Gresham Partners, LLC

Gresham Partners, LLC (CRD# 108668) is a financial advisory firm headquartered in Chicago, IL. They manage $9,527,145,166 in 232 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    9,527
    MILLION
  • Total Number of Accounts
    232
    ACCOUNTS
  • Average Account Value
    $41,065,281
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, IL, LA, MI, NY, TX

Financial Advisors at Gresham Partners, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Matthew S. Bonaguidi
CRD#: 4359600
333 W. Wacker Drive, Suite 700, Chicago, IL 60606

Matthew Bonaguidi (CRD# 4359600) is an Investment Advisor Representative working at Gresham Partners, LLC in Chicago, IL and has over 24 years of experience in the finance industry.

2
Gregory D. Schneiderman
CRD#: 3262684
333 West Wacker Drive, Suite 700, Chicago, IL 60606

Gregory Schneiderman (CRD# 3262684) is an Investment Advisor Representative working at Gresham Partners, LLC in Chicago, IL and has over 21 years of experience in the finance industry.

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