GP
GRESHAM PARTNERS, LLC
SEC RegisteredCHICAGO, ILhttps://greshampartners.com312-960-0200
Assets Under Management
$5B–$25B
Employees
67
Office Locations
2 offices
Total Accounts
251
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsPooled VehiclesState/Municipal
Services
Private funds / alternatives
HedgePrivate EquityReal Estate
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 197 | $3.2B |
| Pension/Profit Sharing Plans | 54 | $10.6B |
0 total clients reported on Form ADV.
Leadership
Ben A. Beavers
CHAIRMAN
David A. Salsburg
CHIEF OPERATING OFFICER
Matthew S. Bonaguidi
EXECUTIVE VICE PRESIDENT
Edward F Neild
PRESIDENT
Linda Lee Morava
EXECUTIVE VICE PRESIDENT
Kathleen Sinko Warner
CHIEF COMPLIANCE OFFICER
Wallace Lloyd Head
VICE CHAIRMAN
Llc C/o Edward F. Neild Sleeping Bear
PRESIDENT
David Scott Colton
EXECUTIVE VICE PRESIDENT
Trustee Simpson Family Trust Joseph Simpson
EXECUTIVE VICE PRESIDENT
Hok Joeng
EXECUTIVE VICE PRESIDENT
Office locations
2 offices in 2 states
IL
CHICAGOHQ
FL
MIAMI
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
CRD number
#108668
SEC Number
801-54906
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee / Performance-based
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
greshampartners.comPhone
312-960-0200Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. GRESHAM PARTNERS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.