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GRESHAM PARTNERS, LLC

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Company Details

Entity Name: GRESHAM PARTNERS, LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 22 Aug 1997
Company Number: LLC_00133256
File Number: 00133256
Type of Management: Manager Managed
Date Status Change: 20 Jun 2025
Expiration Date: 31 Dec 2047
Address 333 W WACKER DRIVE, SUITE 700, CHICAGO, 60606, IL
Place of Formation: DELAWARE

Agent

Name and Address Role Appointment Date
COGENCY GLOBAL INC., 600 SOUTH SECOND ST, SUITE 404, SPRINGFIELD, 62704, SANGAMON Agent 2017-07-12

Manager

Name and Address Role Appointment Date
GRESHAM PARTNERS LLC, 333 W WACKER DRIVE, SUITE 700, CHICAGO, IL, 60606 Manager 2025-06-20
JOSEPH RICHARDSON, 333 W WACKER DR SUITE 700, CHICAGO, IL, 60606 Manager 2025-06-20

Unique Entity ID

A UEI is a government-provided number, like a tax ID number, that’s used to identify businesses eligible for federal grants, awards and contracts.

Note: In April 2022, the federal government replaced its old identifier of choice, the Data Universal Numbering System (DUNS) number, with a government-issued UEI. Now all the federal government’s Integrated Award Environment systems use UEI numbers instead of DUNS numbers. So any entity doing business with the federal government must register for a UEI.

Unique Entity ID:
J1NZV8PZU4D3
CAGE Code:
8CW47
UEI Expiration Date:
2023-12-01

Business Information

Activation Date:
2022-12-05
Initial Registration Date:
2019-04-30

Form 5500 Series

Employer Identification Number (EIN):
364174321
Plan Year:
2023
Number Of Participants:
73
Sponsors Telephone Number:

Historical Names

Name Change Date
GRESHAM FINANCIAL MANAGEMENT L.L.C. 2002-10-02

USAspending Awards / Financial Assistance

Date:
2020-05-15
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
250000.00
Total Face Value Of Loan:
950000.00

Trademarks

Serial Number:
90038963
Mark:
GRESHAM PARTNERS TRUST SOLUTIONS
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2020-07-07
Mark Drawing Type:
Illustration: Drawing or design which also includes word(s)/letter(s)/number(s)
Mark Literal Elements:
GRESHAM PARTNERS TRUST SOLUTIONS

Goods And Services

For:
Financial services, namely, investment management; financial planning consultation
First Use:
2019-09-05
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
88341608
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2019-03-15
Mark Drawing Type:
Illustration: Drawing or design without any word(s)/letter(s)/number(s)

Goods And Services

For:
Financial services, namely, investment management; financial planning consultation
First Use:
2018-12-27
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
88341605
Mark:
GRESHAM
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2019-03-15
Mark Drawing Type:
Illustration: Drawing or design which also includes word(s)/letter(s)/number(s)
Mark Literal Elements:
GRESHAM

Goods And Services

For:
Financial services, namely, investment management; financial planning consultation
First Use:
2018-12-27
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
87610284
Mark:
GRESHAM PARTNERS
Status:
SECTION 8 & 15-ACCEPTED AND ACKNOWLEDGED
Mark Type:
SERVICE MARK
Application Filing Date:
2017-09-15
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
GRESHAM PARTNERS

Goods And Services

For:
Financial services, namely, investment management; Financial Planning Consultation
First Use:
2002-10-17
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
77869575
Mark:
RISK CONSCIOUSNESS
Status:
ABANDONED - NO STATEMENT OF USE FILED
Mark Type:
SERVICE MARK
Application Filing Date:
2009-11-10
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
RISK CONSCIOUSNESS

Goods And Services

For:
Financial services, namely, integrated wealth management and estate planning, financial planning, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services
International Classes:
036 - Primary Class
Class Status:
Active

Paycheck Protection Program

Date Approved:
2020-04-04
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
700000
Current Approval Amount:
950000
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Male Owned
Veteran:
Unanswered
Forgiveness Amount:
956306.94

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Date of last update: 10 Jul 2025

Sources: Illinois Office of the Secretary of State