Services and clients
Grantham Mayo Van Otterloo & Co provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, selecting other managers, publishing newsletters, and educational seminars.
The firm advises 38 private funds.
Clients
Grantham Mayo Van Otterloo & Co reports 170 clients. They include 53 pooled investment vehicles, 40 investment companies and 16 charitable organizations.
- Investment companies40 clients$19.05B in assets
- Pooled investment vehicles53 clients$25.24B in assets
- Pension and profit-sharing plans15 clients$7.14B in assets
- Charitable organizations16 clients$7.62B in assets
- State or municipal government entities9 clients$4.29B in assets
- Other client types37 clients$17.62B in assetsOther investment advisers; Insurance companies; Corporations and other businesses; Other
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Investment companies | 40 | $19,052,563,596 | 23.5% | $476.3M |
| Pooled investment vehicles | 53 | $25,244,646,764 | 31.2% | $476.3M |
| Pension and profit-sharing plans | 15 | $7,144,711,348 | 8.8% | $476.3M |
| Charitable organizations | 16 | $7,621,025,438 | 9.4% | $476.3M |
| State or municipal government entities | 9 | $4,286,826,809 | 5.3% | $476.3M |
| Other investment advisers | 7 | $3,334,198,629 | 4.1% | $476.3M |
| Insurance companies | 1 | $476,314,090 | 0.6% | $476.3M |
| Corporations and other businesses | 13 | $6,192,083,169 | 7.6% | $476.3M |
| Other | 16 | $7,621,025,438 | 9.4% | $476.3M |
| Total | 170 | $80,973,395,281 | 100% | $476.3M |
- Clients
- 40
- Regulatory AUM
- $19,052,563,596
- AUM share
- 23.5%
- Avg. per client
- $476.3M
- Clients
- 53
- Regulatory AUM
- $25,244,646,764
- AUM share
- 31.2%
- Avg. per client
- $476.3M
- Clients
- 15
- Regulatory AUM
- $7,144,711,348
- AUM share
- 8.8%
- Avg. per client
- $476.3M
- Clients
- 16
- Regulatory AUM
- $7,621,025,438
- AUM share
- 9.4%
- Avg. per client
- $476.3M
- Clients
- 9
- Regulatory AUM
- $4,286,826,809
- AUM share
- 5.3%
- Avg. per client
- $476.3M
- Clients
- 7
- Regulatory AUM
- $3,334,198,629
- AUM share
- 4.1%
- Avg. per client
- $476.3M
- Clients
- 1
- Regulatory AUM
- $476,314,090
- AUM share
- 0.6%
- Avg. per client
- $476.3M
- Clients
- 13
- Regulatory AUM
- $6,192,083,169
- AUM share
- 7.6%
- Avg. per client
- $476.3M
- Clients
- 16
- Regulatory AUM
- $7,621,025,438
- AUM share
- 9.4%
- Avg. per client
- $476.3M
Total
- Clients
- 170
- Regulatory AUM
- $80,973,395,281
- AUM share
- 100%
- Avg. per client
- $476.3M
98.1% of assets ($79.41B across 161 accounts) are managed with discretion; $1.57B across 9 accounts are not. 40% of clients are outside the U.S.
Additional activity details
- Clients outside the U.S.
- 40%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 38
Fees and minimums
Grantham Mayo Van Otterloo & Co is paid through a percentage of assets under management and performance-based fees.
Brochure fee details have not yet been processed for this profile. Find its brochure on the SEC’s site.
Ownership and people
Scott Hayward is CEO of Grantham Mayo Van Otterloo & Co.
- Owns 5% to 10% of Grantham Mayo Van Otterloo & Co LLC
Robert Grantham
since December 1979
- Owns 5% to 10% of Grantham Mayo Van Otterloo & Co LLC
Richard Mayo
since December 1979
- Owns 5% to 10% of Grantham Mayo Van Otterloo & Co LLC
Eyk Van Otterloo
since December 1979
- Owns 5% to 10% of Grantham Mayo Van Otterloo & Co LLC
Scott Hayward
Control person · since February 2017
Staff
- 365 employees
- 91 in advisory functions
- 43 broker-dealer reps
- 4 soliciting firms
Investments and reported holdings
What the accounts hold
- Stocks69%
- Funds3%
- Bonds16%
- Sovereign bonds12%
- U.S. government and agency bonds3%
- Investment grade corporate bonds1%
- Cash3%
- Other8%
- Derivatives7%
- Cash collateral and asset backed securities1%
Filed values cover 99%. The neutral 1% gap has no reported category.
