Asset manager · Boston, MA
Grantham Mayo Van Otterloo & Co LLC
SEC-registered investment adviser · CRD 106220 · SEC 801-15028
At a glance
Grantham Mayo Van Otterloo & Co LLC is an SEC-registered investment adviser based in Boston, Massachusetts, with $81.0 billion in regulatory assets under management as of its Form ADV filed May 11, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a asset manager, ranked 159th of 3,218 asset managers and 311th of 17,210 SEC-registered advisers by assets.
Main office 617-330-7500gmo.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $81B
- Rank among asset managers
- #159 of 3,218
- Rank among all SEC RIAs
- #311 of 17,210
- Rank in Massachusetts
- #32 of 627
- Clients
- 170
- Accounts
- 170
- Discretionary
- 98% of AUM
- Employees
- 365
- Advisory staff
- 91
- Offices
- 1
Owners and executives on its Form ADV
- Benjamin L. InkerMember; Board Member; C0-Head of Asset Allocation
- Robert J. GranthamFounding Member; Board Member
- Richard A. MayoCapital Member
- Eyk D. Van OtterlooFounding Member
- Nicole C. ZimmermanMember; Director of Human Resources
- Gregory L. PottleMember; Chief Compliance Officer
- Scott L. HaywardMember; Board Member; Chief Executive Officer
- Alexander M. BarkMember; Head of Global Client Relations
- Mark J. NitzbergBoard Member
- Hylton SocherMember; Chief Technology Officer
- Georgios SakoulisMember; Head of Investment Teams
- Andrew D. MartinMember; Head of Investment Product Strategy
Custody and brokerage
Broker-dealer
Hybrid RIA
Grantham Mayo Van Otterloo & Co LLC is a hybrid RIA: 43 of its employees are also registered representatives of a broker-dealer.
Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 53 | $25B | 31% |
| Investment companies | 40 | $19B | 24% |
| Charitable organizations | 16 | $7.6B | 9% |
| Other | 16 | $7.6B | 9% |
| Pension and profit sharing plans | 15 | $7.1B | 9% |
| Corporations or other businesses | 13 | $6.2B | 8% |
| State or municipal government entities | 9 | $4.3B | 5% |
| Other investment advisers | 7 | $3.3B | 4% |
| Insurance companies | 1 | $476M | <1% |
Private funds
Grantham Mayo Van Otterloo & Co LLC reports 38 private funds with $19B in gross assets: hedge funds, private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
Grantham Mayo Van Otterloo & Co LLC answers yes to 3 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
- Periodicals or newsletters
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗gmo.com ↗
AtlasMembers
The full record on Grantham Mayo Van Otterloo & Co LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 251 peers of its type and size
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- Owners and executives, with titles and stakes
- 18 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Grantham Mayo Van Otterloo & Co LLC manage?
Grantham Mayo Van Otterloo & Co LLC reports $81.0 billion in regulatory assets under management across 170 accounts, 98% of it on a discretionary basis, on its Form ADV filed May 11, 2026.
What kind of firm is Grantham Mayo Van Otterloo & Co LLC?
Grantham Mayo Van Otterloo & Co LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Grantham Mayo Van Otterloo & Co LLC’s clients?
By assets, its largest client types are pooled investment vehicles ($25.2 billion, 53 clients); investment companies ($19.1 billion, 40 clients); charitable organizations ($7.6 billion, 16 clients).
Does Grantham Mayo Van Otterloo & Co LLC manage private funds?
Yes. It reports 38 private funds with $19.1 billion in gross assets, including hedge funds, private equity funds.
Does Grantham Mayo Van Otterloo & Co LLC have any disciplinary history?
Grantham Mayo Van Otterloo & Co LLC answers yes to 3 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Grantham Mayo Van Otterloo & Co LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-05-11), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →