Grantham Mayo Van Otterloo & Co LLC (Boston)

Name: Grantham Mayo Van Otterloo & Co LLC
Address: 40 Rowes Wharf, Boston, MA, 02110 3340
Telephone: 617-330-7500

Grantham Mayo Van Otterloo & Co LLC is a large advisory firm based in Boston. It manages $60.52 billion of regulatory assets for 97 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California and Massachusetts.

Grantham Mayo Van Otterloo & provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Grantham Mayo Van Otterloo &: assets under management

The assets under management (AUM) of Grantham Mayo Van Otterloo & Co LLC is $60.52 billion. The firm's AUM has grown by 199% since the beginning of its operation, and $20.69 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $59.95 billion in discretionary accounts and $563.04 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $624.51 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $563.04 million.

Grantham Mayo Van Otterloo & has custody of $8.42 billion in cash and securities for 90 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 53% of the total AUM. The second-largest asset type is derivatives, which make up 28% of the firm’s portfolio. Investments in government bonds form 10% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Grantham Mayo Van Otterloo & Co LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Bevis Longstreth serves?

The firm provides services to insurance companies, investment companies, charitable organizations, high net worth individuals, pooled investment vehicles, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Bevis Longstreth is pension and profit sharing plans with 52 clients and $16.14 billion of assets under management. Among the 9 most similar advisory firms, Grantham Mayo Van Otterloo & has the 2nd highest percentage of pension and profit sharing plans out of all clients.

The amount of regulatory assets under management is $58.03 billion for 187 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 22% of the firm’s clients are foreign persons or businesses.

Grantham Mayo Van Otterloo & also advises several private funds. Namely, twenty eight hedge funds. The minimum investment commitment required of non-related persons ranges from $0 to $10,000,000.

