SourcingSourcing

GRANTHAM MAYO VAN OTTERLOO & CO LLC

C30
CRD 106220·SEC 801-15028·BOSTON, MA
AUM
$80.97B
$1B+
Est. Revenue
$809.7M
@ 1% on AUM
Est. EBITDA
$242.9M
@ 30% margin
Est. Deal Value
$1.94B
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GRANTHAM MAYO VAN OTTERLOO & CO LLC
CRD
106220
SEC file #
801-15028
EIN
000000000
DBA names
—

Economics

AUM
$80.97B
AUM band
$1B+
AUM trajectory
'20'26
$60.52B → $80.97B▲ +34%
Client mix
Pooled Investment Vehicles53
Investment Companies40
Charitable Organizations16
Other16
Pension Profit Sharing Plans15

Operations

Employees (total)
365
Advisory staff (per ADV)
91
Advisory staff (5-yr trend)
'20'26
101 advisors → 91 advisors▼ -10%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
gmo.com

Compliance

Disclosures (firm)
3
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Hayward, Scott, Louis
Top Owner Pct
7.5
Top Owner Entity Kind
I
Owner Count
18
Control Persons
Hayward, Scott, Louis
GRANTHAM, ROBERT, JEREMY
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
GMO.COM
Rdap Domain Creation Date
1994-06-21T04:00:00Z
Rdap Firm Age Years
32
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
11
Form 5500 Total Participants
914
Form 5500 Total Compensation
4,150,671
Form 5500 Compensation Trajectory 3y
20254,150,671
20240
Form 5500 Plan Count Trajectory 3y
20259
20242
Schedule C Total Compensation
4,150,671
Schedule C Service Provider Rows
11

SEC EDGAR

Edgar Cik
0001359262
Edgar Registered
Yes
Edgar Filing Count
80
Edgar First Filing Date
2006-03-30
Edgar Last Filing Date
2026-05-11
Edgar 13f Count
70
Edgar 13f Latest AUM Estimate
Filing Date2026-05-11
Accession0001359262-26-000004

Compliance & brand

Firm Registration Status
active

All other collected signals (18)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
State Street166
Goldman Sachs18
Morgan Stanley14
Bny Mellon4
E*trade4
Edgar Addresses
Mailing
2755 SAND HILL ROAD, SUITE 200MENLO PARK, CA 94025
Business
2755 SAND HILL ROAD, SUITE 200MENLO PARK, CA 94025
Edgar EIN
000000000
Edgar Recent Filings
13F-HR2026-05-11 · 0001359262-26-000004
13F-HR2026-02-03 · 0001359262-26-000001
Fee Schedule
Bracket I69
Bracket V12
Bracket Viii7
Bracket Iii3
Bracket Ix3
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-06-20T04:00:00Z
Rdap Domain Last Changed
2021-09-10T22:07:41Z
Rdap Nameservers
Ns-1047.awsdns-02.orgNs-1840.awsdns-38.co.ukNs-313.awsdns-39.comNs-525.awsdns-01.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
4335063
Trust Company Affiliate
Yes

People (18)

18
Hayward, Scott, Louis
Direct Owner · 7.5%
4335063
GRANTHAM, ROBERT, JEREMY
Direct Owner · 7.5%
4339074
MAYO, RICHARD, ARTHUR
Direct Owner · 7.5%
4339171
VAN OTTERLOO, EYK, DE MOL
Direct Owner · 7.5%
4339176
BARK, ALEXANDER, MARTYN
Executive Officer · 2.5%
6958880
INKER, BENJAMIN, LOUIS
Executive Officer · 2.5%
2709273
MARTIN, ANDREW, DIETRICH
Executive Officer · 2.5%
2938192
POTTLE, GREGORY, LANCE
Executive Officer · 2.5%
6496621
SAKOULIS, GEORGIOS
Executive Officer · 2.5%
7343701
SANTORO, DINA
Executive Officer · 2.5%
3008685
SOCHER, HYLTON
Executive Officer · 2.5%
2133579
ZACHOS, PHILIP, SCOTT
Executive Officer · 2.5%
7519137
ZIMMERMAN, NICOLE, CARA
Executive Officer · 2.5%
5776563
HARRIS, MITCHELL, EVAN
Executive Officer · 2.5%
4359464
HENE, ANTHONY
Executive Officer · 2.5%
7738710
MULLER, ANDREA, KYLE
Executive Officer · 2.5%
6179193
NITZBERG, MARK, JAY
Executive Officer · 2.5%
4380413
PRYKE, SIMON, TONY
Executive Officer · 2.5%
5753061