Gresham Partners, LLC

Overview

Gresham Partners, LLC is an independent, SEC-registered investment advisory firm that operates as a limited liability company and positions itself as a capital allocator for both individual/family and institutional clients. The firm offers a mix of fee arrangements — percentage of AUM, fixed fees, and performance-based fees — and provides financial planning, portfolio management for pooled investment vehicles, and selection of external advisers. It also serves as sponsor, general partner, and managing member on pooled vehicles it advises. Gresham is included on Barron’s Top 100 RIA Firms lists for 2023, 2024, and 2025. The firm does not characterize itself as an active ESG investor in its filings.

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Public Holdings

Investments & Alternatives

Location & Offices