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Steven Loman

Partner at Gresham Partners

Officer record from the firm’s Form ADVForm ADV filed 16 July 2026

Steven Loman is Partner of Gresham Partners, LLC, a Chicago investment adviser.

Role at Gresham Partners

Title on Schedule A
Partner
Control
Steven Loman is a control person of Gresham Partners.
Ownership
An individual ownership band is not available in the source record.
Tenure
Steven Loman has held the filed role since January 2024.

The firm

Gresham Partners, LLC
Chicago, IL

Form ADV filed 16 July 2026

$13.8B AUM251 clients26 advisers2 offices

Career on record

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Steven Loman is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Steven Loman
CRD
4844176
Firm
Gresham Partners, LLC
Record basis
Form ADV officer listing
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 Steve Loman as Partner & Investment Director and describes his work on portfolio-construction research and investment sourcing and evaluation. Official Gresham Partners biography

Education

Common questions

Where does Steven Loman work?

Steven Loman has been Partner of Gresham Partners, LLC since January 2024, and is a control person of the firm.

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

Leadership at Gresham Partners

Sources

  1. IAPD individual lookup, CRD 4844176. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  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 18 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 Steven Loman or Gresham Partners, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.