Careers at Grantham Mayo Van Otterloo & Co LLC

The company employs 420 people that are either part- or full-time employees. 24 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There are 5 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Bevis Longstreth has been acting as President since 1 May 2005. Simon Anthony Harris joined the executive team most recently as the Member; Investment Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Jeremy Grantham	Founding member; board member	1 Dec 1979	Other	4339074
Richard Arthur Mayo	Capital member	1 Dec 1979	Other	4339171
Eyk De Mol Alexander Van Otterloo	Founding member	1 Dec 1979	Other	4339176
Eyk Alexander De Mol Van Otterloo	Owner, gmo board member	1 Dec 1979	Other	4339176
Christopher Darnell	Member, gmo board	1 Oct 1984	Other	2703545
Forrest Berkley	Member, management committee	1 Jul 1986	Other	2706093
Paul Woolley	Member, gmo board	1 Nov 1987	Other	4340103
Jui Lian Lai	Investment director	1 Feb 1988	Other	4339235
Ann Mari Spruill	Member, management committee	1 Jun 1990	Other	4339231
Robert M. Soucy	Portfolio manager and member	1 Jul 1991	Other	4473494
Benjamin Inker	Member; board member; investment director	1 Aug 1992	Other	2709273
Benjamin Louis Inker	Member; board member; investment director	1 Aug 1992	Other	2709273
Kirk Ott	Portfolio manager and member	1 Aug 1992	Other	4478374
Thomas Franklin Cooper	Member; investment director	1 Oct 1993	Other	1681022
William Nemerever	Member, management committee	1 Oct 1993	Other	2708904
Arjun Divecha	Member; board chairman; investment director	1 Nov 1993	Other	2364705
Arjun Bhagwan Divecha	Member; board chairman; investment director	1 Nov 1993	Other	2364705
Arjun Diveche	Member, management committee	1 Nov 1993	Other	2364705
Richard Paul Mattione	Member; investment director	1 May 1994	Other	2285908
Edmond G. Choi	Portfolio manager	1 Aug 1994	Other	4493561
William Royer	General counsel	1 Feb 1995	Other	2825949
Julie L. Perniola	Compliance officer	1 Apr 1995	Other	4340409
Thomas Raysor Hancock	Member; investment director	1 Jul 1995	Other	5024891
Thomas Hancock	Member; investment director	1 Jul 1995	Other	5024891
Jon Lewis Hagler	Member, gmo board	1 Jul 1996	Other	4339191
Sam Joshua Wilderman	Member; investment director	1 Aug 1996	Other	2495511
Alan George Smith	Member; director of human resources	1 Mar 1997	Other	6210566
Peter R Blum	Member, management committee	1 Apr 1998	Other	831540
John William Rosenblum	Member; board vice chairman	1 Oct 1998	Other	4339183
Scott Evan Eston	Chairman, management committee	1 Oct 1998	Other	4339096
Frances Davies	Member, management committee	1 Jun 2000	Other	4340108
Benjamin Inker	Member, management committee	1 Jun 2000	Other	2709273
Anthony Ryan	Member, management committee	1 Sep 2000	Other	2101280
Richard Edward Dahlberg	Portfolio manager	1 Nov 2001	Other	2650236
Sam Joshua Wilderman	Member; investment director	1 Jan 2003	Other	2495511
Bradley Jay Hilsabeck	Member; chief executive officer; board member	1 Apr 2003	Other	1540719
Bevis Longstreth	Director	1 May 2005	Other	1883544
Joseph Barker Kittredge	Member; general counsel	1 Oct 2005	Other	5122247
Joseph B. Kittredge	General counsel	1 Oct 2005	Other	5122247
Bradley Jay Hilsabeck	Member; executive committee	1 Jul 2006	Other	1540719
Jacob Gray	Investment director	1 Mar 2007	Other	5312807
Richard Paul Mattione	Member; investment director	1 Mar 2008	Other	2285908
Kelly A. Donovan	Acting chief compliance officer	1 Apr 2008	Other	5513637
Jan Francis Jumet	Chief compliance officer	1 Sep 2008	Other	4364002
Jason Halliwell	Member; investment director	1 Nov 2008	Other	6043007
Marc Orlans Mayer	Member; chief executive officer; board member	1 Mar 2009	Other	2120110
Kelly A. Donovan	Acting chief compliance officer	1 Apr 2009	Other	5513637
Jr. John B Mcginty	Chief compliance officer	1 Jul 2009	Other	5560420
John B Mcginty	Chief compliance officer	1 Jul 2009	Other	5560420
Forrest Berkley	Board member	1 Jun 2010	Other	2706093
Jean Pierre Mittaz	Member; chief operating officer	1 Jul 2010	Other	5824204
Jean Pierre Joseph Mittaz	Member; chief operating officer	1 Jul 2010	Other	5824204
Myra R Drucker	Board member	1 Aug 2010	Other	843725
Myra Rose Drucker	Board member	1 Aug 2010	Other	843725
Andrew G. Spangler	Member; investment director	1 May 2011	Other	5931707
Andrew Galt Spangler	Member; investment director	1 May 2011	Other	5931707
Urban Carl Mueller	Member; head of global client relations	1 Jul 2011	Other	5962396
Urban Clark Mueller	Member; director of global marketing and client relations	1 Jul 2011	Other	5962396
Margaret Ann Mcgetrick	Board member	1 Dec 2011	Other	4643134
John David Cowan	Member; investment director	1 Sep 2012	Other	6117732
Marc Peter Seidner	Member; investment director	1 Mar 2014	Other	2671675
Stephen Paul Casper	Board member	1 May 2014	Other	2073412
Nicole Cara Zimmerman	Director of human resources	1 Apr 2015	Other	5776563
Gregory L. Pottle	Chief compliance officer	1 May 2015	Other	6496621
Gregory Lance Pottle	Chief compliance officer	1 May 2015	Other	6496621
Tina Vandersteel	Member; investment director	1 Oct 2015	Other	2288918
Neil Richard Constable	Member; investment director	1 Jul 2016	Other	6680804
Scott Louis Hayward	Member; board member; chief executive officer	1 Feb 2017	Other	4335063
Alexander Martyn Bark	Member; head of global client relations	1 Jun 2018	Other	6958880
Mark Jay Nitzberg	Board member	1 May 2019	Other	4380413
Jonathan E Feigelson	General counsel	1 May 2019	Other	3134249
Simon Anthony Harris	Member; investment director	1 Jul 2019	Other	7150643

Based in Boston

The principal office where Grantham Mayo Van Otterloo & Co LLC performs its advisory services is located at 40 Rowes Wharf, Boston, MA 02110 3340, which is also the mailing address of the firm. An additional office of the firm is in Berkeley, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-330-7500 or by fax 617-261-0134. The normal business hours are 8:30-5:30 on Monday - Friday. You can find more information about the New York firm at gmo.com.