GRESHAM PARTNERS, LLC other names

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Adviser Profile

As of Date:

04/01/2024

Adviser Type:

- Large advisory firm

Number of Employees:

68 6.25%

of those in investment advisory functions:

25 8.70%

Registration:

SEC, Approved, 9/25/1997

AUM:

10,381,704,421 8.97%

of that, discretionary:

6,979,774,263 6.62%

GAV:

7,519,059,552 0.96%

Avg Account Size:

45,137,845 9.92%

% High Net Worth:

79.74% 0.43%

SMA’s:

YES

Private Funds:

46 1

Contact Info

312 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
7B 6B 5B 4B 3B 2B 1B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

Quadrant snaffles Let’s Get Care to create home care giant
04/07/2021

Quadrant Private Equity is delving deeper into Australia’s home care sector via the acquisition of leading player Let’s Get Care.

afr.com

Aptech Ltd.
04/05/2021

Stocks: Real-time U.S. stock quotes reflect trades reported through Nasdaq only; comprehensive quotes and volume reflect trading in all markets and are delayed at least 15 minutes. International ...

Barrons

Sweat founders tap Gresham, Baird for buyer talks
03/24/2021

Street Talk can reveal the Sweat co-founders have mandated Australia’s Gresham Partners and its offshore affiliate, middle-market investment bank Baird, to ready the business for market and talk ...

afr.com

Here’s why the Payright (ASX:PYR) share price is soaring 9% today
03/23/2021

In a bid to support future operations, Payright has engaged with Gresham Partners. This partnership has allowed Payright to secure a $100 million wholesale warehouse facility. This follows a ...

fool.com.au


Private Funds Structure

Fund Type Count GAV
Hedge Fund 9 $5,311,449,388
Private Equity Fund 21 $1,727,455,972
Real Estate Fund 2 $13,216,776
Other Private Fund 14 $466,937,416

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Private Funds



Employees




Brochure Summary

Overview

Gresham is a Delaware limited liability company that has been registered with the SEC as an investment adviser since 1997, the year of its inception. Gresham provides investment and wealth planning services to ultra-high net worth individuals, their families and family households as well as their related trusts, estates, retirement plans, family offices, private trust companies, foundations and endowments and similar clients (“Client” or “Clients”) on a discretionary and non-discretionary basis. Gresham primarily provides Clients with integrated investment and other wealth planning and management services that include the creation of comprehensive investment, tax, wealth transfer, trust administration and philanthropic strategies tailored to each Client’s situation. Gresham also provides Clients with comprehensive asset and performance reporting, family member education, consulting regarding the operation of their family offices and private trust companies, and assistance obtaining and using other professional services provided by third parties. The Firm tailors the investment advice it provides to each of its Clients, and these Clients may impose reasonable restrictions on the ways in which their assets are managed. Gresham’s wholly owned subsidiary, Gresham Advisors, LLC, has structured partnerships that allow Clients of Gresham to access relatively diversified and carefully constructed pools of hedge funds and private equity and real asset funds managed by unaffiliated investment advisers (“Partnerships”). These Partnerships are only available to Gresham Clients and Gresham’s qualified Partners and employees. Investor-Only Clients invest directly in Gresham’s Partnerships without receiving other wealth management,
consulting, or other advisory services. Investor-Only Clients include former Clients that remain invested in Gresham Partnerships. With respect to the Gresham Partnerships, the Firm is careful to abide by each Partnership’s investment mandates and all investment limitations and restrictions described in each Partnership’s confidential offering materials. Gresham has arranged with an unaffiliated third party, JTC Trust Company (Delaware) (“JTC”), to make trustee and trust administration services available to Clients under terms likely more favorable than these Clients could obtain on their own from JTC, including lower fees. Under this arrangement, which is referred to as Gresham Partners Trust Solutions® and for which Gresham has paid JTC a fee, Gresham helps Clients decide whether they want to utilize JTC’s services and, if they decide to do so, Gresham works with them and JTC to structure how the services will be delivered. Gresham does not receive any compensation as a result of Clients utilizing JTC’s services. As of December 31, 2022, Gresham exercised investment discretion over approximately $6,546,163,995 in the Gresham Partnerships and Client discretionary assets. The Firm provided non-discretionary investment advice on Client assets worth approximately $2,980,981,171. Therefore, Gresham’s total Regulatory Assets Under Management as of December 31, 2022, were approximately $9,527,145,166. Gresham is owned by the following Partners of the Firm: Ben A. Beavers Matthew S. Bonaguidi David S. Colton Kim A. Kamin Linda “Lee” Morava Edward “Ted” F. Neild, IV Nicole M. Perkins David A. Salsburg Gregory D. Schneiderman Joseph C. Simpson Leisa W. Storbeck Sean R. Warrington