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Building 2GRANTHAM MAYO VAN OTTERLOO & CO LLC

Map pinBOSTON, MA
Phone617-330-7500
NotebookSEC #801-15028
Total AUM
$81B
Employees
365
Clients
170

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
53 STATE STREET
FLOOR 33
BOSTON
MA 02109
United States
Operating Hours
8:30-5:30
Monday - Friday
Phone
617-330-7500

ReceiptFinancials

Total AUM
$81B
Accounts
170
Discretionary
$79.4B
Accounts
161
Non-Discretionary
$1.6B
Accounts
9

ContactClients

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Investment Company Clients
40
AUM
$19.1B
Pooled Vehicle Clients
53
AUM
$25.2B
Pension/Profit Sharing Plan Clients
15
AUM
$7.1B
Charitable Organization Clients
16
AUM
$7.6B
Government Entity Clients
9
AUM
$4.3B
Investment Advisor Clients
7
AUM
$3.3B
Insurance Company Clients
1
AUM
$476.3M
Corporation or Business Clients
13
AUM
$6.2B
Other Clients
16
AUM
$7.6B
Description of Other Clients
VARIOUS, NOT DESCRIBED ABOVE

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementEducationIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio ManagementPublications
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Rule Violation
State Registrations
CAMA

HandshakeAffiliates

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Affiliates
Reported 15 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.

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