GRESHAM PARTNERS LLC Overview
Gresham Partners Llc is an investment advisor that manages 4.8 BN dollars in regulatory AUM and has 29 employees, of which 14 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/14 to 03/31/20. The fund's latest filing disclosed 26MM in positions, representing 1% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 03/31/20. The fund's latest filing disclosed 26MM in positions, representing 1% of the manager's regulatory AUM.
GRESHAM PARTNERS LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
GRESHAM PARTNERS LLC Since Last Filing Return Details
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FEATURED IN
GRESHAM PARTNERS LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Ben A. Beavers | Chairman | November-2007 |
| David A. Salsburg | Executive Vice President | October-1997 |
| Matthew S. Bonaguidi | Executive Vice President | January-2004 |
| Edward F. Neild | President | November-2007 |
| Linda L. Morava | Executive Vice President | January-2008 |
| Kathleen S. Warner | Chief Compliance Officer | September-2011 |
| Wallace L. Head | Vice Chairman | April-2012 |
| David S. Colton | Executive Vice President | January-2013 |
| Hok Joeng | Executive Vice President | January-2013 |
| Kenneth A. Davis | Chief Operating Officer | January-2015 |
GRESHAM PARTNERS LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Administrator | Pro |
| Administrator | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
GRESHAM PARTNERS LLC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Gresham develops customized investment recommendations for each Individual Client based on a variety of factors, including the client’s net worth, investment objectives, risk tolerance, tax status, liquidity requirements, and wealth transfer or philanthropic goals. The Company typically organizes several meetings with each new Individual Client before developing an investment policy statement and recommended asset allocation. Gresham works carefully to understand each Individual Client’s risk tolerance, but clients should understand that all investing involves a risk of loss.
The Company conducts extensive initial and ongoing due diligence on the underlying managers that are chosen for the Gresham Funds. Gresham’s due diligence includes, among other things, reviews of investment strategies, risk monitoring, legal documents, and third party service providers. Most i...
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Gresham develops customized investment recommendations for each Individual Client based on a variety of factors, including the client’s net worth, investment objectives, risk tolerance, tax status, liquidity requirements, and wealth transfer or philanthropic goals. The Company typically organizes several meetings with each new Individual Client before developing an investment policy statement and recommended asset allocation. Gresham works carefully to understand each Individual Client’s risk tolerance, but clients should understand that all investing involves a risk of loss.
The Company conducts extensive initial and ongoing due diligence on the underlying managers that are chosen for the Gresham Funds. Gresham’s due diligence includes, among other things, reviews of investment strategies, risk monitoring, legal documents, and third party service providers. Most i...
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GRESHAM PARTNERS LLC Portfolio Concentration
GRESHAM PARTNERS LLC Location
333 W. WACKER DRIVE
SUITE 700
CHICAGO, Illinois
UNITED STATES, 60606
SUITE 700
CHICAGO, Illinois
UNITED STATES, 60606
GRESHAM PARTNERS LLC Contact Information
Phone Number: 312-960-0200
Fax Number: 312-960-0204
Website: http://www.greshampartners.com
Fax Number: 312-960-0204
Website: http://www.greshampartners.com
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