Gresham Partners, Llc
- Regulatory AUM
- $13.8B
- Discretionary
- $8.4B
- Clients
- 251
- Avg AUM / client
- $55.0M
- Accounts
- 251
- Employees
- 67
AUM over time
Annual snapshots from Form ADV filings · as of Jul 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 197 | $3.2B | 23.3% |
| Pooled investment vehicles (non-investment companies) | 54 | $10.6B | 76.6% |
| Charitable organizations | Fewer than 5 clients | $7.5M | 0.05% |
Private funds (46)
View all →Reported in Form ADV Section 7.B.(1), filing of Apr 2024 · $7.9B combined gross assets
People (14)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Salsburg, David, Adam | President | Oct 1997 (29y) | 10% – 25% | |
| Matthew Stephen Bonaguidi | Partner | Jan 2004 (23y) | 5% – 10% | |
| Beavers, Ben, Alan | Founder | Nov 2007 (19y) | Less than 5% | |
| Neild, Edward, Fairfax | Chief Executive Officer | Nov 2007 (19y) | ≈ 7.5% – 25% via Neild, Edward, Fairfax | |
| Morava, Linda, Lee | Partner | Jan 2008 (19y) | 5% – 10% | |
| Colton, David, Scott | Partner | Jan 2013 (14y) | 5% – 10% | |
| Simpson, Joseph, Charles | Partner | Jan 2013 (14y) | 5% – 10% | |
| Kamin, Kim, Alison | Partner | Jan 2016 (11y) | 5% – 10% | |
| Storbeck, Leisa, Walters | Partner | Jan 2017 (10y) | 5% – 10% | |
| Gregory David Schneiderman | Partner | CFA | Jan 2018 (9y) | 5% – 10% |
| Warrington, Sean, Ryan | Partner | Jan 2020 (7y) | 5% – 10% | |
| Nanney, Robert, Alan | Chief Compliance Officer | Jun 2020 (6y) | Less than 5% | |
| Perkins, Nicole, Maria | Partner | Sep 2021 (5y) | 5% – 10% | |
| Loman, Steven, Gregory | Partner | Jan 2024 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Sleeping Bear, Llc | Member | Jan 2013 | A | 10% – 25% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Neild, Edward, Fairfax: 75% – 100% of Neild, Edward, Fairfax × 10% – 25% direct ≈ 7.5% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (46, $7.9B gross assets)
Top 25 of 46 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/16/2026 | 11.1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Fidelity $2.9B (21% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 16, 2026.
View current Form ADV (SEC/IAPD) ↗