Grantham Mayo Van Otterloo & Co LLC (Boston)

Grantham Mayo Van Otterloo & provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Grantham Mayo Van Otterloo &: assets under management

The assets under management (AUM) of Grantham Mayo Van Otterloo & Co LLC is $60.52 billion. The firm's AUM has grown by 199% since the beginning of its operation, and $20.69 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $59.95 billion in discretionary accounts and $563.04 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $624.51 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $563.04 million.

Grantham Mayo Van Otterloo & has custody of $8.42 billion in cash and securities for 90 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 53% of the total AUM. The second-largest asset type is derivatives, which make up 28% of the firm’s portfolio. Investments in government bonds form 10% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Grantham Mayo Van Otterloo & Co LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Bevis Longstreth serves?

The firm provides services to insurance companies, investment companies, charitable organizations, high net worth individuals, pooled investment vehicles, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Bevis Longstreth is pension and profit sharing plans with 52 clients and $16.14 billion of assets under management. Among the 9 most similar advisory firms, Grantham Mayo Van Otterloo & has the 2nd highest percentage of pension and profit sharing plans out of all clients.

The amount of regulatory assets under management is $58.03 billion for 187 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 22% of the firm’s clients are foreign persons or businesses.

Grantham Mayo Van Otterloo & also advises several private funds. Namely, twenty eight hedge funds. The minimum investment commitment required of non-related persons ranges from $0 to $10,000,000.

Careers at Grantham Mayo Van Otterloo & Co LLC

The company employs 420 people that are either part- or full-time employees. 24 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There are 5 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Bevis Longstreth has been acting as President since 1 May 2005. Simon Anthony Harris joined the executive team most recently as the Member; Investment Director.

Direct owners and executive officers

Based in Boston

The principal office where Grantham Mayo Van Otterloo & Co LLC performs its advisory services is located at 40 Rowes Wharf, Boston, MA 02110 3340, which is also the mailing address of the firm. An additional office of the firm is in Berkeley, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-330-7500 or by fax 617-261-0134. The normal business hours are 8:30-5:30 on Monday - Friday. You can find more information about the New York firm at gmo.com.

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