|
⚲
|
| Keyboard |
| Grantham Mayo van Otterloo & Co LLC
✚
|
|
|---|---|
| CRD # | 106220 |
| SEC # | 801-15028 |
| CIK # | 0001352662 |
| AUM | 80.97 B (2026-05-11) |
| Employees | 365 (25% Investors, 12% Brokers) |
| Fees | |
| Minimum | |
| Phone | 617-330-7500 |
| Address | 53 State Street Boston, MA 02109 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 2.3 | ||
| Alphabet Inc | 2.0 | ||
| Johnson & Johnson | 1.8 | ||
| Apple Inc | 1.8 | ||
| Facebook Inc | 1.8 | ||
| Lam Research Corp | 1.5 | ||
| Amazon Com Inc | 1.3 | ||
| Thermo Fisher Scientific Inc | 1.2 | ||
| Broadcom Inc | 1.0 | ||
| US Bancorp de | 1.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Gmo-Usonian Special Situations Fund II LP | 2026-03-31 | ||
| HF | GMO World Market Neutral Fund Feeder LP | 2025-06-30 | 43.4 M | |
| HF | GMO World Market Neutral Fund LP | [2025-06-30] | 85.0 M | 124.5 M |
| Filed 2025-06-20 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Manatee Cove Partners EMD Fund LP | 2025-06-30 | 355.6 M | |
| HF | GMO Capital Investment Solutions Fund LP | [2025-03-28] | 350.3 M | 798.8 M |
| Filed 2025-05-30 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | GMO Capital Investment Solutions Fund Offshore LP | 2025-03-28 | ||
| HF | GMO Horizons Investment Fund | 2024-03-28 | 23.6 M | |
| HF | GMO US Quality Investment Fund | 2024-03-28 | ||
| HF | GMO Quality Select Investment Fund | 2023-10-17 | 356.3 M | |
| HF | Usonian Dedicated Investments LP | 2023-03-29 | 82.2 M | |
| HF | Ficg-GM-I Fund LP | 2023-02-28 | 677.8 M | |
| HF | GMO Climate Change Select Transition Investment Fund | 2022-03-30 | 99.0 M | |
| HF | GMO Emerging Markets Ex-China Equity Fund | 2022-03-30 | ||
| HF | GMO Equity Dislocation Investment Fund | 2021-03-30 | 1,567.7 M | |
| HF | GMO Resources UCITS Fund | 2021-03-30 | 169.4 M | |
| HF | GMO Usonian Japan Value Creation Investment Fund | 2021-03-30 | 36.7 M | |
| HF | GMO Equity Dislocation Fund LP | [2021-02-17] | 2,698.5 M | 2,450.5 M |
| Filed 2025-05-30 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | GMO Equity Dislocation Fund Offshore LP | [2021-02-17] | 1,002.6 M | 11.0 M |
| Filed 2025-05-30 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | Gmo-Usonian Japan Value Creation US Dollar Hedged Fund LP | [2020-11-20] | 3.7 M | 28.9 M |
| Filed 2017-09-11 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Usonian Japan Value Fund A Sub-Fund of Skyline Umbrella Fund ICAV | 2020-11-20 | ||
| HF | GMO Amplified Equity Dislocation Solution Fund LP | [2020-03-27] | 885.4 M | 270.1 M |
| Filed 2024-05-31 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | GMO Resources Long/Short Fund Offshore LP | [2020-03-27] | 14.0 M | 0.0 M |
| Filed 2021-06-29 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | GMO Quality Spectrum Fund LP | [2020-02-27] | 218.0 M | 460.6 M |
| Filed 2025-05-30 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | GMO Emerging Country Debt UCITS Fund | [2019-03-29] | 87.5 M | 594.9 M |
| Filed 2025-12-11 (D/A) · Exemption 506(c), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | GMO Equity Market Neutral Investment Fund | 2019-03-29 | ||
| HF | GMO Climate Change Transition Investment Fund | 2018-03-29 | 391.5 M | |
| HF | GMO Emerging Equity Market Neutral Fund Ltd | [2018-03-29] | 102.5 M | 152.9 M |
| Filed 2018-06-25 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | GMO SGM Major Markets Investment Fund | 2017-03-30 | ||
| HF | GMO Alternative Allocation SPC Ltd | [2015-03-31] | 50.8 M | 50.5 M |
| Filed 2025-05-30 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | GMO Global Real Return UCITS Feeder Fund | 2015-03-31 | 0.2 M | |
| HF | GMO Implementation SPC Ltd | [2015-03-31] | 156.0 M | 22.0 M |
