GRESHAM PARTNERS, LLC
SEC RegisteredA different approach to managing wealth.
About the firm
Gresham Partners is an independent wealth management firm managing $13.8 billion in assets for over 125 client families. The firm offers investment management, wealth planning, family office services, and trust solutions, emphasizing independence and an unconventional approach to investing.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, wealth planning, family office services, trust solutions, reporting, and advisor collaboration, including tax-optimized investment solutions and legacy planning.
Who they serve
High-net-worth families and families with significant wealth, including those with complex wealth planning, wealth transfer, and philanthropic goals.
| 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
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $25 million | 0.75% |
| Next $25 million | 0.50% |
| Over $50 million | 0.30% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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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.