DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Grantham Mayo Van Otterloo & Co LLC
Latest filing May 11, 2026
First filing on the tape Mar 30, 2012 · 46 filings
SEC status approved since Dec 31, 1979
RAUM
$81B
reported, Item 5.F
Discretionary
98%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
365
91 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
38
reported on Schedule D
History
46 filings and snapshots on the tape
RAUM$81B as of May 11, 2026
Mar 30, 2012$98B then
HNW client RAUM$0 as of May 11, 2026
Mar 29, 2018$20.4M then
State-registered IARs (5.B.3)0 as of May 11, 2026
Mar 30, 20120 then
Employees (5.A)365 as of May 11, 2026
Apr 1, 2013449 then
Private funds38 as of May 11, 2026
Mar 30, 201239 then
RAUM +18% over the last fiscal year+10% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 11, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $476MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 98%derivedof RAUM
- Institutional
- 24%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +18%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companies, pension consulting, selection of other advisers, publications, educational seminarsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client securities (9.A.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$25B34%
- Investment companies$19B26%
- Charitable organizations$7.6B10%
- Pension and profit-sharing plans$7.1B9.7%
- Corporations and businesses$6.2B8.4%
- State and municipal entities$4.3B5.8%
- Other investment advisers$3.3B4.5%
- Insurance companies$476M0.6%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 15reported
- Charitable clients
- 16reported
- Accounts
- 170reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.59 institutional_share=0.24 related_bd=false related_bank=true bd_reps=43.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
71 reported on Schedule D 7.B.(1)
All funds of Grantham Mayo Van Otterloo & Co LLC
Owners and control persons
Schedule A and B, latest filing
- Martyn Alexander Bark · Member; Head Of Global Client Relationscontrolsince 06/2018 · owns less than 5%
- Louis Scott Hayward · Member; Board Member; Chief Executive Officercontrolsince 02/2017 · owns 5% to 10%
- Anthony Hene · Board Membercontrolsince 05/2023 · owns less than 5%
- Donald Roy Henriksson · Member; Head Of Investment Risk And Tradingcontrolsince 10/2020 · owns less than 5%
- Louis Benjamin Inker · Member; Board Member; C0-Head Of Asset Allocationcontrolsince 08/1992 · owns less than 5%
- Dietrich Andrew Martin · Member; Head Of Investment Product Strategycontrolsince 08/2020 · owns less than 5%
- Lance Gregory Pottle · Member; Chief Compliance Officercontrolsince 05/2015 · owns less than 5%
- Georgios Sakoulis · Member; Head Of Investment Teamscontrolsince 08/2020 · owns less than 5%
- Dina Santoro · Chief Operating Officercontrolsince 02/2023 · owns less than 5%
- Hylton Socher · Chief Technology Officercontrolsince 01/2020 · owns less than 5%
- Scott Philip Zachos · Member; General Counselcontrolsince 11/2021 · owns less than 5%
- Cara Nicole Zimmerman · Member; Director Of Human Resourcescontrolsince 04/2015 · owns less than 5%
- Paul Stephen Casper · Board Membersince 05/2014 · owns less than 5%
- Jeremy Robert Grantham · Founding Member; Board Membersince 12/1979 · owns 10% to 25%
- Arthur Richard Mayo · Capital Membersince 12/1979 · owns 5% to 10%
- Ann Margaret Mcgetrick · Board Membersince 12/2011 · owns less than 5%
- Kyle Andrea Muller · Board Membersince 05/2021 · owns less than 5%
