Grantham Mayo van Otterloo & Co LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 106220
- Registered since
- December 31, 1979
- Website
- www.gmo.com
- Custodians
- STATE STREET BANK AND TRUST COMPANY, STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY, STATE STREET BANK AND TRUST COMPANY, CIBC WORLD MARKETS CORP., THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY - HONG KONG BRANCH, STATE STREET BANK AND TRUST COMPANY, STATE STREET BANK AND TRUST COMPANY - SINGAPORE BRANCH, STREET BANK AND TRUST COMPANY - TOKYO BRANCH
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles31.18%
- Investment Companies23.53%
- Charitable Organizations9.41%
- Other9.41%
- Pension & Profit Sharing Plans8.82%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Grantham Mayo van Otterloo & Co LLC (GMO) is an SEC-registered investment manager operating as a limited liability company since 1979. The firm serves institutional clients and operates across multiple product types, including hedge funds, private equity funds and other pooled vehicles. GMO charges both asset-based and performance-linked fees and conducts commodity pool or trading adviser activities in addition to traditional portfolio management for individuals, businesses, institutions and pooled investment vehicles. The firm also engages in pension consulting, selects subadvisers, and produces publications and educational programming. GMO describes itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities69%
- Sovereign Bonds12%
- Derivatives7%
- US Government Bonds3%
- Public Funds/Mutual Funds3%
Owners & executives
3 of 4
Hylton Socher
Chief Technology OfficerCRD 2133579

Scott Hayward
Chief Executive OfficerCRD 4335063

Gregory Pottle
Chief Compliance OfficerCRD 6496621
Contacts
3 of 14
Anthony Hene
Portfolio ManagerCRD 7738710

Andrew Martin
Head of Investment Product Strategy & AnalysisCRD 2938192

Richard Mayo
Founding MemberCRD 4339171
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 21Active vs passive
$123M in ETFs
30%
$36.8M
3%
$86.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GMO DOMESTIC RESILIENCE ETF (DRES) | GMO | $29.8M | 957,072 | 24.22% |
Location
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 53 State St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Bain Capital Credit, LP
RIABoston, MA
Advent International, L.P.
RIABoston, MA
Wellington Alternative Investments
RIABoston, MA
Adage Capital Management, L.P.
RIABoston, MA
Numeric Investors LLC
RIABoston, MA
John Hancock Variable Trust Advisers LLC
RIABoston, MA