{
  "crd_number": 106220,
  "slug": "grantham-mayo-van-otterloo-and-co-llc-boston-ma-106220",
  "primary_business_name": "GRANTHAM MAYO VAN OTTERLOO & CO LLC",
  "legal_name": "GRANTHAM MAYO VAN OTTERLOO & CO LLC",
  "dbas": [
    "GMO, GMO LLC"
  ],
  "city": "Boston",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1979-12-31",
  "years_registered": 46,
  "period": "2026-10-01",
  "filing_date": "2026-05-11",
  "carried_forward": false,
  "raum_total": 80973395281.0,
  "raum_discretionary": 79405584348.0,
  "raum_non_discretionary": 1567810933.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 365,
  "advisory_employees": 91,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 7621025438.0,
      "count": 16,
      "description": "VARIOUS, NOT DESCRIBED ABOVE"
    },
    "charitable": {
      "raum": 7621025438.0,
      "count": 16
    },
    "individuals": {
      "raum": 0.0,
      "count": 0
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 4286826809.0,
      "count": 9
    },
    "insurance_companies": {
      "raum": 476314090.0,
      "count": 1
    },
    "investment_companies": {
      "raum": 19052563596.0,
      "count": 40
    },
    "pension_profit_sharing": {
      "raum": 7144711348.0,
      "count": 15
    },
    "other_investment_advisers": {
      "raum": 3334198629.0,
      "count": 7
    },
    "high_net_worth_individuals": {
      "raum": 0.0,
      "count": 0
    },
    "pooled_investment_vehicles": {
      "raum": 25244646764.0,
      "count": 53
    },
    "corporations_other_businesses": {
      "raum": 6192083169.0,
      "count": 13
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "educational_seminars",
    "pension_consulting",
    "periodicals_newsletters",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 3,
  "states_registered": [
    "CA",
    "MA"
  ],
  "websites": [
    "https://gmo.com",
    "https://md.linkedin.com/company/gmo",
    "https://x.com/GMOInsights",
    "https://youtube.com/channel/UCHHin4Avg0LpJTsMoVBJZmw"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/106220",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    },
    {
      "item": "11.E(2)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?"
    }
  ],
  "city_as_filed": "BOSTON",
  "url": "https://advisorcensus.com/firm/grantham-mayo-van-otterloo-and-co-llc-boston-ma-106220",
  "display_name": "Grantham Mayo van Otterloo & Co LLC",
  "summary": "Grantham Mayo van Otterloo & Co LLC is an SEC-registered investment advisory firm in Boston, MA, registered since 1979, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated May 11, 2026.",
  "citation": "AdvisorCensus. Grantham Mayo van Otterloo & Co LLC (CRD 106220): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Publication of periodicals or newsletters",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Grantham Mayo van Otterloo & Co LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Grantham Mayo van Otterloo & Co LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "How much does Grantham Mayo van Otterloo & Co LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: 0.18% to 1% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Grantham Mayo van Otterloo & Co LLC located?",
      "a": "Grantham Mayo van Otterloo & Co LLC's principal office is in Boston, MA, according to its Form ADV."
    },
    {
      "q": "Is Grantham Mayo van Otterloo & Co LLC registered with the SEC or a state?",
      "a": "Grantham Mayo van Otterloo & Co LLC is an SEC-registered investment advisory firm, registered since 1979. Status as filed: Approved. CRD 106220."
    },
    {
      "q": "How much does Grantham Mayo van Otterloo & Co LLC manage?",
      "a": "Grantham Mayo van Otterloo & Co LLC reports $80,973,395,281 in regulatory assets under management in its Form ADV filing dated May 11, 2026 (98% discretionary)."
    },
    {
      "q": "How have Grantham Mayo van Otterloo & Co LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Grantham Mayo van Otterloo & Co LLC: Regulatory assets under management: $63,850,039,853 in the October 2021 data and $80,973,395,281 in the October 2026 data, up 27%. Total employees: 399 in October 2021 and 365 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Grantham Mayo van Otterloo & Co LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (53); investment companies (40); charitable organizations (16)."