| Filed 2024-05-31 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | GMO Emerging Country Local Debt Fund Offshore LP | [2015-02-04] | 98.9 M | 0.0 M |
| Filed 2020-06-25 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | GMO Emerging Country Local Debt Fund Onshore LP | [2015-02-04] | 275.5 M | 375.6 M |
| Filed 2020-06-25 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | GMO Emerging Domestic Opportunities Equity Fund | 2015-02-04 | 0.6 M | |
| HF | GMO Special Opportunities SPC Ltd | [2014-11-04] | 10.0 M | |
| Filed 2020-06-25 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | GMO Global Bond Investment Fund | 2013-05-23 | 0.0 M | |
| HF | GMO Global Equity Allocation Investment Fund | 2013-05-23 | 149.0 M | |
| HF | GMO Global Real Return UCITS Fund | 2013-05-23 | 642.6 M | |
| HF | GMO Systematic Global Macro Fund | [2013-05-23] | 36.3 M | 545.4 M |
| Filed 2025-12-11 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | GMO Alpha Libor Offshore LP Series A | [2012-03-30] | 7,449.5 M | 44.7 M |
| Filed 2015-08-07 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | GMO Alpha Libor Offshore LP Series B | [2012-03-30] | 7,449.5 M | 90.1 M |
| Filed 2015-08-07 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | GMO Alternative Asset SPC Ltd | 2012-03-30 | 25.2 M | |
| HF | GMO Completion Fund Master Portfolio | [2012-03-30] | 1,177.9 M | 1.9 M |
| Filed 2024-05-31 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | GMO Completion Fund Onshore | 2012-03-30 | 23.2 M | |
| HF | GMO Credit Opportunities Fund LP | [2012-03-30] | 957.3 M | 74.6 M |
| Filed 2023-06-02 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | GMO Credit Opportunities Fund Offshore LP | [2012-03-30] | 55.3 M | 0.0 M |
| Filed 2017-06-21 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | GMO Currency Hedge Fund Master Portfolio Offshore LP | 2012-03-30 | 96.2 M | |
| HF | GMO Currency Hedge Fund Onshore | [2012-03-30] | 625.6 M | 0.0 M |
| Filed 2014-05-22 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | GMO Emerging Country Debt Investment Fund PLC | [2012-03-30] | 1,003.8 M | 873.9 M |
| Filed 2025-12-11 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | GMO Emerging Country Debt LP | 2012-03-30 | 105.7 M | |
| HF | GMO Emerging Country Debt Portfolio Offshore Ltd | 2012-03-30 | ||
| HF | GMO Emerging Country Local Debt Investment Fund | [2012-03-30] | 90.0 M | 85.9 M |
| Filed 2025-12-11 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | GMO Emerging Currency Hedge Fund Offshore LP | 2012-03-30 | 0.0 M | |
| HF | GMO Emerging Currency Hedge Fund Onshore | 2012-03-30 | 141.5 M | |
| PE | GMO Emerging Illiquid Fund LP | [2012-03-30] | 43.9 M | |
| HF | GMO Emerging Markets Equity Fund | [2012-03-30] | 288.8 M | 0.2 M |
| Filed 2022-08-31 (D/A) · Exemption 506(c), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | GMO Event-Driven Fund Onshore | [2012-03-30] | 2,135.7 M | 64.2 M |
| Filed 2016-08-10 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | GMO Event-Driven Master Portfolio | [2012-03-30] | 758.7 M | 1.1 M |
| Filed 2024-05-31 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | GMO Fixed Income Absolute Return Fund Offshore LP | 2012-03-30 | 0.0 M | |
| HF | GMO Fixed Income Absolute Return Fund Onshore | [2012-03-30] | 1,931.2 M | 42.9 M |
| Filed 2023-06-02 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | GMO Global Active Equity Fund LP | [2012-03-30] | 344.6 M | 137.2 M |
| Filed 2013-05-01 (D/A) · Exemption 506, 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | GMO Mean Reversion Fund Offshore LP | 2012-03-30 | 0.0 M | |
| HF | GMO Mean Reversion Fund Onshore | 2012-03-30 | 155.1 M | |
| HF | GMO Multi-Strategy Fund Offshore II - Euros | [2012-03-30] | 602.8 M | 0.5 M |
