Gresham Partners

333 W. Wacker Drive

Suite 700

Chicago, IL 60606

312-960-0200

greshampartners.com

Asset Breakdown

Total AUM Total Accounts Avg. Account AUM
Discretionary $3,268,654,658 141 $23,181,948
Non-discretionary $2,381,778,108 755 $3,154,673
Total $5,650,432,766 896 $6,306,287

Staff

Employees 33

Clients

High-net-worth individuals 76-99%
Financial planning clients N/A

Clients

High-net-worth client assets Up to 75%

Compensation

Percentage of assets under management Yes
Hourly charges No
Subscription fees No
Fixed fees Yes
Commissions No
Performance-based fees Yes