Summary
Gresham Partners LLC
Founded in 1997
Description
Gresham Partners is an independent investment and wealth management firm that has been serving select families and family offices as a multi family office and an outsourced chief investment officer for nearly a quarter of a century. Today, we manage or...
Strengths
- Gresham Partners LLC has a strong market share in their industry
Weaknesses
- Revenue generated per employee is less than the industry average
- Revenue growth is less than the industry average
- The number of employees is not growing as fast as the industry average
- Variance of revenue growth is more than the industry average
- Since Gresham Partners LLC was founded, the company has experienced slower revenue growth than the industry average
- Web traffic rankings are worse than the industry average
Annual Revenue
Gresham Partners LLC's annual revenue
$10228000
Based on Kona Equity data
-
Revenue per employee
$262256
-
Variance of revenue growth
0.26
-
Annual revenue growth since founding
$378814
-
Revenue growth rate from first known quarter to current
21.8%
Employee Count
39 employees
-
Employee growth rate from first known quarter to current
9.5%
Executives
Joseph Simpson
Principal
j**@greshampartners.comMeredith Mendes
Chief Operating Officer
m**@greshampartners.comRobert Nanney
Chief Compliance Officer
r**@greshampartners.comEdward Neild
President & Chief Investment Officer
e**@greshampartners.comBeau Feeny
Assistant VP, Manager, Business Analysis
b**@greshampartners.comAakash Kohli
Associate Director, Debt Advisory
a**@greshampartners.comMatthew Bonaguidi
Executive Vice President
m**@greshampartners.comKathy Warner
Chief Compliance Officer
k**@greshampartners.comSebastien Mckenna
Managing Director, Co-Head of Debt Advisory
s**@greshampartners.comDavid Salsburg
Client Service Founder & Director
d**@greshampartners.comOksana Dlougatch
Manager, Finance
o**@greshampartners.comAllison Lurie
Manager, Client Services
a**@greshampartners.comG Score - 1
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G1 Revenue is greater than the industry median.
Web Analysis
-
Rank
6.34 M
-
Page views per visitor
1.0
-
Daily time
-
Location
Unlock unlimited leads
Key Information
- Name: Gresham Partners LLC
- Category: Investment management
- Industry: Financial Planner
- SIC: 62; 628
- NAICS: 523; 52311
See similar companies
-
By City Chicago Small Financial Planner in Chicago Mid-size Financial Planner in Chicago Investment management in Chicago Small Investment management in Chicago Mid-size Investment management in Chicago
-
By State IL Small companies in IL Investment management in IL Small Investment management in IL Mid-size Investment management in IL Small Financial Planner in IL Mid-size Financial Planner in IL
-
By Category Investment management Small Investment management Mid-size Investment management
-
By Industry Financial Planner Small Financial Planner Mid-size Financial Planner Investment management and Financial Planner
-
Firmographic data G Score of 1 Founded in 1997 SIC: 62 SIC: 628 NAICS: 523 NAICS: 52311 #Investment Banking #Finance
Frequently Asked Questions
Gresham Partners LLC's headquarters are located at 333 W. Wacker Dr. Ste. 700 STE 700 Chicago, IL 60606.
Gresham Partners LLC's official website is greshampartners.com
Gresham Partners LLC's annual revenue is $10.2 M.
Gresham Partners LLC's SIC: 62; 628
Gresham Partners LLC's NAICS: 523; 52311.
Gresham Partners LLC has 39 employees
Gresham Partners LLC is in the industry of Investment management.
