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Gmo Global Equity Allocation Investment Fund

Hedge FundFund ID 805-3412550924Ireland
Gross assets
$149M
Min. investment
$5M
Beneficial owners
2
Size rank
Top 36%
Audited
Yes
Structure
Standalone

About this fund

Gmo Global Equity Allocation Investment Fund is a hedge fund managed by Grantham Mayo van Otterloo & Co LLC. The fund reports $149 million in gross assets, placing it among the top 36% of private funds by size. The stated minimum investment is $5 million. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.

Fund details

Fund ID805-3412550924
Fund typeHedge Fund
3(c)(1) exclusionNo
3(c)(7) exclusionYes
Master fundNo
Feeder fundNo
Fund of fundsNo
Relies on exemption from registrationYes
Annual auditYes
Prepared per GAAPNo
Sub-advisedNo
% of assets independently valued100%

Other funds from this manager

FundTypeGross assets
Gmo Quality Investment FundHedge$7.48B
Gmo Equity Dislocation Fund, L.P.Hedge$2.45B
Gmo Equity Dislocation Investment FundHedge$1.57B
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Frequently asked questions

How large is Gmo Global Equity Allocation Investment Fund?

Gmo Global Equity Allocation Investment Fund reports $149 million in gross assets, among the top 36% of private funds by size.

What is the minimum investment for Gmo Global Equity Allocation Investment Fund?

The stated minimum investment is $5 million.

Who manages Gmo Global Equity Allocation Investment Fund?

Gmo Global Equity Allocation Investment Fund is managed by Grantham Mayo van Otterloo & Co LLC.

Does Gmo Global Equity Allocation Investment Fund disclose returns?

No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.

Service providers

Prime broker
None reported
Custodian
Administrator
Auditor
Marketer

Reported gross assets

$149M▲ 31%
Mar '25 — $113.5MApr '25 — $113.5MMay '25 — $113.5MJun '25 — $113.5MJul '25 — $113.5MAug '25 — $113.5MSep '25 — $113.5MOct '25 — $113.5MNov '25 — $113.5MDec '25 — $113.5MJan '26 — $113.5MFeb '26 — $113.5MMar '26 — $149MApr '26 — $149MMay '26 — $149MJun '26 — $149M
Mar '25Form ADV, monthlyJun '26

How this fund compares

Gross assetsTop 36%
Larger than 64% of 67,041 private funds
Gross assets vs Hedge FundsTop 49%
Larger than 51% of 12,442 hedge funds
Minimum investmentTop 17%
Higher than 83% of funds reporting a minimum

Investor base

Adviser & related persons%
Funds of funds%
Non-U.S. persons1%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.