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GRESHAM PARTNERS, LLC

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: 02 Jul 2024
Expiration Date: 31 Dec 2047
Address 333 W WACKER DRIVE, SUITE 700, CHICAGO, 60606, IL
Place of Formation: DELAWARE

Unique Entity ID

Unique Entity ID Expiration Date Physical Address Mailing Address
J1NZV8PZU4D3 2023-12-01 311 WASHINGTON ST, WOODSTOCK, IL, 60098, 3308, USA 311 WASHINGTON ST, WOODSTOCK, IL, 60098, 3308, USA

Business Information

Congressional District 14
State/Country of Incorporation IL, USA
Activation Date 2022-12-05
Initial Registration Date 2019-04-30
Entity Start Date 1885-01-01
Fiscal Year End Close Date Dec 31

Service Classifications

NAICS Codes 513199

Points of Contacts

Electronic Business
Title PRIMARY POC
Name BRIANNA YOUNG
Address 311 WASHINGTON ST., WOODSTOCK, IL, 60098, USA
Government Business
Title PRIMARY POC
Name BRIANNA YOUNG
Address 311 WASHINGTON ST., WOODSTOCK, IL, 60098, USA
Past Performance Information not Available

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
GRESHAM PARTNERS, LLC 401(K) PLAN 2023 364174321 2024-10-10 GRESHAM PARTNERS, LLC 73
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-04-01
Business code 523900
Sponsor’s telephone number 3123275020
Plan sponsor’s address 333 W. WACKER DR., SUITE 700, CHICAGO, IL, 60606

Signature of

Role Plan administrator
Date 2024-10-10
Name of individual signing JOSEPH RICHARDSON
Valid signature Filed with authorized/valid electronic signature

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 2024-07-02
JOSEPH RICHARDSON, 333 W WACKER DR SUITE 700, CHICAGO, IL, 60606 Manager 2024-07-02

Historical Names

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

Date of last update: 23 Dec 2024

Sources: Illinois Office of the Secretary of State