Clients
Gresham Partners serves 251 clients, 197 of them high-net-worth individuals. The average client has about $55 million with the firm, and high-net-worth clients hold 23% of its $13.8 billion in assets.
- High-net-worth individuals197 clients23%
- Pooled investment vehicles54 clients77%
- Charitable organizations0%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 197 | $3,222,427,035 | 23.3% | $16.4M |
| Pooled investment vehicles | 54 | $10,572,607,930 | 76.6% | $195.8M |
| Charitable organizations | Not reported | $7,495,064 | 0.1% | — |
| Total | 251 | $13,802,530,029 | 100% | $55.0M |
- Clients
- 197
- Regulatory AUM
- $3,222,427,035
- Share
- 23.3%
- Avg. per client
- $16.4M
- Clients
- 54
- Regulatory AUM
- $10,572,607,930
- Share
- 76.6%
- Avg. per client
- $195.8M
- Clients
- Not reported
- Regulatory AUM
- $7,495,064
- Share
- 0.1%
- Avg. per client
- —
Total
- Clients
- 251
- Regulatory AUM
- $13,802,530,029
- Share
- 100%
- Avg. per client
- $55.0M
What it does
Gresham Partners provides financial planning, portfolio management for pooled vehicles, selecting other managers and other activities. It is paid through a percentage of assets, fixed fees and performance-based fees.
Gresham Partners provided financial planning to 101–250 clients last fiscal year and advises 53 private funds.
61.0% of assets ($8.42B across 77 accounts) are managed with discretion; $5.38B across 174 accounts are not. 0% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks62%
- Funds7%
- Pooled vehicles4%
- Registered funds3%
- Bonds6%
- Cash24%
Filed values cover 99%. The neutral 1% gap has no reported category.
Custodians
Gresham Partners’ client accounts are held mainly at Fidelity, with 21% of managed assets. Gresham Partners has custody of $2.86B for 197 clients.
- FidelityFidelity · Boston, MA · $2.88B21%
- All other custodians$10.92B79%
Ownership and leadership
Edward Neild is CEO of Gresham Partners.
- Owns 10% to 25% of Gresham Partners, LLC
David Salsburg
Control person · since October 1997
- Owns 10% to 25% of Gresham Partners, LLC
Edward Neild
Control person · since November 2007
- Owns 10% to 25% of Gresham Partners, LLC
Sleeping Bear, LLC
Control person · since January 2013
- Owns 10% to 25% of Gresham Partners, LLC
Leisa Storbeck
Control person · since January 2017
- Owns 5% to 10% of Gresham Partners, LLC
Matthew Bonaguidi
Control person · since January 2004
- Owns 5% to 10% of Gresham Partners, LLC
Linda Morava
Control person · since January 2008
- Owns 5% to 10% of Gresham Partners, LLC
David Colton
Control person · since January 2013
- Owns 5% to 10% of Gresham Partners, LLC
Kim Kamin
Control person · since January 2016
- Owns 5% to 10% of Gresham Partners, LLC
Joseph Simpson
Control person · since January 2013
- Owns 5% to 10% of Gresham Partners, LLC
Gregory Schneiderman
Control person · since January 2018
- Owns 5% to 10% of Gresham Partners, LLC
Sean Warrington
Control person · since January 2020
Leadership
- Edward NeildChief Executive Officer
- David SalsburgPresident
- Robert NanneyChief Compliance Officer
- Ben BeaversFounder
- Matthew BonaguidiPartner
- David ColtonPartner
- Justin GullmanPartner
- Kim KaminPartner
- Steven LomanPartner
- Linda MoravaPartner
- Gregory SchneidermanPartner
- Joseph SimpsonPartner
- Leisa StorbeckPartner
- Sean WarringtonPartner
Staff
- 67 employees
- 26 in advisory functions
- 1 state-registered rep
Fees
Gresham Partners is paid through a percentage of assets under management, fixed fees (other than subscription fees) and performance-based fees.
Gresham Partners’ fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Gresham Partners has 1 office, with 2 listed addresses across 2 states.
Florida · 1 listed address
- 2601 South Bayshore Drive, Miami
Illinois · 1 listed address
- 333 W. Wacker Drive, Suite 700, ChicagoHQ
Registration details
- Legal name
- Gresham Partners, LLC
- Headquarters
- 333 W. Wacker Drive, Suite 700, Chicago, IL 60606
- Phone
- 312-960-0200
- Website
- www.greshampartners.com
- SEC file
- 801-54906
- Structure
- Delaware LLC
- Fiscal year end
- December
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. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Gresham Partners have?
Gresham Partners has 251 clients and manages $13.8 billion for them, as of July 2026. They include 197 high-net-worth individuals and 54 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 July 2026
What services does Gresham Partners offer?
Gresham Partners provides financial planning, portfolio management for pooled vehicles, selecting other managers and other activities.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Gresham Partners use?
Gresham Partners’ separately managed account assets are held at Fidelity (Boston, MA), with $2,883,524,803. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 July 2026
How many financial advisors does Gresham Partners have?
Gresham Partners has 1 investment adviser representatives registered with state securities authorities, out of 67 employees, and 26 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Gresham Partners invest in?
At the end of its last fiscal year, Gresham Partners’ separately managed accounts held 62% exchange-traded equities, 24% cash and equivalents, 6% state and local bonds, 4% pooled vehicles (private funds and similar) and 3% registered funds (mutual funds, ETFs, BDCs). It advises 53 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Gresham Partners?
Gresham Partners’ direct owners are Matthew Bonaguidi, David Salsburg, Edward Neild, Linda Morava, Sleeping Bear, LLC, David Colton, Kim Kamin, Joseph Simpson, Leisa Storbeck, Gregory Schneiderman and Sean Warrington, each holding 25% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 16 July 2026
How does Gresham Partners get paid?
Gresham Partners is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file