DFX Intelligence
Venture Capital Intelligence
Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.
Firms / Gresham Partners, LLC
Gresham Partners, LLC
Private equity with venture activity · probableChicago, ILgreshampartners.comSEC registered investment adviser
Gresham's unconventional approach to investing generates exceptional results for a select group of clients. See what makes Gresham different.
registered adviser; venture funds are 0% of 46 private funds
Importance
48
elevated
Active deployment
0
low
Emerging
0
low
Completeness
63
high
Freshness
100
high
Research priority
9
low
Identity and regulatory footprint
- Headquarters
- Chicago, ILadviserinfo.sec.gov
- Office address
- 333 W. WACKER DRIVE, SUITE 700, Chicago, IL, 60606adviserinfo.sec.gov
- Business phone
- 312-960-0200adviserinfo.sec.gov
- SEC adviser type
- registered investment adviseradviserinfo.sec.gov
- SEC exemption claimed
- unknown
- Latest Form ADV
- Apr 1, 2024
- Private funds reported
- 46 (0 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets
- $7.9Badviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Regulatory AUM
- $10Bthe adviser's RAUM, a regulatory measure, never a fund size
- Employees
- 68
- Owners on Schedule A
- Sleeping Bear, LLC (Member), B
- business phone
- 312-960-0200adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
no observed deals yet
Stated (the firm’s website)
- Sectors
- ai
- Stages
- early
- Geography
- uk
- Check size
- not stated; DFX does not estimate checks from round sizes
- Self-described
- family office
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors: no observed deals yet
lead rate n/afollow-on rate n/anew logos, 12 months 0
Funds and vehicles
0 reported, 2 no longer reported
| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| Gresham Hedged Ventures, LP | SPV or co-invest vehicle · ADV: Other Private Fund | unknown | Wound down | $535,135 Jan 16, 2015 | 58 | unknown | unknown |
| Gresham Hedged Ventures II, LP | SPV or co-invest vehicle · ADV: Other Private Fund | unknown | Wound down | $230,000 Jul 16, 2021 | 74 | unknown | unknown |
GAV is the gross asset value the adviser reported on Form ADV for the vehicle, never the fund’s committed size and never dry powder. Form D sold is the amount sold as of the latest filing, never a final close.
Investment team
84 current, 6 departed
Ben Wax
AnalystInvestment Analyst
Cael Duey
AnalystClient Service Analyst
Cate Jacobson
AnalystClient Service Analyst
Celena Kim
AnalystBusiness Intelligence Junior Analyst
Emily Ruddy
AnalystClient Service Analyst
Evan Kovatch
AnalystSenior Investment Analyst
Jayden Olson
AnalystClient Service Analyst
Jenna Steinmetz
AnalystInvestment Analyst
Jenniffer Hernandez
AnalystBusiness Intelligence Analyst
Kyra Czesny
AnalystSenior Business Intelligence Analyst & Project Manager
Quinn McDaniel
AnalystClient Service Analyst
Thomas Choe
AnalystClient Service Analyst
Alex Chamberlin
AssociateSenior Client Service Associate
Alexandra Cheney
AssociateClient Service Associate
Bailey Reisman
AssociateSenior Client Service Associate
Brayden Bennell
AssociateSenior Client Service Associate
Dennis O'Bryan
AssociateClient Service Associate
Elise Van Dieren
AssociateClient Service Associate
Jack Bossart
AssociateClient Service Associate
Jonathan Lee
AssociateAssociate Wealth Strategist
Kate Kronstein
AssociateClient Service Associate
Lorenzo Rivera
AssociateClient Service Associate
Maria Leirkjaer
AssociateSenior Investment Associate
Ryan Nelson
AssociateClient Service Associate
Ryan Rowley
AssociateTechnical Business Intelligence Associate
Tom Yeoh
AssociateInvestment Associate
Tyler Aldrich
AssociateClient Service Associate
Alexandra Nelson
Board or advisoryAdvisor
Channing Bass
Board or advisoryAdvisor
Christina Pucek
Board or advisoryManager of Client Associates & Advisor
Michelle Quinn
Board or advisoryAdvisor
Sam Demaree
