GRESHAM PARTNERS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $13.80B |
| Discretionary | $8.42B61% of AUM |
| Non-Discretionary | $5.38B |
| Client Accounts | 251 |
| Avg Account Size | $55.0M |
| Employees | 67 |
| Peak AUM | $13.80BMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $13.8B | +18.5% | +13.1% | +11.3% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $13.80B |
| Discretionary | $8.42B |
| Employees | 67 |
| Client Accounts | 251 |
| Client Range | 101-250 |
Contact & Location
Address
333 W. WACKER DRIVE
CHICAGO IL 60606
Phone
312-960-0200
Filing History
65 ADV Part 1 submissions
Fee Structure
% of AUMFixed FeesPerformance Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Institutional)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$8.4B
61.0% of AUM
Non-Discretionary
$5.4B
39.0% of AUM
Disc. mix ▼ 2.7pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Individuals
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Law Firm