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| Happy Holidays!! thanks for using AUM13F!! |
| Grantham Mayo van Otterloo & Co LLC
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| CRD # | 106220 |
| SEC # | 801-15028 |
| CIK # | 0001352662 |
| AUM | $68.6 B (2025-06-30) |
| Employees | 361 (24% Investors, 11% Brokers) |
| Phone | 617-330-7500 |
| Address | 53 State Street Boston, MA 02109 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 2.4 | ||
| Facebook Inc | 1.6 | ||
| Alphabet Inc | 1.4 | ||
| Oracle Corp | 1.2 | ||
| Apple Inc | 1.2 | ||
| Abbott Laboratories | 1.1 | ||
| Johnson & Johnson | 1.0 | ||
| Texas Instruments Inc | 1.0 | ||
| Lam Research Corp | 0.9 | ||
| VISA Inc | 0.9 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | GMO World Market Neutral Fund Feeder LP | 2025-06-30 | 0.0 | |
| HF | GMO World Market Neutral Fund LP | [2025-06-30] | 85.0 | 0.0 |
| HF | Manatee Cove Partners EMD Fund LP | 2025-06-30 | 0.0 | |
| HF | GMO Capital Investment Solutions Fund LP | [2025-03-28] | 350.3 | 0.0 |
| HF | GMO Capital Investment Solutions Fund Offshore LP | 2025-03-28 | 0.0 | |
| HF | GMO Horizons Investment Fund | 2024-03-28 | 19.8 | |
| HF | GMO US Quality Investment Fund | 2024-03-28 | 0.0 | |
| HF | GMO Quality Select Investment Fund | 2023-10-17 | 216.4 | |
| HF | Usonian Dedicated Investments LP | 2023-03-29 | 60.4 | |
| HF | Ficg-Gm-I Fund LP | 2023-02-28 | 711.4 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 37 | 15.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 51 | 21.5 |
| (g) Pension and profit sharing plans | 17 | 7.2 |
| (h) Charitable organizations | 17 | 7.2 |
| (i) State or municipal government entities | 7 | 2.9 |
| (j) Other investment advisers | 3 | 1.3 |
| (k) Insurance companies | 2 | 0.8 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 5.5 |
| (n) Other | 16 | 6.7 |
| Total | 125 | 68.6 |
| By Discretionary | ||
| Discretionary | 114 | 67.5 |
| Non-Discretionary | 11 | 1.2 |
| Total | 125 | 68.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 27.2 | |
| United States Persons | 41.5 | |
| Total | 125 | 68.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Dawn Griffiths | 73 | |||
| Eimear Cowhey | 21 | |||
| Kevin Obrien | 73 | |||
| David Bohan | 51 | |||
| Thomas Cooper | 48 | |||
| John Fitzpatrick | 15 | |||
| Arron Day | 10 | |||
| Alex Erskine | 10 | |||
| Jay Lyons | 7 | |||
| Sheppard Burnett | 54 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001352662] | |
| SC 13G | [0001352662] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Grantham Mayo van Otterloo & Co LLC
✚
|
MA | 68.6 |
|
GMO Europe LLC
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|
MA | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wilshire Advisors LLC
✚
|
CA | 99.1 |
|
MIO Partners Inc
✚
|
NY | 44.9 |
|
LIDO Advisors LLC
✚
|
CA | 29.1 |
|
Horizon Kinetics Asset Management LLC
✚
|
NY | 9.8 |
|
B Riley Wealth Advisors Inc
✚
|
TN | 7.0 |
|
Palisade Capital Management LP
✚
|
NJ | 4.2 |
|
Stelac Advisory Services LLC
✚
|
NY | 4.1 |
|
Manchester Capital Management LLC
✚
|
VT | 3.5 |
|
CM Wealth Advisors LLC
✚
|
OH | 3.4 |
|
Private Capital Management LLC
✚
|
CO | 1.5 |