2 offices

Career on record

Matthew Bonaguidi has been registered through Gresham Partners since July 2006.

Firms and exams, newest first
  1. Gresham Partners, LLCCurrent
    – present · 20 years
    Chicago, IL · Adviser representative · Firm CRD 108668
  2. Passed Series 65 · 1999

Registrations and exams

Matthew Bonaguidi has a current investment-adviser registration in Texas and has passed 1 qualifying exam.

Texas21 July 2006
Scope
Investment adviser representative
Status
Approved, resident

Examinations

Series 6520 December 1999
Name
Uniform Investment Adviser Law Examination

Individual record

Full name
Matthew Stephen Bonaguidi
CRD
4359600
Firm
Gresham Partners, LLC
Registration status
Investment adviser registration
Office
333 W. WACKER DRIVE, SUITE 700, Chicago, IL 60606
Firm bio
greshampartners.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Gresham identifies Matt Bonaguidi as Partner & Advisor and describes his work in investment and wealth planning, tax, philanthropy, and estate planning. Official Gresham Partners biography

Education

  • Gresham lists a B.S. in Accounting from the University of Illinois and a JD from Illinois Institute of Technology Chicago-Kent College of Law.Official Gresham Partners biography

Common questions

Where does Matthew Bonaguidi work?

Matthew Bonaguidi has been Partner of Gresham Partners, LLC since January 2004, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 16 July 2026

Is Matthew Bonaguidi a financial advisor?

Yes. Matthew Bonaguidi has a current investment-adviser registration in Texas, through Gresham Partners since July 2006, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

How many years of experience does Matthew Bonaguidi have?

Matthew Bonaguidi has worked in the financial industry for 20 years as of 17 October 2026, counted from 21 July 2006, across 1 adviser firm.

Source: IAPD individual record, checked 17 October 2026

What exams has Matthew Bonaguidi passed?

Matthew Bonaguidi passed the Series 65 in December 1999.

Source: IAPD individual record, checked 17 October 2026

Where is Matthew Bonaguidi based?

Matthew Bonaguidi’s registered office is in Chicago, IL.

Source: IAPD individual record, checked 17 October 2026

Leadership at Gresham Partners

Sources

  1. IAPD individual record, CRD 4359600. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Gresham Partners, LLC, filed 16 July 2026. Title, control and ownership bands.
  3. Gresham Partners team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Matthew Bonaguidi or Gresham Partners, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.