Grantham Mayo van Otterloo & Co LLC

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Grantham Mayo van Otterloo & Co LLC ✚
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) Copy

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
HF	GMO Climate Change Select Transition Investment Fund	2022-03-30		98.2
HF	GMO Emerging Markets Ex-China Equity Fund	2022-03-30		0.0
HF	GMO Equity Dislocation Investment Fund	2021-03-30		1,428.2
HF	GMO Resources UCITS Fund	2021-03-30		149.4
HF	GMO Usonian Japan Value Creation Investment Fund	2021-03-30		22.6
HF	GMO Equity Dislocation Fund LP	[2021-02-17]	2,698.5	3,283.0
HF	GMO Equity Dislocation Fund Offshore LP	[2021-02-17]	1,002.6	0.0
Other	Gmo-Usonian Japan Value Creation US Dollar Hedged Fund LP	[2020-11-20]	3.7	28.9
HF	Usonian Japan Value Fund A Sub-Fund of Skyline Umbrella Fund ICAV	2020-11-20		0.0
HF	GMO Amplified Equity Dislocation Solution Fund LP	[2020-03-27]	885.4	1,587.1
HF	GMO Resources Long/Short Fund Offshore LP	[2020-03-27]	14.0	0.0
HF	GMO Quality Spectrum Fund LP	[2020-02-27]	218.0	180.4
HF	GMO Emerging Country Debt UCITS Fund	[2019-03-29]	86.8	578.0
HF	GMO Equity Market Neutral Investment Fund	2019-03-29		0.0
HF	GMO Climate Change Transition Investment Fund	2018-03-29		391.9
HF	GMO Emerging Equity Market Neutral Fund Ltd	[2018-03-29]	102.5	152.9
HF	GMO SGM Major Markets Investment Fund	2017-03-30		1.2
HF	GMO Alternative Allocation SPC Ltd	[2015-03-31]	50.8	6.4
HF	GMO Global Real Return UCITS Feeder Fund	2015-03-31		0.2
HF	GMO Implementation SPC Ltd	[2015-03-31]	156.0	22.0
HF	GMO Emerging Country Local Debt Fund Offshore LP	[2015-02-04]	98.9	0.0
HF	GMO Emerging Country Local Debt Fund Onshore LP	[2015-02-04]	275.5	375.6
HF	GMO Emerging Domestic Opportunities Equity Fund	2015-02-04		0.7
HF	GMO Special Opportunities SPC Ltd	[2014-11-04]	10.0	0.0
HF	GMO Global Bond Investment Fund	2013-05-23		0.0
HF	GMO Global Equity Allocation Investment Fund	2013-05-23		113.5
HF	GMO Global Real Return UCITS Fund	2013-05-23		479.6
HF	GMO Systematic Global Macro Fund	[2013-05-23]	33.3	775.0
HF	GMO Alpha Libor Offshore LP Series A	[2012-03-30]	7,449.5	44.7
HF	GMO Alpha Libor Offshore LP Series B	[2012-03-30]	7,449.5	90.1
HF	GMO Alternative Asset SPC Ltd	2012-03-30		25.2
HF	GMO Completion Fund Master Portfolio	[2012-03-30]	1,177.9	256.2
HF	GMO Completion Fund Onshore	2012-03-30		23.2
HF	GMO Credit Opportunities Fund LP	[2012-03-30]	957.3	74.6
HF	GMO Credit Opportunities Fund Offshore LP	[2012-03-30]	55.3	0.0
HF	GMO Currency Hedge Fund Master Portfolio Offshore LP	2012-03-30		96.2
HF	GMO Currency Hedge Fund Onshore	[2012-03-30]	625.6	0.0
HF	GMO Emerging Country Debt Investment Fund PLC	[2012-03-30]	1,000.8	1,151.4
HF	GMO Emerging Country Debt LP	2012-03-30		105.7
HF	GMO Emerging Country Debt Portfolio Offshore Ltd	2012-03-30		0.0
HF	GMO Emerging Country Local Debt Investment Fund	[2012-03-30]	90.0	69.6
HF	GMO Emerging Currency Hedge Fund Offshore LP	2012-03-30		0.0
HF	GMO Emerging Currency Hedge Fund Onshore	2012-03-30		141.5
PE	GMO Emerging Illiquid Fund LP	[2012-03-30]		43.9
HF	GMO Emerging Markets Equity Fund	[2012-03-30]	288.8	0.3
HF	GMO Event-Driven Fund Onshore	[2012-03-30]	2,135.7	64.2
HF	GMO Event-Driven Master Portfolio	[2012-03-30]	758.7	149.7
HF	GMO Fixed Income Absolute Return Fund Offshore LP	2012-03-30		0.0
HF	GMO Fixed Income Absolute Return Fund Onshore	[2012-03-30]	1,931.2	42.9
HF	GMO Global Active Equity Fund LP	[2012-03-30]	344.6	137.2
HF	GMO Mean Reversion Fund Offshore LP	2012-03-30		0.0
HF	GMO Mean Reversion Fund Onshore	2012-03-30		155.1
HF	GMO Multi-Strategy Fund Offshore II - Euros	[2012-03-30]	602.8	0.5
HF	GMO Multi-Strategy Fund Offshore LP	2012-03-30		0.1
HF	GMO Multi-Strategy Fund Onshore	2012-03-30		0.5
HF	GMO Multi-Strategy Fund Onshore LLC	2012-03-30		0.4
HF	GMO Quality Investment Fund	[2012-03-30]	982.4	4,816.8
HF	GMO Real Return Asset Allocation Fund LP	[2012-03-30]	2,932.1	1,320.6
HF	GMO Real Return Asset Allocation Fund Offshore LP	[2012-03-30]	107.7	0.0
HF	GMO Systematic Global Macro Fund Offshore	[2012-03-30]	2,446.7	10.1
HF	GMO Systematic Global Macro Master Portfolio	2012-03-30		803.4
HF	GMO Tactical Opportunities Fund Offshore LP	[2012-03-30]	1,302.8	0.0
HF	GMO Tactical Opportunities Fund Onshore	[2012-03-30]	3,741.5	0.0
HF	GMO Tax-Managed Benchmark-Free Fund	2012-03-30		0.0
HF	Japan Opportunities Fund LP	[2012-03-30]	517.3	105.3
Other	The GMO Emerging Illiquid Mauritius Fund	2012-03-30		3.3