Board or advisoryAdvisor
BEN a. Beavers
Founder or executiveFounder · since Nov 1, 2007
David a. Salsburg
Founder or executivePresident · since Oct 1, 1997
Edward F Neild
Managing partnerManaging Member · since Jan 1, 2013
Amber Stewart
PartnerPartner & Advisor
Ben Beavers
PartnerPartner, Founder & Chairman
David Colton
PartnerPartner, Director of Client Service Development & Advisor
David Salsburg
PartnerPartner, Founder & President
David Scott Colton
PartnerPartner · since Jan 1, 2013
Greg Schneiderman
PartnerPartner, Senior Investment Strategist & Advisor
Gregory David Schneiderman
PartnerPartner · since Jan 1, 2018
Irene Zhang
PartnerInvestment Director
Joe Simpson
PartnerPartner & Head of Public Investments
Joseph Charles Simpson
PartnerPartner · since Jan 1, 2013
Justin Gullman
PartnerPartner & Advisor
Kim Kamin
PartnerPartner · since Jan 1, 2016
Kim Kamin
PartnerPartner & Chief Wealth Strategist
Lee Morava
PartnerPartner & Advisor
Leisa Storbeck
PartnerPartner, Chief Client Officer
Leisa Walters Storbeck
PartnerPartner · since Jan 1, 2017
Les Carter
PartnerPartner & Advisor
Linda Lee Morava
PartnerPartner · since Jan 1, 2008
Matt Bonaguidi
PartnerPartner & Advisor
Matthew S. Bonaguidi
PartnerPartner · since Jan 1, 2004
Nicole Maria Perkins
PartnerPartner · since Sep 1, 2021
Sam Johnson
PartnerInvestment Director
Sean Ryan Warrington
PartnerPartner · since Jan 1, 2020
Sean Warrington
PartnerPartner & Head of Private Investments
Steve Czocher
PartnerPartner, Director of Family Office Services & Advisor
Steve Loman
PartnerPartner & Investment Director
Steven Gregory Loman
PartnerPartner · since Jan 1, 2024
Ted Neild
PartnerPartner, CEO and Chief Investment Officer
Alexa Mittenthal
Platform and operationsCompliance Associate
Coco Li
Platform and operationsInvestment Officer
Emily Reinke
Platform and operationsAssistant Vice President, Custody Operations
Emma Rademaker
Platform and operationsExecutive Assistant to the Wealth Strategy Team
Eric Jones
Platform and operationsOperations Analyst
Jennifer Scalise
Platform and operationsVice President, Investment Operations
Jetta Golembiewski
Platform and operationsReporting Operations Analyst
Joe Richardson
Platform and operationsPartner & Director of Investment Operations and Finance
Kelsey Lin
Platform and operationsReporting Operations Associate
Kristen Timko
Platform and operationsInvestment Operations Analyst
Michele Yamin
Platform and operationsSenior Investment Operations Analyst
Nicolas Rosas
Platform and operationsSenior Investment Operations Analyst
Noelle Cruz
Platform and operationsAssistant Vice President, Business Development & Marketing
Rachael Forbes
Platform and operationsOperations Associate
Robert Alan Nanney
Platform and operationsChief Compliance Officer · since Jun 1, 2020
Robert Nanney
Platform and operationsChief Compliance Officer
Robin Lee
Platform and operationsInvestment Operations Analyst
Shannon Morris
Platform and operationsAssistant Vice President, Client Operations
Beau Feeny
PrincipalDirector of Business Intelligence
Deanna Bonder
Vice presidentVice President, Human Resources
Kim Baker
Vice presidentVice President, Administrative Team
6 departed (kept with end dates)
- Kathleen Sinko Warner · Chief Compliance Officer · Sep 1, 2011 to Apr 1, 2020 Inference
- Meredith Wise Mendes · Chief Operating Officer · Dec 1, 2012 to Mar 28, 2023 Inference
- Kenneth Allen Davis · Principal · Dec 1, 2020 to Mar 30, 2022 Inference
- Wallace Lloyd Head · Principal · Apr 1, 2012 to Mar 30, 2022 Inference
- HOK Joeng · Executive Vice President · Jan 1, 2013 to Mar 22, 2019 Inference
- JAY Llewellyn Owen · Executive Vice President · Jan 1, 2014 to May 21, 2014 Inference
Investments on record
0 edges, 0 companies, 0 partner-attributed
No investment on record yet. Edges arrive from the firm’s portfolio page, financing announcements, and Form D board seats.
