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 12/31/15. The fund's latest filing disclosed 73MM in positions, representing 2% of the manager's regulatory AUM.

GRESHAM PARTNERS LLC StockAlpha

-3.3%
Top 25%
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Fundamental & Technical Factor Exposure

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GRESHAM PARTNERS LLC Since Last Filing Return Details

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FEATURED IN
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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
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Auditor Pro
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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 PARTNERS LLC Portfolio Concentration

GRESHAM PARTNERS LLC Location

333 W. WACKER DRIVE
SUITE 700
CHICAGO, Illinois
UNITED STATES, 60606

GRESHAM PARTNERS LLC Contact Information

Phone Number: 312-960-0200
Fax Number: 312-960-0204
Website:

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