Grantham Mayo Van Otterloo & Co LLC

CRD#106220
Investment Advisor Firm

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Learn more about Grantham Mayo Van Otterloo & Co LLC

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations

    • Overview

    Grantham Mayo Van Otterloo & Co LLC is an advisory firm located in Boston, Massachusetts. It has $60.8 billion in assets under management across 102 client accounts, placing it among the largest financial advisory firms in the nation by assets under management (AUM). It has a large group, including 103 financial advisors. Grantham Mayo Van Otterloo & Co LLC is not a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are defined as tradable financial investments like bonds, options and equities.

    Grantham Mayo Van Otterloo & Co LLC manages 98 of the firm's client assets on a discretionary basis. Discretionary management signifies that buy and sell decisions for the client's account are made by an investment advisor without needing to seek the client's consent. Grantham Mayo Van Otterloo & Co LLC also oversees four non-discretionary accounts totaling $1.6 billion in AUM. The company's average account size is $596.4 million. The average financial advisor at Grantham Mayo Van Otterloo & Co LLC manages fewer than one client account, placing it among the most individualized firms in the country.

    The firm's headquarters is located at 40 Rowes Wharf, Boston, Massachusetts 02110-3340. Grantham Mayo Van Otterloo & Co LLC is legally allowed to serve customers throughout 2 states, including California and Massachusetts.

    Assets Under Management

    $60.8 billion

    Number of Advisors

    103

    Disclosures

    No

    Office Location

    40 Rowes Wharf
    Boston, MA 02110-3340

    Grantham Mayo Van Otterloo & Co LLC by the Numbers

    Total Assets Under Management

    $60.8 billion

    National Average: $8.6 billion
    Total Number of Employees

    367

    National Average: 64
    Total Number of Accounts

    102

    National Average: 375,227
    Average Account Size

    $596.4 million

    National Average: $23.0 thousand
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    Products and Services

    Grantham Mayo Van Otterloo & Co LLC provides a number of financial services, which can consist of portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. The company is not involved in selling products or offering services aside from investment advice to its investment advisory clients. The firm is affiliated with a number of other companies in the financial services industry, including with a commodity pool advisor.

    Core Advisor Services

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      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

    • Offered by 46% of firms

      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

    • Find a firm that offers this service

      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

    • Offered by 20% of firms

      Selection of Other Advisors

      This is the firm's assistance with choosing other advisors to work with who may have different specialties.

    • Offered by 3% of firms

      Publication of Periodicals

      This is the publication of various financial education materials.

    • Offered by 6% of firms

      Educational Seminars/Workshops

      This is the hosting of seminars or workshops to educate investors on financial concepts.

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    Fee Structure

    A financial advisor's fees typically are based on which services the firm provides the client. Fee types charged by Grantham Mayo Van Otterloo & Co LLC may include the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 26% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    The firm manages money for a broad range of customers. It caters to investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, other investment advisers, corporations and other. Out of its 102 customers, Grantham Mayo Van Otterloo & Co LLC's biggest client type is pooled investment vehicles. Around 32% of the company's customers reside abroad.

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 0%
    • Corporations - 90.41%
    • Charitable Organizations - 9.59%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Grantham Mayo Van Otterloo & Co LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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