Text or WhatsApp(808) 600-9260

Home / Directory / United States / Illinois / Gresham Partners, LLC

Gresham Partners, LLC

Multifamily office listing in Chicago, Illinois, United States.

  • SEC-registered
  • Founded 1997
Regulatory AUM
$13.8 billion
Employees
67
Clients
101-250
Founded
1997

Independent investment and wealth management for ultra-high-net-worth families and family offices.1

Overview

Gresham Partners, LLC provides coordinated investment management, wealth planning, family office support and trust solutions for multigenerational families, family offices, foundations and endowments.5

The firm reports $13.8 billion in assets under management and more than 125 client families as of December 31, 2025.2

History

Gresham Partners was founded in 1997 and is 100 percent employee owned.1

Timeline

  1. 1997Gresham Partners was founded in 1997 and is 100 percent employee owned.
  2. 2025The firm reports $13.8 billion in assets under management and more than 125 client families as of December 31, 2025.

Leadership

Ted Neild serves as Partner, CEO and Chief Investment Officer. David Salsburg is Partner, Founder and President, while Ben Beavers is Partner, Founder and Chairman.3

Services

Investment management includes customized portfolio construction, access to limited-capacity managers and strategies, a multigenerational focus and the firm’s Strategic Purpose approach to diversification.4

Wealth planning takes a holistic view of family circumstances, including charitable giving, wealth transfer strategies, family education and family dynamics. Gresham also coordinates with attorneys, accountants and other advisers.4

Family office services address risk management, bookkeeping, bill pay, payroll, staffing, property management, in-home care, concierge health and private travel and aviation through a network of specialists.4

Trust Solutions supports fiduciary selection, trust administration coordination, fiduciary succession planning, directed trustees, asset protection trusts, silent trusts, 1031 exchange funds, international trustee services and executor services in select situations.4

What the firm offers

  • Investment management
  • Financial planning
  • Estate planning
  • Trust and fiduciary
  • Philanthropy
  • Family governance and education
  • Administration and bill pay
  • Risk and insurance
  • Cross-border planning

Client Focus

Gresham works with multigenerational families, family offices, foundations and endowments seeking coordinated investment management, wealth planning and family office support.5

Approach

The firm says its investment philosophy rejects conventional benchmark-centered thinking and seeks uncommon investment themes while emphasizing wealth growth and capital protection.2

By the numbers

Regulatory AUM by year$0K$3.8B$7.6B$11.4B$15.2B2016201720182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 108668. As of .
Regulatory assets under management
YearRegulatory AUMDiscretionaryNon-discretionary
2016$5.5 billion$3.1 billion$2.4 billion
2017$5.7 billion$3.3 billion$2.4 billion
2018$6.9 billion$4.2 billion$2.7 billion
2019$7.2 billion$4.6 billion$2.6 billion
2020$7.1 billion$5.2 billion$1.8 billion
2021$8.1 billion$6.0 billion$2.1 billion
2022$9.5 billion$7.3 billion$2.2 billion
2023$9.5 billion$6.5 billion$3.0 billion
2025$11.7 billion$7.4 billion$4.2 billion
2026$13.8 billion$8.4 billion$5.4 billion
Average AUM per client by year$0K$15M$30M$45M$60M20182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 108668. Regulatory AUM divided by the client count reported in Item 5D. Client types reported as fewer than 5 are not counted, so this is approximate. As of .
Average AUM per client
YearAverage AUM per client
2018$42 million
2019$41 million
2020$37 million
2021$41 million
2022$46 million
2023$41 million
2025$49 million
2026$55 million
Clients by type (2026)High net worth individuals197Pooled investment vehicles54
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 108668. "<5" means the firm reported fewer than 5 clients of that type. As of .
Clients by type
Client typeClients (2026)
High net worth individuals197
Pooled investment vehicles54
Employees by year0183755742016201720182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 108668. As of .
Employees reported on Form ADV
YearEmployees
201631
201733
201837
201942
202044
202147
202249
202364
202564
202667

Ranks #1 of 17 SEC-registered firms in IL on MultifamilyOffices.com by regulatory AUM.

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 108668. Ranking uses only firms profiled on MultifamilyOffices.com. As of .

FAQs

Who does Gresham Partners serve?

Gresham serves ultra-high-net-worth families and family offices.1 It also works with multigenerational families, foundations and endowments seeking coordinated investment management, wealth planning and family office support.5

What does Gresham’s family office support include?

Support can include risk management, bookkeeping, bill pay, payroll, staffing, property management, in-home care, concierge health and private travel and aviation.4

Is Gresham Partners registered with the SEC?

Gresham Partners, LLC is registered with the U.S. Securities and Exchange Commission under SEC file number 801-54906 and CRD number 108668.6

  • LocationMultifamily offices in Chicago

    Review this Chicago focused resource to see how multifamily offices structure investment management, financial planning, estate planning, and family services for affluent households. It can help a family or business owner frame questions about local coverage, fiduciary support, philanthropy, governance, and administration when evaluating an independent adviser.

  • Network siteEstatePlanner.com

    EstatePlanner.com offers practical guides on wills, trusts, and related estate planning decisions. A reader can use these materials to prepare for discussions about trusts and fiduciary services, family governance, philanthropy, and cross border planning, especially when wealth must pass across generations or jurisdictions.

  • Network siteFamilyOfficeDatabases.com

    FamilyOfficeDatabases.com provides databases covering family offices and investors. Those listings can help a prospective client understand the types of organizations serving wealthy families, identify firms with relevant client profiles, and develop comparison questions about investment management, administration, risk planning, and family education.

  • GuideData privacy and security with an MFO

    This MultifamilyOffices.com resource explains data privacy and security considerations when working with a multifamily office. It gives families and business owners topics to raise about handling financial records, bill pay, estate documents, insurance information, and communications across family members, advisers, and outside institutions.

  • Similar firmsEastgate Capital Advisors LLC
    Altman Advisors
    Cresset

    Profiles for Eastgate Capital Advisors LLC, Altman Advisors, and Cresset provide additional points of comparison on this site. Reading them alongside Gresham Partners' listed services can help a family or business owner assess differences in client focus, planning areas, investment offerings, and family office support.

Sources

  1. Gresham Partners named finalist for two 2026 wealth management industry awards
  2. Gresham Partners
  3. Gresham Partners talent
  4. How We Help
  5. Challenging the Conventional Wisdom of Manager Selection
  6. SEC Form ADV, Gresham Partners, LLC

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.

Ask Richard

Have a question about multifamily offices, fees or how to compare firms? Richard C. Wilson has run Family Office Club since 2007 and answers reader questions directly.

Send a question Text or WhatsApp (808) 600-9260