- Jay Mark Nitzberg · Board Membersince 05/2019 · owns less than 5%
- De Mol Alexander Eyk Van Otterloo · Founding Membersince 12/1979 · owns 5% to 10%
Related persons
Schedule D 7.A
- Gmo Australia Ltd.investment adviserpooled vehicle sponsory
- Gmo Investment Partners, LLCbankpooled vehicle sponsory
- Gmo Netherlands B.V.investment advisern
- Gmo Singapore Pte. Limitedinvestment adviseryRAUM $2.1B
- Gmo Uk Limitedinvestment advisery
Advisers that list Grantham Mayo Van Otterloo & Co LLC as a related person
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 125 to 170Jun 30, 2025 to Mar 31, 2026
- Advisory employees · 86 to 91Jun 30, 2025 to Mar 31, 2026
- BD registered reps · 39 to 43Jun 30, 2025 to Mar 31, 2026
- Charity clients · 17 to 16Jun 30, 2025 to Mar 31, 2026
- Pension plan clients · 17 to 15Jun 30, 2025 to Mar 31, 2026
- Pooled vehicle clients · 51 to 53Jun 30, 2025 to Mar 31, 2026
- Employees · 361 to 365Jun 30, 2025 to Mar 31, 2026
- Private funds · 40 to 38Jun 30, 2025 to Mar 31, 2026
- Discretionary RAUM · $67B to $79BJun 30, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $1.2B to $1.6BJun 30, 2025 to Mar 31, 2026
- Pension RAUM · $7.2B to $7.1BJun 30, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $21B to $25BJun 30, 2025 to Mar 31, 2026
- RAUM · $69B to $81BJun 30, 2025 to Mar 31, 2026
- Financial planning clients · unset to Mar 28, 2025 to Jun 30, 2025
- Private funds · 37 to 40Mar 28, 2025 to Jun 30, 2025
- Accounts · 111 to 125Aug 21, 2024 to Mar 28, 2025
- Advisory employees · 98 to 86Aug 21, 2024 to Mar 28, 2025
- BD registered reps · 33 to 39Aug 21, 2024 to Mar 28, 2025
- Charity clients · 16 to 17Aug 21, 2024 to Mar 28, 2025
- Pension plan clients · 21 to 17Aug 21, 2024 to Mar 28, 2025
- Pooled vehicle clients · 43 to 51Aug 21, 2024 to Mar 28, 2025
- Assets in custody · $12B to $5.7BAug 21, 2024 to Mar 28, 2025
- Employees · 369 to 361Aug 21, 2024 to Mar 28, 2025
- Discretionary RAUM · $62B to $67BAug 21, 2024 to Mar 28, 2025
- Non-discretionary RAUM · $1.7B to $1.2BAug 21, 2024 to Mar 28, 2025
- Pension RAUM · $8.9B to $7.2BAug 21, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $18B to $21BAug 21, 2024 to Mar 28, 2025
- RAUM · $63B to $69BAug 21, 2024 to Mar 28, 2025
- Assets in custody · $11.7M to $12BMar 28, 2024 to Apr 11, 2024
- Accounts · 102 to 111Mar 6, 2024 to Mar 28, 2024
- Advisory employees · 103 to 98Mar 6, 2024 to Mar 28, 2024
- BD registered reps · 37 to 33Mar 6, 2024 to Mar 28, 2024
- Charity clients · 14 to 16Mar 6, 2024 to Mar 28, 2024
- Corporate clients · 10 to 13Mar 6, 2024 to Mar 28, 2024
- Pension plan clients · 23 to 21Mar 6, 2024 to Mar 28, 2024
- Pooled vehicle clients · 46 to 43Mar 6, 2024 to Mar 28, 2024
- Assets in custody · $13B to $11.7MMar 6, 2024 to Mar 28, 2024
- Employees · 367 to 369Mar 6, 2024 to Mar 28, 2024
- Other offices · 1 to 0Mar 6, 2024 to Mar 28, 2024
- Private funds · 38 to 37Mar 6, 2024 to Mar 28, 2024
Signals
20 dated events
- Bhagwan Arjun Divecha (Member; Board Member) no longer on Schedule A of Grantham Mayo Van Otterloo & Co Llc (listed 2023-03-29, absent 2023-05-09)May 9, 2023 · Control person left · inference
- Anthony Hene (Board Member) appeared on Schedule A of Grantham Mayo Van Otterloo & Co LlcMay 9, 2023 · Control person joined · fact
- P. Carolyn Haley (Member; Head Of Operations, Finance And Fund Treasury And Tax) no longer on Schedule A of Grantham Mayo Van Otterloo & Co Llc (listed 2023-02-28, absent 2023-03-29)Mar 29, 2023 · Control person left · inference
- Dina Santoro (Chief Operating Officer) appeared on Schedule A of Grantham Mayo Van Otterloo & Co LlcMar 29, 2023 · Control person joined · fact