| Filed 2014-05-22 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | GMO Multi-Strategy Fund Offshore LP | 2012-03-30 | 1.7 M | |
| HF | GMO Multi-Strategy Fund Onshore | 2012-03-30 | 1.9 M | |
| HF | GMO Multi-Strategy Fund Onshore LLC | 2012-03-30 | 0.4 M | |
| HF | GMO Quality Investment Fund | [2012-03-30] | 1,184.5 M | 7,481.2 M |
| Filed 2025-12-11 (D/A) · Exemption 506(c), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | GMO Real Return Asset Allocation Fund LP | [2012-03-30] | 2,932.1 M | 1,320.6 M |
| Filed 2014-05-22 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | GMO Real Return Asset Allocation Fund Offshore LP | [2012-03-30] | 107.7 M | 0.0 M |
| Filed 2014-05-22 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | GMO Systematic Global Macro Fund Offshore | [2012-03-30] | 2,446.7 M | 0.0 M |
| Filed 2025-05-30 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | GMO Systematic Global Macro Master Portfolio | 2012-03-30 | 758.9 M | |
| HF | GMO Tactical Opportunities Fund Offshore LP | [2012-03-30] | 1,302.8 M | 0.0 M |
| Filed 2016-06-20 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | GMO Tactical Opportunities Fund Onshore | [2012-03-30] | 3,741.5 M | |
| Filed 2021-06-29 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | GMO Tax-Managed Benchmark-Free Fund | 2012-03-30 | ||
| HF | Japan Opportunities Fund LP | [2012-03-30] | 517.3 M | 105.3 M |
| Filed 2013-05-01 (D/A) · Exemption 506, 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | The GMO Emerging Illiquid Mauritius Fund | 2012-03-30 | 3.3 M | |
| 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 | 40 | 19.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 53 | 25.2 |
| (g) Pension and profit sharing plans | 15 | 7.1 |
| (h) Charitable organizations | 16 | 7.6 |
| (i) State or municipal government entities | 9 | 4.3 |
| (j) Other investment advisers | 7 | 3.3 |
| (k) Insurance companies | 1 | 0.5 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 6.2 |
| (n) Other | 16 | 7.6 |
| Total | 170 | 81.0 |
| By Discretionary | ||
| Discretionary | 161 | 79.4 |
| Non-Discretionary | 9 | 1.6 |
| Total | 170 | 81.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 31.2 | |
| United States Persons | 49.7 | |
| Total | 170 | 81.0 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Dawn Griffiths | Director | 74 | 14 | |
| Thomas Smith | Director | 100 | 8 | |
| Eimear Cowhey | Director | 21 | 7 | |
| Kevin O'Brien | Executive Officer | 76 | 4 | |
| Christopher Crawshaw | Executive Officer | 21 | 4 | |
| David Bohan | Director, Executive Officer | 53 | 3 | |
| Thomas Cooper | Director | 48 | 3 | |
| John Fitzpatrick | Director | 16 | 3 | |
| Laura Moret | Executive Officer | 15 | 3 | |
| Susan Steiner | Executive Officer | 14 | 3 | |
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001352662] | |
| SC 13G | [0001352662] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $96.7B |
| Serves | Institutional, Retail, Research |
| Fund Types | Hedge Fund, Private Equity |
| LEI | KG0ECHUB6SFORDPJZK65 |
| Related Firms | State | AUM |
|---|---|---|
|
Grantham Mayo van Otterloo & Co LLC
✚
|
MA | 80.97 B |
|
GMO Europe LLC
✚
|
MA |
| Comparable Firms | State | AUM |
|---|---|---|
|
Mackay Shields LLC
✚
|
NY | 159.52 B |
|
Wilshire Advisors LLC
✚
|
CA | 149.10 B |
|
MIO Partners Inc
✚
|
NY | 59.59 B |
|
LIDO Advisors LLC
✚
|
CA | 42.50 B |
|
Oppenheimer Asset Management Inc
✚
|
NY | 21.33 B |
|
Horizon Kinetics Asset Management LLC
✚
|
NY | 9,614.0 M |
|
Stelac Advisory Services LLC
✚
|
NY | 6,286.4 M |
|
B Riley Wealth Advisors Inc
✚
|
TN | 4,211.6 M |
|
Palisade Capital Management LP
✚
|
NJ | 3,862.5 M |
|
CM Wealth Advisors LLC
✚
|
OH | 3,597.4 M |