GRANTHAM MAYO VAN OTTERLOO & CO LLC: Investment Adviser Form ADV Filing

How this adviser has changed

Annual filings

Regulatory assets under management

Up to five fiscal years, using the latest annual update available at the selected filing date. Asset changes can reflect acquisitions, client flows, and valuations; they are not investment returns.

Annual adviser history and sources
Fiscal year	Regulatory AUM	Employees	Filed
2021	$71,875,018,352	396	Mar 30, 2022
2022	$60,835,958,170	367	Mar 29, 2023
2023	$63,392,391,637	369	Mar 28, 2024
2024	$68,645,419,782	361	Mar 28, 2025

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	51	$21,478,014,778	31.3%
Investment companies	37	$15,582,089,153	22.7%
Charities	17	$7,159,338,260	10.4%
Retirement plans	17	$7,159,338,259	10.4%
Other clients	16	$6,738,200,715	9.8%
Corporations & businesses	13	$5,474,788,081	8.0%
Government entities	7	$2,947,962,813	4.3%
Other investment advisers	3	$1,263,412,634	1.8%
Insurance companies	2	$842,275,089	1.2%

Filing source

Form ADV 2000240 · Jun 30, 2025 · Item 5.D

Reported by GRANTHAM MAYO VAN OTTERLOO & CO LLC (CRD 106220).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

Private funds & service providers

1 selected fund records

Largest reported gross asset value first; unreported values last. Gross asset value is fund-level disclosure, distinct from adviser AUM and Form D fundraising. Master and feeder funds may overlap.

View all funds in this filing

GMO QUALITY SELECT INVESTMENT FUNDHedge Fund$216MGross asset value

Search Form D filings →

Fund administrator STATE STREET FUND SERVICES (IRELAND) LIMITED DUBLIN, Ireland Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →

Auditor PRICEWATERHOUSECOOPERS DUBLIN, Ireland Other funds reporting this name →

Custodian STATE STREET CUSTODIAL SERVICES (IRELAND) LIMITED DUBLIN, Ireland Related to adviser: No Other funds reporting this name →

Marketer GMO AUSTRALIA LTD. SYDNEY, Australia Related to adviser: Yes Other funds reporting this name →

Marketer GMO NETHERLANDS B.V. AMSTERDAM, Netherlands Related to adviser: Yes Other funds reporting this name →

Marketer GMO UK LIMITED LONDON, United Kingdom Related to adviser: Yes Other funds reporting this name →

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

PRICEWATERHOUSECOOPERS
PCAOB 1366

Fund details & source

Fund ID: 805-7924853325
Reported beneficial owners: 3
Minimum commitment: $1M

Form ADV 2000240 · Jun 30, 2025 · Schedule D 7.B.(1)

Reported by GRANTHAM MAYO VAN OTTERLOO & CO LLC (CRD 106220).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

Services & filing details

View a filing

Showing values from the selected filing. Latest observed filing does not establish current registration status.

What changed?

Since Mar 28, 2025 · previous imported filing

No comparable changes in the displayed metrics.

Filing source

Form ADV 2000240 · Jun 30, 2025 · Items 1 & 5

Reported by GRANTHAM MAYO VAN OTTERLOO & CO LLC (CRD 106220).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

Management of assets

Discretionary: $67.5B
Non-discretionary: $1.17B

Reported services

Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters · Educational seminars

Compensation

Percentage of assets · Performance-based

Principal office

53 STATE STREET, SUITE 3300
BOSTON, MA, 02109, United States

CRD 106220

Filing source

Form ADV 2000240 · Jun 30, 2025 · Items 1 & 5

Reported by GRANTHAM MAYO VAN OTTERLOO & CO LLC (CRD 106220).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.