Gresham Partners, Llc (Chicago) | Adviser Rankings
Gresham Partners, Llc Is a Large Advisory Firm Based in Chicago. It Manages $7.25 Billion of Regulatory Assets for 177 Client Accounts. It Has Been Registered...
Gresham Partners, LLC is a large advisory firm based in Chicago. It manages $7.25 billion of regulatory assets for 177 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of California, Florida, Illinois, and 4 other states.
Gresham Partners provides financial planning services, portfolio management for pooled investment vehicles, selection of other advisers, and various wealth management services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
Gresham Partners: assets under management
The assets under management (AUM) of Gresham Partners, LLC is $7.25 billion. The firm's AUM has grown by 477% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $4.61 billion in discretionary accounts and $2.64 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $85.3 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $21.48 million.
Gresham Partners has custody of $855.57 million in cash and securities for 134 clients in total but doesn’t act as a qualified custodian.
Investments
The firm invests in pooled investment vehicles the most. They account for 42% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 20% of the firm’s portfolio. Investments in exchange traded securities form 13% of the total invested assets.
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