Gmo Renewable Resources, LLC (Boston)


Gmo Renewable Resources, LLC is a large advisory firm based in Boston. It manages $2.31 billion of regulatory assets for 21 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Massachusetts.

Gmo Renewable Resources provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, educational seminars and workshops, and provides advice on direct investments in timber, agriculture and related operations. 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 Renewable Resources: assets under management

The assets under management (AUM) of Gmo Renewable Resources, LLC is $2.31 billion. The firm's AUM has gone down by -23% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.31 billion in discretionary accounts and $5.6 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $121.42 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.8 million.
Gmo Renewable Resources has custody of $2.12 billion in cash and securities for 19 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gmo Renewable Resources, LLC for their services and products based on a percentage of assets under management, fixed fees, 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.

Based in Boston

The principal office where Gmo Renewable Resources, LLC performs its advisory services is located at 225 Franklin Street, Boston, MA 02110 3327 The mailing address of the firm is 40 Rowes Wharf, Boston, MA 02110 3327. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-346-7597 or by fax 617-310-4587. The normal business hours are 8:30 am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at gmo.com.