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

Gmo Singapore Pte. Limited

Other adviserSingapore, CRD 169321SEC 801-78717websiteIAPD
Latest filing Mar 31, 2026
First filing on the tape Oct 17, 2013 · 18 filings
SEC status approved since Nov 27, 2013
RAUM
$2.1B
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
15
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
18 filings and snapshots on the tape
RAUM$2.1B as of Mar 31, 2026
Mar 28, 2014$478M then
HNW client RAUM$0 as of Mar 31, 2026
Mar 29, 2018$0 then
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 28, 20140 then
Employees (5.A)15 as of Mar 31, 2026
Mar 28, 201413 then
Private funds: no history
RAUM -10% over the last fiscal year-13% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 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
$53.3MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
14%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
-10%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 companiesreportedItem 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)
  • marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$740M46%
  • Investment companies$506M31%
  • State and municipal entities$231M14%
  • Corporations and businesses$79.8M4.9%
  • Pension and profit-sharing plans$39.7M2.5%
  • Charitable organizations$20.3M1.3%
Individual clients
0reported
HNW clients
0reported
Pension plan clients
1reported
Charitable clients
4reported
Accounts
40reported
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=0.58 institutional_share=0.14 related_bd=false related_bank=true bd_reps=0.0derived
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
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • James Steven Beare · Board Membercontrol
        since 03/2015 · owns less than 5%
      • Antony Zane Bernstein · Board Membercontrol
        since 10/2018 · owns less than 5%
      • Bryon Ernest Chew · Board Membercontrol
        since 07/2022 · owns less than 5%
      • Andrew Mark Landis · Chief Compliance Officercontrol
        since 10/2013 · owns less than 5%
      • Ann Tara Pari · Board Membercontrol
        since 08/2023 · owns less than 5%
      • Lance Gregory Pottle · Board Membercontrol
        since 04/2018 · owns less than 5%
      • Leng Hwee Tan · Board Membercontrol
        since 09/2019 · owns less than 5%
      Entity owners
      • Gmo Australasia LLC · Stockholder
        direct · owns 75% or more
      • Grantham Mayo Van Otterloo & Co LLC · Member
        indirect · owns 75% or more of Gmo Australasia LLC
      Related persons
      Schedule D 7.A
      • Gmo Australia Ltd.
        investment adviserpooled vehicle sponsorn
      • Gmo Investment Partners, LLC
        bankpooled vehicle sponsorn
      • Gmo Netherlands B.V.
        investment advisern
      • Gmo Uk Limited
        investment advisern
      • Grantham Mayo Van Otterloo & Co LLC
        investment adviserbankpooled vehicle sponsorLP sponsoryRAUM $81B
      Advisers that list Gmo Singapore Pte. Limited as a related person
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Accounts · 9 to 40
        Mar 28, 2025 to Mar 31, 2026
      • Advisory employees · 5 to 4
        Mar 28, 2025 to Mar 31, 2026
      • Charity clients · 0 to 4
        Mar 28, 2025 to Mar 31, 2026
      • Corporate clients · 3 to 4
        Mar 28, 2025 to Mar 31, 2026
      • Pension plan clients · 0 to 1
        Mar 28, 2025 to Mar 31, 2026
      • Pooled vehicle clients · 8 to 14
        Mar 28, 2025 to Mar 31, 2026
      • Employees · 16 to 15
        Mar 28, 2025 to Mar 31, 2026
      • Discretionary RAUM · $2.4B to $2.1B
        Mar 28, 2025 to Mar 31, 2026
      • Pension RAUM · $0 to $39.7M
        Mar 28, 2025 to Mar 31, 2026
      • Pooled vehicle RAUM · $824M to $740M
        Mar 28, 2025 to Mar 31, 2026
      • RAUM · $2.4B to $2.1B
        Mar 28, 2025 to Mar 31, 2026
      • Advisory employees · 6 to 5
        Mar 28, 2024 to Mar 28, 2025
      • Corporate clients · 1 to 3
        Mar 28, 2024 to Mar 28, 2025
      • Pooled vehicle clients · 4 to 8
        Mar 28, 2024 to Mar 28, 2025
      • Employees · 14 to 16
        Mar 28, 2024 to Mar 28, 2025
      • Financial planning clients · unset to
        Mar 28, 2024 to Mar 28, 2025
      • HQ state · unset to
        Mar 28, 2024 to Mar 28, 2025