Co-investors
0 relationships from shared deals, counted for the whole firm
No co-investor relationship yet: these are derived only from rounds and portfolio listings the graph has seen both investors on.
Limited partners
0 disclosed
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.
Timeline
25 dated events
- Mar 28, 2024Gresham Hedged Ventures II, LP no longer reported on Form ADV by Gresham Partners, LLCFund no longer reportedFundsInferenceGresham Hedged Ventures II, LPSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Jan 1, 2024Steven Gregory Loman joined Schedule A of Gresham Partners, LLC as Partner
- Mar 28, 2023Meredith Wise Mendes (Chief Operating Officer) no longer on Schedule A of Gresham Partners, LLC
- Mar 30, 2022Wallace Lloyd Head (Principal) no longer on Schedule A of Gresham Partners, LLC
- Mar 30, 2022Kenneth Allen Davis (Principal) no longer on Schedule A of Gresham Partners, LLC
- Sep 1, 2021Nicole Maria Perkins joined Schedule A of Gresham Partners, LLC as Partner
- Jun 1, 2020Robert Alan Nanney joined Schedule A of Gresham Partners, LLC as Chief Compliance Officer
- Apr 1, 2020Kathleen Sinko Warner (Chief Compliance Officer) no longer on Schedule A of Gresham Partners, LLC
- Jan 1, 2020Sean Ryan Warrington joined Schedule A of Gresham Partners, LLC as Principal
- Mar 22, 2019HOK Lay Joeng (Executive Vice President) no longer on Schedule A of Gresham Partners, LLC
- Jan 1, 2018Gregory David Schneiderman joined Schedule A of Gresham Partners, LLC as Executive Vice President
- Jan 1, 2017Leisa Walters Storbeck joined Schedule A of Gresham Partners, LLC as Executive Vice President
- Jan 1, 2016KIM Kamin joined Schedule A of Gresham Partners, LLC as Executive Vice President
- Mar 12, 2015Gresham Hedged Ventures, LP no longer reported on Form ADV by Gresham Partners, LLCFund no longer reportedFundsInferenceGresham Hedged Ventures, LPSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Jan 1, 2015Kenneth Allen Davis joined Schedule A of Gresham Partners, LLC as Chief Operating Officer
- May 21, 2014JAY Llewellyn Owen (Executive Vice President) no longer on Schedule A of Gresham Partners, LLC
- Jan 1, 2014JAY Llewellyn Owen joined Schedule A of Gresham Partners, LLC as Executive Vice President
- Jan 1, 2013David Scott Colton joined Schedule A of Gresham Partners, LLC as Executive Vice President
- Jan 1, 2013Joseph Charles Simpson joined Schedule A of Gresham Partners, LLC as Executive Vice President
- Jan 1, 2013HOK Joeng joined Schedule A of Gresham Partners, LLC as Executive Vice President
- Dec 1, 2012Meredith Wise Mendes joined Schedule A of Gresham Partners, LLC as Chief Operating Officer
- Apr 1, 2012Wallace Lloyd Head joined Schedule A of Gresham Partners, LLC as Vice Chairman
- Mar 28, 2012Gresham Hedged Ventures, LP first reported on Form ADV by Gresham Partners, LLC (Venture Capital Fund), GAV $464,990Fund first reported on Form ADVFundsFactGresham Hedged Ventures, LPSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 28, 2012Gresham Hedged Ventures II, LP first reported on Form ADV by Gresham Partners, LLC (Venture Capital Fund), GAV $5,014,179Fund first reported on Form ADVFundsFactGresham Hedged Ventures II, LPSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 28, 2012Gresham Partners, LLC first filed Form ADV (IA)First SEC adviser filingOrganizationFactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Classification history
- Sep 12, 2026Private equity with venture activity (probable, 75%, cls-1)registered adviser; venture funds are 0% of 46 private funds
Evidence
67 observations from 2 sources