Gresham Partners
Gresham Partners is a Chicago-based, privately held boutique founded in 1997 that provides investment management and wealth planning services to clients, with a stated investment approach of outperforming market indices by ignoring them.
- Company typePrivate
- Founded1997
- HeadquartersChicago, United States
- Headcount51–100
- GTM typeB2C
- OfferingServices
What Gresham Partners does
Gresham Partners is a privately held, for-profit investment management and wealth planning firm headquartered in Chicago, Illinois. The firm was founded in 1997 and operates with a headcount of 51–100 employees, positioning it as a boutique player in the U.S. private wealth segment. Its stated focus is investment management and wealth planning services for clients who, based on the firm's investment approach, are served by a small team of named professionals such as Ted Neild, an investment professional whose publicly described philosophy is to ignore market benchmarks in pursuit of outperformance.
Gresham Partners firmographics
Firmographics- Name
- Gresham Partners
- Website
- https://greshampartners.com
- Company type
- Private
- Founded year
- 1997
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Gresham Partners is a Chicago-based, privately held boutique founded in 1997 that provides investment management and wealth planning services to clients, with a stated investment approach of outperforming market indices by ignoring them.
- Ownership category
- akta.pro rank
Where Gresham Partners is headquartered
LocationHeadquarters
- HQ city
- Chicago
- HQ country
- United States
- HQ region
- North America
Markets served
Gresham Partners business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Gresham Partners product offering
Product offeringCore offering
Gresham Partners is a private wealth management firm that provides investment management and wealth planning services. The firm employs an investment approach explicitly designed to outperform broad market index returns, advising clients from its Chicago base. In addition to its core advisory practice, the firm engages in corporate advisory work, including representing clients in the sale of investment management businesses.
Differentiator
Problem solved
Functional benefit
Products and services
- Investment Management
Companies that use Gresham Partners
Customer profileIdeal customer profiles2 records
Gresham Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Gresham Partners partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- One Investment GroupcoreGresham Partners is seeking suitors for One Investment Group, suggesting an advisory or brokerage relationship. The nature of the engagement appears to be facilitating a sale or strategic transaction for One Investment Group.
Recent moves1 record
Expansion highlights2 records
Gresham Partners competitors and assessment
Company assessmentBroad incumbents
- Northern Trust: Large publicly traded financial institution headquartered in Chicago offering wealth management, investment management, and trust services. Comparable in Chicago base, wealth management focus, and target HNW/UHNW clients, but at far greater scale.
- Baird (Wealth Management): Employee-owned financial services firm with a major wealth management division serving individuals, families, and institutions. Comparable in private ownership structure and wealth management focus, though broader in scope and larger in scale.
Direct peers
- Pathstone: Independent, employee-owned wealth management firm providing investment advisory, family office, and trust services to ultra-high-net-worth families. Comparable in mid-size scale and private ownership.
- Bessemer Trust: Privately held multi-family office providing investment management, wealth planning, and advisory services to ultra-high-net-worth families. Highly comparable to Gresham in target client segment, service mix, and private ownership structure.
- Moneta Group: Independent, employee-owned RIA providing fee-only investment management and financial planning to high-net-worth individuals. Comparable in private ownership, advisor-led model, and wealth planning plus investment management offering.
- Glenmede: Private investment and wealth management firm serving families, foundations, and endowments. Comparable in size, target clientele, and integrated investment advisory plus wealth planning model.
- Clearstead: Independent, employee-owned investment advisory firm providing wealth management, institutional consulting, and family office services. Comparable in private ownership and broad investment advisory offering to HNW families.
- Brown Brothers Harriman (Wealth Management): Private partnership offering investment management and wealth planning to families and institutions. Comparable in private, multi-generational orientation, integrated investment and wealth advisory model, and lack of public-market listing.
- Diversified Trust: Private, employee-owned wealth management firm providing investment management and trust services to families and institutions. Comparable in size, private structure, and integrated investment and wealth advisory model.
Regional players
- Marquette Associates: Chicago-based independent investment consulting and advisory firm serving institutional and private wealth clients. Comparable in Chicago presence and investment advisory focus, with some overlap in client segments.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat2 records
Key risks4 records
Key highlights5 records
Customer concentration
Gresham Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
Gresham Partners leadership team
Management profileNumber of profiles
Profiles1 record
Gresham Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Gresham Partners M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Gresham Partners
What does Gresham Partners do?
Gresham Partners is a private wealth management firm that provides investment management and wealth planning services. The firm employs an investment approach explicitly designed to outperform broad market index returns, advising clients from its Chicago base. In addition to its core advisory practice, the firm engages in corporate advisory work, including representing clients in the sale of investment management businesses.
Is Gresham Partners a public or private company?
Gresham Partners is a private company. It is classified as unknown and is currently operating.
When was Gresham Partners founded?
Gresham Partners was founded in 1997. It employs 51 to 100 people.
Where is Gresham Partners based?
Gresham Partners is headquartered in Chicago, United States, in the North America region.
Who are Gresham Partners's main competitors?
Broad incumbents on record are Northern Trust and Baird (Wealth Management). Direct peers are Pathstone, Bessemer Trust, Moneta Group, Glenmede, Clearstead, Brown Brothers Harriman (Wealth Management) and Diversified Trust. Marquette Associates is listed as a regional player.
Does Gresham Partners have an API?
No public API is recorded for Gresham Partners.