      • Discretionary RAUM · $2.3B to $2.4B
        Mar 28, 2024 to Mar 28, 2025
      • Pooled vehicle RAUM · $1.0B to $824M
        Mar 28, 2024 to Mar 28, 2025
      • RAUM · $2.3B to $2.4B
        Mar 28, 2024 to Mar 28, 2025
      • Accounts · 10 to 9
        Mar 6, 2024 to Mar 28, 2024
      • Advisory employees · 8 to 6
        Mar 6, 2024 to Mar 28, 2024
      • Employees · 17 to 14
        Mar 6, 2024 to Mar 28, 2024
      • Discretionary RAUM · $3.2B to $2.3B
        Mar 6, 2024 to Mar 28, 2024
      • Pooled vehicle RAUM · $1.3B to $1.0B
        Mar 6, 2024 to Mar 28, 2024
      • RAUM · $3.2B to $2.3B
        Mar 6, 2024 to Mar 28, 2024
      • Accounts · 9 to 10
        Mar 30, 2022 to Mar 29, 2023
      • Advisory employees · 9 to 8
        Mar 30, 2022 to Mar 29, 2023
      • Pension plan clients · 2 to 0
        Mar 30, 2022 to Mar 29, 2023
      • Pooled vehicle clients · 5 to 4
        Mar 30, 2022 to Mar 29, 2023
      • Employees · 18 to 17
        Mar 30, 2022 to Mar 29, 2023
      • Discretionary RAUM · $6.3B to $3.2B
        Mar 30, 2022 to Mar 29, 2023
      • Pension RAUM · $965M to $0
        Mar 30, 2022 to Mar 29, 2023
      • Pooled vehicle RAUM · $2.4B to $1.3B
        Mar 30, 2022 to Mar 29, 2023
      • RAUM · $6.3B to $3.2B
        Mar 30, 2022 to Mar 29, 2023
      • Accounts · 8 to 9
        Aug 11, 2021 to Mar 30, 2022
      • Pension plan clients · 1 to 2
        Aug 11, 2021 to Mar 30, 2022
      • Pooled vehicle clients · 3 to 5
        Aug 11, 2021 to Mar 30, 2022
      • Employees · 19 to 18
        Aug 11, 2021 to Mar 30, 2022
      • Discretionary RAUM · $6.7B to $6.3B
        Aug 11, 2021 to Mar 30, 2022
      Signals
      14 dated events
      • Gmo Singapore Pte. Limited reported RAUM $2.3B, down 30% from $3.2B (2024-03-06 to 2024-03-28)
        Mar 28, 2024 · RAUM change · derived
      • Ann Tara Pari (Board Member) appeared on Schedule A of Gmo Singapore Pte. Limited
        Mar 28, 2024 · Control person joined · fact
      • Gmo Singapore Pte. Limited reported RAUM $3.2B, down 48% from $6.3B (2022-03-30 to 2023-03-29)
        Mar 29, 2023 · RAUM change · derived
      • Ramesh Amit Bhartia (Board Member) no longer on Schedule A of Gmo Singapore Pte. Limited (listed 2022-03-30, absent 2023-03-29)
        Mar 29, 2023 · Control person left · inference
      • P. Carolyn Haley (Board Member) no longer on Schedule A of Gmo Singapore Pte. Limited (listed 2022-03-30, absent 2023-03-29)
        Mar 29, 2023 · Control person left · inference
      • Bryon Ernest Chew (Board Member) appeared on Schedule A of Gmo Singapore Pte. Limited
        Mar 29, 2023 · Control person joined · fact
      • P. Carolyn Haley (Board Member) appeared on Schedule A of Gmo Singapore Pte. Limited
        Aug 11, 2021 · Control person joined · fact
      • Jean-Pierre Mittaz (Board Member) no longer on Schedule A of Gmo Singapore Pte. Limited (listed 2020-03-27, absent 2021-03-30)
        Mar 30, 2021 · Control person left · inference
      • Leng Hwee Tan (Board Member) appeared on Schedule A of Gmo Singapore Pte. Limited
        Mar 27, 2020 · Control person joined · fact
      • Gmo Singapore Pte. Limited reported RAUM $7.5B, down 25% from $10.0B (2018-03-29 to 2019-03-29)
        Mar 29, 2019 · RAUM change · derived
      • Antony Zane Bernstein (Board Member) appeared on Schedule A of Gmo Singapore Pte. Limited
        Mar 29, 2019 · Control person joined · fact
      • Lance Gregory Pottle (Chairman Of The Board Of Directors) appeared on Schedule A of Gmo Singapore Pte. Limited
        Mar 29, 2019 · Control person joined · fact
      • Carl Urban Mueller (Board Member) no longer on Schedule A of Gmo Singapore Pte. Limited (listed 2018-03-29, absent 2019-03-29)
        Mar 29, 2019 · Control person left · inference
      • Gmo Singapore Pte. Limited filed its initial SEC registration (Form ADV)
        Oct 17, 2013 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      How to reach
      public business contact points only, each with its source
      Firm profile
      md.linkedin.com/company/gmoreportedpublic record, Form ADV, Sep 18, 2026
      Website
      gmo.comreportedpublic record, Form ADV, Sep 18, 2026
      Principal office phone
      (65) 6532-0346reportedpublic record, Form ADV, Mar 31, 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