Gmo Europe LLC (Boston)

Name: Gmo Europe LLC
Address: 40 Rowes Wharf, Boston, MA, 02110
Telephone: 617-330-7500

Gmo Europe LLC is a large advisory firm based in Boston. It manages $4.2 billion of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2013.

Gmo Europe provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Gmo Europe: assets under management

The assets under management (AUM) of Gmo Europe LLC is $4.2 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 63% since the beginning of its operation, and $4.2 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $4.2 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.05 billion each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gmo Europe LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Gmo Europe serves?

The only and largest group of clients of Gmo Europe is pooled investment vehicles with 4 clients and $4.2 billion of assets under management. Among the 10 most similar advisory firms, Gmo Europe has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $4.2 billion for 4 clients. 100% of the firm’s clients are foreign persons or businesses.

Gmo Europe also advises several private funds. Namely, four hedge funds. The minimum investment commitment required of non-related persons is $5,000,000 for each fund.

Careers at Gmo Europe LLC

The company employs 13 people that are either part- or full-time employees. 46 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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Grantham Mayo Van Otterloo & Co Llc	Member	1 Nov 1995	75% - 100%	106220
John William Rosenblum	Board member of gmo llc	1 Oct 1998	Other	4339183
Jr. John B Mcginty	Chief compliance officer	1 Jul 2009	Other	5560420
Myra R Drucker	Board member of gmo llc	1 Aug 2010	Other	843725
Myra Rose Drucker	Board member of gmo llc	1 Aug 2010	Other	843725
Margaret Ann Mcgetrick	Board member of gmo llc	1 Dec 2011	Other	4643134
Grantham Mayo Van Otterloo & Co Llc	Sole member	1 Sep 2013	75% - 100%	106220
Jr. John B Mcginty	Chief compliance officer	1 Oct 2013	Other	5560420
Bradley Jay Hilsabeck	Chief executive officer; board member	1 Jan 2014	Other	1540719
Joseph Barker Kittredge	General counsel; board member	1 Jan 2014	Other	5122247
Urban Carl Mueller	Director of client relations; board member	1 Jan 2014	Other	5962396
Jean Pierre Mittaz	Chief operating officer; board member	1 Jan 2014	Other	5824204
Jean Pierre Joseph Mittaz	Chief operating officer; board member	1 Jan 2014	Other	5824204
Tina Vandersteel	Board member	1 Jul 2014	Other	2288918
Gregory L. Pottle	Chief compliance officer	1 May 2015	Other	6496621
Gregory Lance Pottle	Chief compliance officer	1 May 2015	Other	6496621
Scott Louis Hayward	Chief executive officer; board member	1 Feb 2017	Other	4335063

Based in Boston

The principal office where Gmo Europe LLC performs its advisory services is located at 40 Rowes Wharf, Boston, MA 02110, which is also the mailing address of the firm. 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.