GRESHAM INVESTMENT MANAGEMENT LLC

RIASEC RegisteredEst. 2005

Total AUM

$8.6B

Discretionary

$8.6B

100% of AUM

Avg account

$407M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 134392
Registered since: April 13, 2005
Website: greshamllc.com
Custodians: SG AMERICAS SECURITIES, LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles47.57%
State / Municipal Government44.57%
Sovereign Wealth Funds6.13%
Other1.73%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Gresham Investment Management LLC operates as a hedge-fund–classified investment manager serving institutional clients. The firm functions as a sponsor and general partner and is active as a commodity pool operator/commodity trading adviser (CPO/CTA), managing pooled vehicles and providing portfolio management for businesses and institutions. Its compensation combines a percentage-of-assets model with performance-based fees, and it also provides selection-of-other-advisers services for pooled strategies. Gresham identifies as an active ESG investor, and its organizational structure is a limited liability company.