GRESHAM PARTNERS, LLC
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GRESHAM PARTNERS, LLC
(CRD# 108668)
is an SEC-Registered Investment Advisor (RIA), headquartered in
Chicago, IL.
The SEC approved the firm to operate as an RIA in
Sep 1997.
In
Mar 2019,
the firm reported total Regulatory Assets Under Management (RAUM) of
$7.2 Billion,
with discretion over
64%
of those assets.
Pooled investment vehicles (Private Funds) account for
72%
of RAUM.
Non-US investors represent
0%
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GRESHAM PARTNERS, LLC
also reported in
Mar 2019
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42
employees,
with
18
performing advisory functions.
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A total of 2 office locations.
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No registrations with foreign financial regulatory authorities.
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Operation as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
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GRESHAM PARTNERS, LLC has no disclosure events reported to the SEC at this time.
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GRESHAM PARTNERS, LLC has Notice Filings with the following State Securities Authorities:
CA-Mar 2012, FL-Sep 2004, IL-Apr 2001, LA-Mar 2019, MI-Mar 20
, NY-Sep 2004, TX-Sep 2004
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from the SEC website and is believed to be
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