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

Limited Partners	2011 - 2025
Fresno County Employee Retirement Association
Maine Public Employees Retirement System
Missouri Public School Retirement System
New Hampshire Retirement System
Orange County Employee Retirement System
South Carolina Public Employees Benefit Authority
Teachers' Retirement Security for Illinois Educators
Teachers' Retirement System of the City of New York
Washington State Investment Board

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]

Form 13D/13G Filer	Form 13D/13G Subject	Filed
Grantham Mayo van Otterloo & Co LLC	Sunrun Inc	[2025-05-01]
Grantham Mayo van Otterloo & Co LLC	Sunrun Inc	[2025-05-01]
Grantham Mayo van Otterloo & Co LLC	Array Technologies Inc	[2024-11-13]
Grantham Mayo van Otterloo & Co LLC	Solaredge Technologies Inc	[2024-11-13]
Grantham Mayo van Otterloo & Co LLC	Canadian Solar Inc	[2024-02-13]
Grantham Mayo van Otterloo & Co LLC	Kosmos Energy Ltd	[2024-02-13]
Grantham Mayo van Otterloo & Co LLC	Sunrun Inc	[2024-02-13]
Grantham Mayo van Otterloo & Co LLC	Green Plains Inc	[2023-02-13]
Grantham Mayo van Otterloo & Co LLC	Kosmos Energy Ltd	[2023-02-13]
Grantham Mayo van Otterloo & Co LLC	Gyrodyne LLC	[2023-02-13]
View All

Related Firms	State	AUM ($B)
Grantham Mayo van Otterloo & Co LLC ✚	MA	68.6
GMO Europe LLC ✚	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

Grantham Mayo van Otterloo & Co LLC

Assets, Funds, Holdings