{"url":"https://nivawealth.com/firms/gresham-partners-108668","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/108668","regulatoryAum":13802530029,"crd":"108668","secFileNumber":"801-54906","legalName":"Gresham Partners, LLC","displayName":"Gresham Partners","website":"http://www.greshampartners.com","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"333 W. Wacker Drive, Suite 700","city":"Chicago","state":"IL","stateName":"Illinois","country":"United States","postalCode":"60606"},"tradeNames":[],"registration":{"secApproved":"25 September 1997","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":67,"advisory":26,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":8417800627,"discretionaryAccounts":77,"nonDiscretionary":5384729402,"nonDiscretionaryAccounts":174,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"High-net-worth individuals","clients":197,"regulatoryAum":3222427035},{"label":"Pooled investment vehicles","clients":54,"regulatoryAum":10572607930},{"label":"Charitable organizations","clients":null,"regulatoryAum":7495064}],"fees":[],"feeNotes":[],"custodians":[{"name":"Fidelity","shortName":"Fidelity","location":"Boston, MA","smaAssets":2883524803}],"custodyNote":"Gresham Partners has custody of $2.86B for 197 clients.","otherCustodians":[],"leadership":[{"name":"Edward Neild","title":"Chief Executive Officer","crd":"1946501"},{"name":"David Salsburg","title":"President","crd":"1551038"},{"name":"Robert Nanney","title":"Chief Compliance Officer","crd":"5961868"},{"name":"Ben Beavers","title":"Founder","crd":"2267817"},{"name":"Matthew Bonaguidi","title":"Partner","crd":"4359600"},{"name":"David Colton","title":"Partner","crd":"2140629"},{"name":"Justin Gullman","title":"Partner","crd":"5743900"},{"name":"Kim Kamin","title":"Partner","crd":"6289038"},{"name":"Steven Loman","title":"Partner","crd":"4844176"},{"name":"Linda Morava","title":"Partner","crd":"2707005"},{"name":"Gregory Schneiderman","title":"Partner","crd":"3262684"},{"name":"Joseph Simpson","title":"Partner","crd":"2499393"},{"name":"Leisa Storbeck","title":"Partner","crd":"6773973"},{"name":"Sean Warrington","title":"Partner","crd":"7246117"}],"ownership":[{"label":"Matthew Bonaguidi","detail":"Partner in the 5% to 10% ownership band and a control person, since January 2004."},{"label":"David Salsburg","detail":"President in the 10% to 25% ownership band and a control person, since October 1997."},{"label":"Edward Neild","detail":"Chief executive officer in the 10% to 25% ownership band and a control person, since November 2007. Also a managing member of Edward Neild in the 75% or more band and a control person, since January 2013."},{"label":"Linda Morava","detail":"Partner in the 5% to 10% ownership band and a control person, since January 2008."},{"label":"Sleeping Bear, LLC","detail":"Member in the 10% to 25% ownership band and a control person, since January 2013."},{"label":"David Colton","detail":"Partner in the 5% to 10% ownership band and a control person, since January 2013."},{"label":"Kim Kamin","detail":"Partner in the 5% to 10% ownership band and a control person, since January 2016."},{"label":"Joseph Simpson","detail":"Partner in the 5% to 10% ownership band and a control person, since January 2013."},{"label":"Leisa Storbeck","detail":"Partner in the 10% to 25% ownership band and a control person, since January 2017."},{"label":"Gregory Schneiderman","detail":"Partner in the 5% to 10% ownership band and a control person, since January 2018."},{"label":"Sean Warrington","detail":"Partner in the 5% to 10% ownership band and a control person, since January 2020."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"2601 South Bayshore Drive","city":"Miami"}]},{"state":"Illinois","offices":1,"addresses":[{"street":"333 W. Wacker Drive, Suite 700","city":"Chicago","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"312-960-0200","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)","Performance-based fees"],"activities":["Financial planning services","Portfolio management for pooled investment vehicles (other than investment companies)","Selection of other advisers (including private fund managers)","Other"],"financialPlanningClients":"101-250","assetMix":[{"label":"Exchange-traded equity securities","percent":62},{"label":"U.S. state and local bonds","percent":6},{"label":"Securities issued by registered investment companies or business development companies","percent":3},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":4},{"label":"Cash and cash equivalents","percent":24}],"privateFunds":53},"sources":{"adv1FilingDate":"16 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/108668/PDF/108668.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Gresham Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Gresham Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Gresham Partners use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Gresham Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Gresham Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Gresham Partners?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Gresham Partners get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}