Custodians
Grantham Mayo Van Otterloo & Co’s named custodians for separately managed accounts include State Street Trustees Limited ($5,010,790,401), and State Street Bank and Trust ($4,839,581,869). Grantham Mayo Van Otterloo & Co has custody of $5.73B for 27 clients.
- State Street Trustees LimitedLondon
- $5,010,790,401
- State Street Bank and Trust CompanyBoston, MA
- $4,839,581,869
- The Bank of New York MellonNew York, NY
- $3,662,891,437
- State Street Trust Company CanadaToronto
- $3,080,429,059
- State Street International (ireland) LimitedDublin
- $1,938,514,260
- CIBC Mellon Trust CompanyToronto
- $1,329,767,289
- The Bank of New York Mellon - London BranchLondon
- $1,184,369,074
- State Street Bank and Trust Company - Hong Kong BranchHong Kong
- $222,682,938
- State Street Cayman Trust Company, LTD.Camana Bay
- $146,769,285
- State Street Bank and Trust Company - Singapore BranchSingapore
- $91,219,323
- State Street Bank and Trust Company - Tokyo BranchTokyo
- $8,248,771
Offices and registration details
Besides its headquarters, Grantham Mayo Van Otterloo & Co has 0 offices, with 1 listed address in 1 state.
Massachusetts · 1 listed address
- 53 State Street, Floor 33, BostonHQ
Other business names
Grantham Mayo Van Otterloo & Co has reported 1 other business name to the SEC.
- Gmo, Gmo LLC
Registration details
- Legal name
- Grantham Mayo Van Otterloo & Co LLC
- Website
- Not reported
- Headquarters
- 53 State Street, Floor 33, Boston, MA 02109
- SEC file
- 801-15028
- Structure
- Massachusetts LLC
- Fiscal year end
- December
- State notice filings
- 2 jurisdictions, most recently 31 March 2004
Notice filing jurisdictions
- California
- Notice Filed · 31 March 2004
- Massachusetts
- Notice Filed · 31 March 2004
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Grantham Mayo Van Otterloo & Co have?
Grantham Mayo Van Otterloo & Co has 170 clients and manages $81 billion for them, as of May 2026. They include 53 pooled investment vehicles, 40 investment companies and 16 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 May 2026
What services does Grantham Mayo Van Otterloo & Co offer?
Grantham Mayo Van Otterloo & Co provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, selecting other managers, publishing newsletters, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Grantham Mayo Van Otterloo & Co use?
Grantham Mayo Van Otterloo & Co’s separately managed account assets are held at State Street Trustees Limited (London), with $5,010,790,401, State Street Bank and Trust Company (Boston, MA), with $4,839,581,869, The Bank of New York Mellon (New York, NY), with $3,662,891,437, State Street Trust Company Canada (Toronto), with $3,080,429,059, State Street International (ireland) Limited (Dublin), with $1,938,514,260, CIBC Mellon Trust Company (Toronto), with $1,329,767,289, The Bank of New York Mellon - London Branch (London), with $1,184,369,074, State Street Bank and Trust Company - Hong Kong Branch (Hong Kong), with $222,682,938, State Street Cayman Trust Company, LTD. (Camana Bay), with $146,769,285, State Street Bank and Trust Company - Singapore Branch (Singapore), with $91,219,323 and State Street Bank and Trust Company - Tokyo Branch (Tokyo), with $8,248,771. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 May 2026
How many financial advisors does Grantham Mayo Van Otterloo & Co have?
Grantham Mayo Van Otterloo & Co has 0 investment adviser representatives registered with state securities authorities, out of 365 employees, and 91 perform investment advisory functions. 43 employees are registered representatives of a broker-dealer and 0 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Grantham Mayo Van Otterloo & Co invest in?
At the end of its last fiscal year, Grantham Mayo Van Otterloo & Co’s separately managed accounts held 69% exchange-traded equities, 12% sovereign bonds, 7% derivatives, 3% U.S. government and agency bonds, 3% registered funds (mutual funds, ETFs, BDCs), 3% cash and equivalents, 1% investment grade corporate bonds and 1% other. The 1% other category is described as: Cash Collateral and Asset Backed Securities. It advises 38 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Grantham Mayo Van Otterloo & Co?
Grantham Mayo Van Otterloo & Co’s direct owners are Robert Grantham, Richard Mayo, Eyk Van Otterloo and Scott Hayward, each holding 10% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 11 May 2026
How does Grantham Mayo Van Otterloo & Co get paid?
Grantham Mayo Van Otterloo & Co is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file