Grantham Mayo van Otterloo & Co LLC

RIASEC RegisteredEst. 1979
Total AUM
$81B
Discretionary
$79.4B
98% of AUM
Avg account
$476M
Accounts
170
Employees
365
Advisory reps
18

Firm details

Headquarters
Boston, Massachusetts
CRD number
106220
Registered since
December 31, 1979
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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 69%, Sovereign Bonds 12%, Derivatives 7%, US Government Bonds 3%, Public Funds/Mutual Funds 3%, Cash & Cash Equivalents 3%, Investment Grade Corp Bonds 1%, Other 1%69%
  • Exchange Traded Equities69%
  • Sovereign Bonds12%
  • Derivatives7%
  • US Government Bonds3%
  • Public Funds/Mutual Funds3%

Owners & executives

3 of 4
  • Hylton Socher

    Hylton Socher

    Chief Technology OfficerCRD 2133579

  • Scott Hayward

    Scott Hayward

    Chief Executive OfficerCRD 4335063

  • Gregory Pottle

    Gregory Pottle

    Chief Compliance OfficerCRD 6496621

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Contacts

3 of 14
  • Anthony Hene

    Anthony Hene

    Portfolio ManagerCRD 7738710

  • Andrew Martin

    Andrew Martin

    Head of Investment Product Strategy & AnalysisCRD 2938192

  • Richard Mayo

    Richard Mayo

    Founding MemberCRD 4339171

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 21

Active vs passive

$123M in ETFs

Passive

30%

$36.8M

Active

3%

$86.2M

ETFProviderStyleCategoryValueShares% of portfolio
GMO DOMESTIC RESILIENCE ETF (DRES)GMO$29.8M957,07224.22%

Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth