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.

Former SEC-registered adviser

Gmo Renewable Resources, LLC

Former SEC-registered adviserBoston, MassachusettsCRD 109309SEC 801-55183IAPD
Latest filing May 31, 2017
First filing on the tape Mar 30, 2012 · 17 filings
RAUM
$2.3B
reported, Item 5.F
Discretionary
100%
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
37
19 advisory (5.B.1)
Offices
n/a
beyond the principal office
Private funds
17
$3.0B gross assets
History
17 filings and snapshots on the tape
RAUM$2.3B as of Mar 31, 2017
Mar 30, 2012$4.2B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2017
Mar 30, 20120 then
Employees (5.A)37 as of Mar 31, 2017
Apr 1, 201333 then
Private funds17 as of Mar 31, 2017
Mar 30, 201221 then
RAUM -12% over the last fiscal year+1.8% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 31, 2017; 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
$110MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived3 offices incl. principal (1.F.5)
RAUM growth, one year
-12%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, fixed fees, performance-basedreportedItem 5.E
Advisory activities
portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, educational seminars, otherreportedItem 5.G
Custody
$2.1B, 19 clientsreportedItem 9.A
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)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
  • an independent public accountant performs a surprise examination (9.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
21reported
Financial planning clients
n/areported
Wrap fee programs
noreported
Custody of client assets
$2.1B for 19 clientsreported
Compensation
% of AUM, fixed, performancereported
Class basis
absent from the latest SEC rosterderived
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
      Every departureEvery arrival
      Private funds
      11 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      Lhf Australian Forest Holdings Trustno longer reportedReal Estate Fund$174M2Mar 30, 2012
      Southern Hemisphere Softwood Companyno longer reportedReal Estate Fund$2.6M3Mar 30, 2012
      Tasmania Softwood Fund Pty Ltdno longer reportedReal Estate Fund$1.8M2Mar 30, 2012
      Gmo Forestry Fund 1, LPno longer reportedReal Estate Fund$1.6M27Mar 30, 2012
      Gmo Forestry Fund 5, LPno longer reportedReal Estate Fund$1.4M31Mar 30, 2012
      Forest Wealth Fund, LPno longer reportedReal Estate Fund$1.3M4Mar 30, 2012
      Gmo Forestry Fund 6-B, LPno longer reportedReal Estate Fund$638,9728Mar 30, 2012
      Forest Wealth Fund Trustno longer reportedReal Estate Fund$583,7242Mar 30, 2012
      Gmo Forestry Fund 6-A, LPno longer reportedReal Estate Fund$414,62544Mar 30, 2012
      Gmo Forestry Fund 6-D, LPno longer reportedReal Estate Fund$206,5612Mar 30, 2012
      Gmo Forestry Fund 6-C, LPno longer reportedReal Estate Fund$15,2494Mar 30, 2012
      Owners and control persons
      Schedule A and B, latest filing
      • Eva Greger Morse · Managing Director; Investment Committee Member; And Board Of Governors Membercontrol
        since 01/1998 · owns 10% to 25%
      • Stephen Darien Michael Claridge · Investment Committee Member; Director Of Northern Hemisphere Investments; And Board Of Governors Member
        since 11/2012 · owns 5% to 10%
      • John Stuart Donald · Investment Committee Member; Director Of Agrigulture; And Board Of Governors Member
        since 06/2012 · owns less than 5%
      • Jeremy Robert Grantham · Investment Committee Member; And Board Of Governors Member
        since 01/2001 · owns less than 5%
      • Gordon Ian Jolly · Director Of Non-U.S. Timberlands; Investment Committee Member; And Board Of Governors Member
        since 01/2001 · owns 10% to 25%
      • Barker Joseph Kittredge · Board Of Governors Member
        since 01/2007 · owns less than 5%
      • Alexander Mark Mitchelson · Chief Compliance Officer
        since 03/2008 · owns less than 5%
      • Jean-Pierre Mittaz · Board Of Governors Member
        since 07/2011 · owns less than 5%
      • George Motta · Investment Committee Member; And Head Of Domestic (U.S.) Forest Operations
        since 11/2007 · owns less than 5%
      • Carl Urban Mueller · Board Of Governors Member
        since 03/2015 · owns less than 5%
      • Levi Lucas White · Investment Committee Member
        since 10/2016 · owns less than 5%
      Entity owners
      • Grantham Mayo Van Otterloo & Co LLC · Managing Member
        direct · owns 50% to 75%
      Related persons
      Schedule D 7.A
      • Gmo Australia Ltd.
        investment adviserpooled vehicle sponsorn
      • Gmo Bt Gp, LLC
        pooled vehicle sponsory
      • Gmo Europe LLC
        investment adviserbankpooled vehicle sponsornRAUM $4.2B
      • Gmo Flo Fund Gp, LLC
        bankpooled vehicle sponsory
      • Gmo Forestry Fund 9 Manager, LLC
        pooled vehicle sponsory
      • Gmo Investment Management Company (Ireland) Limited
        pooled vehicle sponsorn
      • Gmo Investment Partners, LLC
        bankpooled vehicle sponsorn
      • Gmo Long Horizons Manager, LLC
        pooled vehicle sponsory
      • Gmo Renewable Resources Separate Account Gp, LLC
        pooled vehicle sponsory
      • Gmo Singapore Pte. Limited
        investment advisernRAUM $2.1B
      • Gmo Threshold Timber LLC
        pooled vehicle sponsory
      • Gmo Uk Limited
        investment advisern
      • Grantham Mayo Van Otterloo & Co LLC
        investment adviserbankpooled vehicle sponsorLP sponsoryRAUM $81B
      • Quokka General Partner, LLC
        pooled vehicle sponsory
      • Rr Fund 7, LLC
        pooled vehicle sponsory
      • Rr Fund 8, LLC
        pooled vehicle sponsory
      Advisers that list Gmo Renewable Resources, LLC as a related person
      Offices
      Schedule D 1.F, the 25 largest
      • Montevideo, Uruguay
      • Rotorua, New Zealand
      What changed
      consecutive filings, newest first
      • Accounts · 22 to 21
        May 27, 2016 to Mar 31, 2017
      • Assets in custody · $2.3B to $2.1B
        May 27, 2016 to Mar 31, 2017
      • Employees · 38 to 37
        May 27, 2016 to Mar 31, 2017
      • Private funds · 16 to 17
        May 27, 2016 to Mar 31, 2017
      • Discretionary RAUM · $2.6B to $2.3B
        May 27, 2016 to Mar 31, 2017
      • Non-discretionary RAUM · $9.6M to $5.6M
        May 27, 2016 to Mar 31, 2017
      • RAUM · $2.6B to $2.3B
        May 27, 2016 to Mar 31, 2017
      • Accounts · 21 to 22
        Mar 31, 2015 to Mar 30, 2016
      • Advisory employees · 16 to 19
        Mar 31, 2015 to Mar 30, 2016
      • Assets in custody · $2.1B to $2.3B
        Mar 31, 2015 to Mar 30, 2016
      • Employees · 35 to 38
        Mar 31, 2015 to Mar 30, 2016
      • Private funds · 15 to 16
        Mar 31, 2015 to Mar 30, 2016
      • Discretionary RAUM · $2.7B to $2.6B
        Mar 31, 2015 to Mar 30, 2016
      • Non-discretionary RAUM · $13.1M to $9.6M
        Mar 31, 2015 to Mar 30, 2016
      • RAUM · $2.7B to $2.6B
        Mar 31, 2015 to Mar 30, 2016
      • Accounts · 19 to 21
        Jul 16, 2014 to Mar 31, 2015
      • Assets in custody · $2.2B to $2.1B
        Jul 16, 2014 to Mar 31, 2015
      • Employees · 33 to 35
        Jul 16, 2014 to Mar 31, 2015
      • Financial planning clients · 0 to unset
        Jul 16, 2014 to Mar 31, 2015
      • Discretionary RAUM · $2.2B to $2.7B
        Jul 16, 2014 to Mar 31, 2015
      • Non-discretionary RAUM · $10.1M to $13.1M
        Jul 16, 2014 to Mar 31, 2015
      • RAUM · $2.2B to $2.7B
        Jul 16, 2014 to Mar 31, 2015
      • Accounts · 25 to 19
        May 29, 2013 to Mar 31, 2014
      • Advisory employees · 14 to 16
        May 29, 2013 to Mar 31, 2014
      • Assets in custody · $1.9B to $2.2B
        May 29, 2013 to Mar 31, 2014
      • Private funds · 21 to 15
        May 29, 2013 to Mar 31, 2014
      • Discretionary RAUM · $1.9B to $2.2B
        May 29, 2013 to Mar 31, 2014
      • Non-discretionary RAUM · $83.7M to $10.1M
        May 29, 2013 to Mar 31, 2014
      • RAUM · $2.0B to $2.2B
        May 29, 2013 to Mar 31, 2014
      • RAUM · $4.2B to $2.0B
        Feb 15, 2013 to Apr 1, 2013
      • Accounts · 27 to 25
        Feb 15, 2013 to Apr 1, 2013
      • Assets in custody · $2.2B to $1.9B
        Feb 15, 2013 to Apr 1, 2013
      • Employees · 32 to 33
        Feb 15, 2013 to Apr 1, 2013
      • Discretionary RAUM · $2.2B to $1.9B
        Feb 15, 2013 to Apr 1, 2013
      • Non-discretionary RAUM · $2.0B to $83.7M
        Feb 15, 2013 to Apr 1, 2013
      • Advisory employees · unset to 14.0
        Jul 2, 2012 to Nov 19, 2012
      • Employees · unset to 32.0
        Jul 2, 2012 to Nov 19, 2012
      Signals
      No event on the tape.
      Across DFX
      shared identifiers only, never a name match
      No identifier-backed link to the venture, private equity, family office or sponsor graphs.
      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
      Former SEC-registered 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

      Gmo Renewable Resources, 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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