- Scott Philip Zachos (Member; General Counsel) appeared on Schedule A of Grantham Mayo Van Otterloo & Co LlcMar 30, 2022 · Control person joined · fact
- E Jonathan Feigelson (General Counsel) no longer on Schedule A of Grantham Mayo Van Otterloo & Co Llc (listed 2021-07-08, absent 2022-03-30)Mar 30, 2022 · Control person left · inference
- Donald Roy Henriksson (Member; Head Of Investment Risk And Trading) appeared on Schedule A of Grantham Mayo Van Otterloo & Co LlcMar 30, 2021 · Control person joined · fact
- Georgios Sakoulis (Member; Head Of Investment Teams) appeared on Schedule A of Grantham Mayo Van Otterloo & Co LlcMar 30, 2021 · Control person joined · fact
- Dietrich Andrew Martin (Head Of Investment Product Strategy) appeared on Schedule A of Grantham Mayo Van Otterloo & Co LlcMar 30, 2021 · Control person joined · fact
- Raysor Thomas Hancock (Member; Investment Director) no longer on Schedule A of Grantham Mayo Van Otterloo & Co Llc (listed 2021-02-17, absent 2021-03-30)Mar 30, 2021 · Control person left · inference
- Tina Vandersteel (Member; Investment Director) no longer on Schedule A of Grantham Mayo Van Otterloo & Co Llc (listed 2021-02-17, absent 2021-03-30)Mar 30, 2021 · Control person left · inference
- Anthony Simon Harris (Member; Investment Director) no longer on Schedule A of Grantham Mayo Van Otterloo & Co Llc (listed 2021-02-17, absent 2021-03-30)Mar 30, 2021 · Control person left · inference
- Drew Steven Edwards (Member; Investment Director) no longer on Schedule A of Grantham Mayo Van Otterloo & Co Llc (listed 2021-02-17, absent 2021-03-30)Mar 30, 2021 · Control person left · inference
- Drew Steven Edwards (Member; Investment Director) appeared on Schedule A of Grantham Mayo Van Otterloo & Co LlcNov 20, 2020 · Control person joined · fact
- P. Carolyn Haley (Member; Head Of Operations, Finance And Fund Treasury And Tax) appeared on Schedule A of Grantham Mayo Van Otterloo & Co LlcNov 20, 2020 · Control person joined · fact
- Joseph Jean-Pierre Mittaz (Member; Chief Operating Officer) no longer on Schedule A of Grantham Mayo Van Otterloo & Co Llc (listed 2020-03-27, absent 2020-11-20)Nov 20, 2020 · Control person left · inference
- Hylton Socher (Chief Technology Officer) appeared on Schedule A of Grantham Mayo Van Otterloo & Co LlcMar 27, 2020 · Control person joined · fact
- Richard Neil Constable (Member; Investment Director) no longer on Schedule A of Grantham Mayo Van Otterloo & Co Llc (listed 2019-05-31, absent 2019-07-03)Jul 3, 2019 · Control person left · inference
- Anthony Simon Harris (Member; Investment Director) appeared on Schedule A of Grantham Mayo Van Otterloo & Co LlcJul 3, 2019 · Control person joined · fact
- E Jonathan Feigelson (General Counsel) appeared on Schedule A of Grantham Mayo Van Otterloo & Co LlcMay 31, 2019 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
- Grantham Mayo van Otterloo & Co LLC · Independent Sponsorsshared crd · capital_provider
- Grantham Mayo van Otterloo & Co LLC · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- md.linkedin.com/company/gmoreportedpublic record, Form ADV, Sep 17, 2026
- Website
- gmo.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 617-330-7500reportedpublic record, Form ADV, May 11, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Other adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
Grantham Mayo Van Otterloo & Co LLC is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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