    },
    {
      "q": "Which custodians does Grantham Mayo van Otterloo & Co LLC use?",
      "a": "Grantham Mayo van Otterloo & Co LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists CIBC Mellon Trust Company, State Street Bank and Trust Company, State Street Bank and Trust Company - Hong Kong Branch, State Street Bank and Trust Company - Singapore Branch, State Street Cayman Trust Company, Ltd., State Street International (Ireland) Limited, State Street Trust Company Canada, State Street Trustees Limited, Street Bank and Trust Company - Tokyo Branch, The Bank of New York Mellon and The Bank of New York Mellon - London Branch as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Grantham Mayo van Otterloo & Co LLC report any disciplinary disclosures?",
      "a": "Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation), 11.D(4) (another regulator's order in the past ten years), and 11.E(2) (self-regulatory organization's finding of a rule violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/106220"
    },
    {
      "q": "What changed in Grantham Mayo van Otterloo & Co LLC's recent Form ADV filings?",
      "a": "In the June 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 63850039853.0,
      "total_employees": 399,
      "filing_date": "2021-07-08"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 71875018352.0,
      "total_employees": 396,
      "filing_date": "2022-03-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 60835958170.0,
      "total_employees": 367,
      "filing_date": "2023-05-09"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 63392391637.0,
      "total_employees": 369,
      "filing_date": "2024-08-21"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 68645419782.0,
      "total_employees": 361,
      "filing_date": "2025-06-30"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 80973395281.0,
      "total_employees": 365,
      "filing_date": "2026-05-11"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 86 to 91.",
        "Regulatory assets under management went from $68,645,419,782 to $80,973,395,281 (+18%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.18% to 1% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.18% to 1% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "The asset-based fees paid to GMO by clients with discretionary separately managed accounts generally range from 0.18% to 1.00%."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.18,
        1.0
      ],
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "The asset-based fees paid to GMO by clients with discretionary separately managed accounts generally range from 0.18% to 1.00%."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "CIBC Mellon Trust Company",
      "name_as_filed": "CIBC MELLON TRUST COMPANY",
      "affiliated": false
    },
    {
      "name": "State Street Bank and Trust Company",
      "name_as_filed": "STATE STREET BANK AND TRUST COMPANY",
      "affiliated": false
    },
    {
      "name": "State Street Bank and Trust Company - Hong Kong Branch",
      "name_as_filed": "STATE STREET BANK AND TRUST COMPANY - HONG KONG BRANCH",
      "affiliated": false
    },
    {
      "name": "State Street Bank and Trust Company - Singapore Branch",
      "name_as_filed": "STATE STREET BANK AND TRUST COMPANY - SINGAPORE BRANCH",
      "affiliated": false
    },
    {
      "name": "State Street Cayman Trust Company, Ltd.",
      "name_as_filed": "STATE STREET CAYMAN TRUST COMPANY, LTD.",
      "affiliated": false
    },
    {
      "name": "State Street International (Ireland) Limited",
      "name_as_filed": "STATE STREET INTERNATIONAL (IRELAND) LIMITED",
      "affiliated": false
    },
    {
      "name": "State Street Trust Company Canada",
      "name_as_filed": "STATE STREET TRUST COMPANY CANADA",
      "affiliated": false
    },
    {
      "name": "State Street Trustees Limited",
      "name_as_filed": "STATE STREET TRUSTEES LIMITED",
      "affiliated": false
    },
    {
      "name": "Street Bank and Trust Company - Tokyo Branch",
      "name_as_filed": "STREET BANK AND TRUST COMPANY - TOKYO BRANCH",
      "affiliated": false
    },
    {
      "name": "The Bank of New York Mellon",
      "name_as_filed": "THE BANK OF NEW YORK MELLON",
      "affiliated": false
    },
    {
      "name": "The Bank of New York Mellon - London Branch",
      "name_as_filed": "THE BANK OF NEW YORK MELLON - LONDON BRANCH",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/grantham-mayo-van-otterloo-and-co-llc-boston-ma-106220.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 40,
      "fewer_than_5": false,
      "raum": 19052563596.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 53,
      "fewer_than_5": false,
      "raum": 25244646764.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 15,
      "fewer_than_5": false,
      "raum": 7144711348.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 16,
      "fewer_than_5": false,
      "raum": 7621025438.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 9,
      "fewer_than_5": false,
      "raum": 4286826809.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 7,
      "fewer_than_5": false,
      "raum": 3334198629.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 476314090.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 13,
      "fewer_than_5": false,
      "raum": 6192083169.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 16,
      "fewer_than_5": false,
      "raum": 7621025438.0
    }
  ],
  "disclosure_line": "Reports 3 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/106220",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}