SourcingSourcing

GRESHAM PARTNERS, LLC

C21
CRD 108668·SEC 801-54906·CHICAGO, IL
AUM
$13.80B
$1B+
Est. Revenue
$138.0M
@ 1% on AUM
Est. EBITDA
$41.4M
@ 30% margin
Est. Deal Value
$331.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GRESHAM PARTNERS, LLC
CRD
108668
SEC file #
801-54906
EIN
000000000
DBA names
—

Economics

AUM
$13.80B
AUM band
$1B+
AUM trajectory
'20'26
$7.25B → $13.80B▲ +90%
Client mix
Individuals High Net Worth197
Pooled Investment Vehicles54

Operations

Employees (total)
67
Advisory staff (per ADV)
26
Advisory staff (5-yr trend)
'20'26
18 advisors → 26 advisors▲ +44%
Primary office
CHICAGO IL
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — pooled vehiclesSelection of other advisersOther Advisory Services
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
greshampartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
NEILD, EDWARD, FAIRFAX
Top Owner Pct
17.5
Top Owner Entity Kind
I
Owner Count
15
Control Persons
NEILD, EDWARD, FAIRFAX
SALSBURG, DAVID, ADAM
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
GRESHAMPARTNERS.COM
Rdap Domain Creation Date
2002-08-30T19:45:08Z
Rdap Firm Age Years
24
Rdap Firm Age Band
20+y
Rdap Registrar
easyDNS Technologies Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001228825
Edgar Registered
Yes
Edgar Filing Count
22
Edgar First Filing Date
2003-04-23
Edgar Last Filing Date
2026-02-03
Edgar Form D Count
17
Edgar Form D Offerings
2026-02-032026-02-03 · 0000905148-26-000471
2025-02-032025-02-03 · 0001228825-25-000001
Edgar Former Names
Gresham Foreign Managers QP, L.P.
GRESHAM FOREIGN MANAGERS QP LP

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Fidelity14
Goldman Sachs6
Raymond James4
E*trade4
Morgan Stanley3
Edgar Addresses
Mailing
C/O GRESHAM ADVISORS, L.L.C.333 WEST WACKER DRIVE, SUITE 700CHICAGO, IL 60606
Business
C/O GRESHAM ADVISORS, L.L.C.333 WEST WACKER DRIVE, SUITE 700CHICAGO, IL 60606
Edgar EIN
000000000
Edgar Recent Filings
D/A2026-02-03 · 0000905148-26-000471
D/A2025-02-03 · 0001228825-25-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-08-30T19:45:29Z
Rdap Domain Last Changed
2025-08-15T13:20:06Z
Rdap Nameservers
Ns1.easydns.comNs2.easydns.comNs3.easydns.orgNs6.easydns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1946501
Trust Company Affiliate
No

People (14)

14
NEILD, EDWARD, FAIRFAX
Direct Owner · 17.5%
1946501
SALSBURG, DAVID, ADAM
Direct Owner · 17.5%
1551038
STORBECK, LEISA, WALTERS
Direct Owner · 17.5%
6773973
BONAGUIDI, MATTHEW, STEPHEN
IAR · Direct Owner · 7.5%
4359600
SCHNEIDERMAN, GREGORY, DAVID
IAR · Direct Owner · 7.5%
3262684
COLTON, DAVID, SCOTT
Direct Owner · 7.5%
2140629
KAMIN, KIM, ALISON
Direct Owner · 7.5%
6289038
MORAVA, LINDA, LEE
Direct Owner · 7.5%
2707005
SIMPSON, JOSEPH, CHARLES
Direct Owner · 7.5%
2499393
WARRINGTON, SEAN, RYAN
Direct Owner · 7.5%
7246117
BEAVERS, BEN, ALAN
Executive Officer · 2.5%
2267817
GULLMAN, JUSTIN, CHRISTOPHER
Executive Officer · 2.5%
5743900
LOMAN, STEVEN, GREGORY
Executive Officer · 2.5%
4844176
NANNEY, ROBERT, ALAN
Executive Officer · 2.5%
5961868