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

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

FINTRX

Overview

Grantham Mayo van Otterloo & Co LLC (GMO) is a long-established investment manager that combines hedge fund and private equity capabilities with multi-asset portfolio management for institutional clients. The firm is organized as an LLC and has been SEC-registered since 1979. Its business model includes both asset-based and performance-linked fee arrangements and it operates in capacities such as a commodity pool operator/commodity trading advisor (CPO/CTA) and sponsor/manager of pooled vehicles. GMO serves institutions across pooled vehicles, investment companies and separate accounts and also provides advisory services to smaller business and individual investors. Its advisory menu includes pension consulting, manager selection, publication of investment research, and educational programs. The firm self-identifies as an active ESG investor, which factors into investment selection across public and private holdings.