GRESHAM INVESTMENT MANAGEMENT LLC
CRD #134392 SEC #801-64039 NEW YORK, NY 212-984-1430
SEC Registered Private Funds
Total AUM
$6.9B
Discretionary
$6.9B
Employees
43
Clients
0
Accounts
24
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $6.9B | $6.9B | $0 | 43 | 0 |
| Mar 2025 | $6.8B | $6.8B | $0 | 43 | 0 |
| Jan 2025 | $6.2B | $6.2B | $0 | 47 | 0 |
| Sep 2024 | $6.2B | $6.2B | $0 | 47 | 0 |
| Aug 2024 | $6.2B | $6.2B | $0 | 47 | 0 |
| Mar 2024 | $6.1B | $6.1B | $0 | 47 | 0 |
| Mar 2023 | $6.5B | $6.5B | $0 | 40 | 0 |
| Nov 2022 | $6B | $6B | $0 | 39 | 0 |
| Aug 2022 | $6B | $6B | $0 | 39 | 0 |
| Mar 2022 | $6B | $6B | $0 | 39 | 0 |
| Jan 2022 | $5.5B | $5.5B | $0 | 40 | 0 |
| Jun 2021 | $5.5B | $5.5B | $0 | 40 | 0 |
| Mar 2021 | $5.5B | $5.5B | $0 | 40 | 0 |
| Jul 2020 | $5.9B | $5.9B | $0 | 48 | 0 |
| Mar 2020 | $5.9B | $5.9B | $0 | 48 | 0 |
| Jul 2019 | $6.4B | $6.4B | $0 | 55 | 0 |
| Mar 2019 | $6.4B | $6.4B | $0 | 55 | 0 |
| Mar 2018 | $7.5B | $7.5B | $0 | 54 | 0 |
| Sep 2017 | $8.5B | $8.1B | $341.4M | 57 | 26 |
| Aug 2017 | $8.5B | $8.1B | $341.4M | 57 | 26 |
| Jul 2017 | $8.5B | $8.1B | $341.4M | 57 | 26 |
| May 2017 | $8.5B | $8.1B | $341.4M | 57 | 26 |
| May 2017 | $8.5B | $8.1B | $341.4M | 57 | 26 |
| Mar 2017 | $8.5B | $8.1B | $341.4M | 57 | 26 |
| Feb 2017 | $8.6B | $8.6B | $0 | 53 | 26 |
| Nov 2016 | $8.6B | $8.6B | $0 | 53 | 26 |
| Mar 2016 | $8.6B | $8.6B | $0 | 53 | 26 |
| May 2015 | $12.7B | $12.6B | $63.1M | 57 | 26 |
| Mar 2015 | $12.7B | $12.6B | $63.1M | 57 | 26 |
| Oct 2014 | $15.5B | $15.1B | $395.8M | 58 | 26 |
| Oct 2014 | $15.5B | $15.1B | $395.8M | 58 | 26 |
| Jul 2014 | $15.5B | $15.1B | $395.8M | 58 | 26 |
| May 2014 | $15.5B | $15.1B | $395.8M | 58 | 26 |
| Mar 2014 | $15.5B | $15.1B | $395.8M | 58 | 26 |
| Mar 2014 | $16.8B | $16.8B | $0 | 52 | 26 |
| Mar 2013 | $16.8B | $16.8B | $0 | 52 | 26 |
| Feb 2013 | $13.6B | $13.6B | $0 | 42 | 26 |
| Jan 2013 | $13.6B | $13.6B | $0 | 42 | 26 |
| Nov 2012 | $13.6B | $13.6B | $0 | 42 | 26 |
| Sep 2012 | $13.6B | $13.6B | $0 | 11 | 26 |
| Aug 2012 | $13.6B | $13.6B | $0 | 11 | 26 |
| Mar 2012 | $13.6B | $13.6B | $0 | 11 | 26 |
| Jan 2012 | $12.6B | $12.6B | $0 | 11 | 26 |
| Nov 2011 | $12.6B | $12.6B | $0 | 11 | 26 |
| Mar 2011 | $11.5B | $11.5B | $0 | -- | -- |
| Sep 2010 | $7.5B | $7.5B | $0 | -- | -- |
| May 2010 | $7.5B | $7.5B | $0 | -- | -- |
| Apr 2010 | $7.5B | $7.5B | $0 | -- | -- |
| Apr 2010 | $7.5B | $7.5B | $0 | -- | -- |
| Oct 2007 | $1.8B | $1.8B | $0 | -- | -- |
| May 2007 | $1.8B | $1.8B | $0 | -- | -- |
| Mar 2007 | $1.8B | $1.8B | $0 | -- | -- |
| Nov 2006 | $497.1M | $497.1M | $0 | -- | -- |
| Mar 2006 | $497.1M | $497.1M | $0 | -- | -- |
| May 2005 | $71.3M | $71.3M | $0 | -- | -- |
DateSep 2025
Total AUM$6.9B
Discretionary$6.9B
Non-Disc.$0
Employees43
Clients0
DateMar 2025
Total AUM$6.8B
Discretionary$6.8B
Non-Disc.$0
Employees43
Clients0
DateJan 2025
Total AUM$6.2B
Discretionary$6.2B
Non-Disc.$0
Employees47
Clients0
DateSep 2024
Total AUM$6.2B
Discretionary$6.2B
Non-Disc.$0
Employees47
Clients0
DateAug 2024
Total AUM$6.2B
Discretionary$6.2B
Non-Disc.$0
Employees47
Clients0
DateMar 2024
Total AUM$6.1B
Discretionary$6.1B
Non-Disc.$0
Employees47
Clients0
DateMar 2023
Total AUM$6.5B
Discretionary$6.5B
Non-Disc.$0
Employees40
Clients0
DateNov 2022
Total AUM$6B
Discretionary$6B
Non-Disc.$0
Employees39
Clients0
DateAug 2022
Total AUM$6B
Discretionary$6B
Non-Disc.$0
Employees39
Clients0
DateMar 2022
Total AUM$6B
Discretionary$6B
Non-Disc.$0
Employees39
Clients0
DateJan 2022
Total AUM$5.5B
Discretionary$5.5B
Non-Disc.$0
Employees40
Clients0
DateJun 2021
Total AUM$5.5B
Discretionary$5.5B
Non-Disc.$0
Employees40
Clients0
DateMar 2021
Total AUM$5.5B
Discretionary$5.5B
Non-Disc.$0
Employees40
Clients0
DateJul 2020
Total AUM$5.9B
Discretionary$5.9B
Non-Disc.$0
Employees48
Clients0
DateMar 2020
Total AUM$5.9B
Discretionary$5.9B
Non-Disc.$0
Employees48
Clients0
DateJul 2019
Total AUM$6.4B
Discretionary$6.4B
Non-Disc.$0
Employees55
Clients0
DateMar 2019
Total AUM$6.4B
Discretionary$6.4B
Non-Disc.$0
Employees55
Clients0
DateMar 2018
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$0
Employees54
Clients0
DateSep 2017
Total AUM$8.5B
Discretionary$8.1B
Non-Disc.$341.4M
Employees57
Clients26
DateAug 2017
Total AUM$8.5B
Discretionary$8.1B
Non-Disc.$341.4M
Employees57
Clients26
DateJul 2017
Total AUM$8.5B
Discretionary$8.1B
Non-Disc.$341.4M
Employees57
Clients26
DateMay 2017
Total AUM$8.5B
Discretionary$8.1B
Non-Disc.$341.4M
Employees57
Clients26
DateMay 2017
Total AUM$8.5B
Discretionary$8.1B
Non-Disc.$341.4M
Employees57
Clients26
DateMar 2017
Total AUM$8.5B
Discretionary$8.1B
Non-Disc.$341.4M
Employees57
Clients26
DateFeb 2017
Total AUM$8.6B
Discretionary$8.6B
Non-Disc.$0
Employees53
Clients26
DateNov 2016
Total AUM$8.6B
Discretionary$8.6B
Non-Disc.$0
Employees53
Clients26
DateMar 2016
Total AUM$8.6B
Discretionary$8.6B
Non-Disc.$0
Employees53
Clients26
DateMay 2015
Total AUM$12.7B
Discretionary$12.6B
Non-Disc.$63.1M
Employees57
Clients26
DateMar 2015
Total AUM$12.7B
Discretionary$12.6B
Non-Disc.$63.1M
Employees57
Clients26
DateOct 2014
Total AUM$15.5B
Discretionary$15.1B
Non-Disc.$395.8M
Employees58
Clients26
DateOct 2014
Total AUM$15.5B
Discretionary$15.1B
Non-Disc.$395.8M
Employees58
Clients26
DateJul 2014
Total AUM$15.5B
Discretionary$15.1B
Non-Disc.$395.8M
Employees58
Clients26
DateMay 2014
Total AUM$15.5B
Discretionary$15.1B
Non-Disc.$395.8M
Employees58
Clients26
DateMar 2014
Total AUM$15.5B
Discretionary$15.1B
Non-Disc.$395.8M
Employees58
Clients26
DateMar 2014
Total AUM$16.8B
Discretionary$16.8B
Non-Disc.$0
Employees52
Clients26
DateMar 2013
Total AUM$16.8B
Discretionary$16.8B
Non-Disc.$0
Employees52
Clients26
DateFeb 2013
Total AUM$13.6B
Discretionary$13.6B
Non-Disc.$0
Employees42
Clients26
DateJan 2013
Total AUM$13.6B
Discretionary$13.6B
Non-Disc.$0
Employees42
Clients26
DateNov 2012
Total AUM$13.6B
Discretionary$13.6B
Non-Disc.$0
Employees42
Clients26
DateSep 2012
Total AUM$13.6B
Discretionary$13.6B
Non-Disc.$0
Employees11
Clients26
DateAug 2012
Total AUM$13.6B
Discretionary$13.6B
Non-Disc.$0
Employees11
Clients26
DateMar 2012
Total AUM$13.6B
Discretionary$13.6B
Non-Disc.$0
Employees11
Clients26
DateJan 2012
Total AUM$12.6B
Discretionary$12.6B
Non-Disc.$0
Employees11
Clients26
DateNov 2011
Total AUM$12.6B
Discretionary$12.6B
Non-Disc.$0
Employees11
Clients26
DateMar 2011
Total AUM$11.5B
Discretionary$11.5B
Non-Disc.$0
Employees--
Clients--
DateSep 2010
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$0
Employees--
Clients--
DateMay 2010
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$0
Employees--
Clients--
DateApr 2010
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$0
Employees--
Clients--
DateApr 2010
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$0
Employees--
Clients--
DateOct 2007
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees--
Clients--
DateMay 2007
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees--
Clients--
DateNov 2006
Total AUM$497.1M
Discretionary$497.1M
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$497.1M
Discretionary$497.1M
Non-Disc.$0
Employees--
Clients--
DateMay 2005
Total AUM$71.3M
Discretionary$71.3M
Non-Disc.$0
Employees--
Clients--