GRESHAM PARTNERS, LLC

Overview

Gresham Partners, LLC is an independent registered investment adviser that acts as a capital allocator for wealthy individuals, families and institutional clients. The firm combines portfolio management for pooled vehicles with bespoke financial planning and the selection of third‑party managers. Gresham serves both discretionary and non‑discretionary mandates and runs sponsored pooled vehicles where it can act as sponsor, general partner or managing member. Investment activity is weighted toward public equities delivered through separately managed accounts and exchange‑traded vehicles, while a substantial portion of the firm’s platform is built around private funds and alternative strategies. Fee arrangements include percentage‑of‑AUM schedules, fixed fees and performance‑based fees, reflecting a mix of advisory, advisory‑plus‑management and fund sponsor relationships. Gresham has been recognized externally, appearing on Barron’s Top 100 RIA list for 2023, 2024 and 2025.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices