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GMO GROUP

Business and Investment Profile

The GMO GROUP is a privately held investment adviser that advises $92.48Bn in regulatory assets under management held in 3 SEC fund types across 7 investment strategies. GMO GROUP is a Public/Private Fund Assets increased by 6.65% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 46.61 years and is comprised of 2 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 53 STATE STREET FLOOR 33, BOSTON, MASSACHUSETTS. The Group has been subject to regulatory enforcement actions. They are regulated by 10 US and Non-US bodies.

Employee Profile

They have 380 employees comprised of 95 investment and 285 non-investment staff. The total number of Employees decreased by 9.09% over the last 5-years.

Asset Profile

Their $92.48Bn in assets advised are owned by 67 private funds, 52 public funds and BDCs and 71 other accounts. Assets of Investment Companies (IC) clients own $37.07Bn or 40.08% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $25.99Bn or 28.1% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Long/Short Equity, Multi Strat and FI/Credit - Diverse, representing 56.74%, 29.7% and 9.66% of total assets, respectively.

Client Profile

They advise 8 types of clients, top clients are Investment Companies (IC) and Pooled Investment Vehicles (Not IC or BDC).

Service Provider Profile

The Group uses 3 Fund Administrators, 1 Fund Auditors, 5 Prime Brokers, 4 Custodians and 4 Marketers. It does not report a third-party Fund Administrator in 33 private funds with $30.64Bn in assets.

Fee Profile

The Group discloses management fees and performance-based fees.

Sub-Advisers

GMO GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: GMO GROUP

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Generated 2026-09-12T06:47:47.1345135.  © 2026 Convergence.