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| MFS Institutional Advisors Inc
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|
|---|---|
| CRD # | 107144 |
| SEC # | 801-46433 |
| CIK # | 0001443066 |
| AUM | $128.5 BB (2024-03-28) |
| Employees | 1,300 (26% Investors, 10% Brokers) |
| Phone | 617-954-5000 |
| Address | 111 Huntington Avenue Boston, MA 02199-7618 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | MFS Emerging Markets Debt LLC I | [2022-03-31] | 103.0 | 103.4 |
| HF | MFS Global Aggregate Opportunistic LLC | [2022-03-31] | 49.2 | 51.3 |
| Other | MFS International Growth LLC II | [2017-09-20] | 293.1 | 367.8 |
| HF | MFS Core Plus Fixed Income LLC | [2017-03-31] | 326.9 | 332.6 |
| Other | MFS International Concentrated Equity LLC | [2013-03-28] | 20.4 | 20.3 |
| Other | MFS Global Equity LLC | [2012-03-07] | 0.0 | 97.7 |
| Other | MFS International Growth LLC | [2012-03-07] | 293.1 | 291.7 |
| Other | MFS International Research Equity LLC | [2012-03-07] | 35.7 | 35.7 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6,005 | 1.5 |
| (b) Individuals (high net worth individuals) | 299 | 0.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 126 | 43.5 |
| (g) Pension and profit sharing plans | 198 | 33.6 |
| (h) Charitable organizations | 97 | 1.8 |
| (i) State or municipal government entities | 49 | 17.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 25 | 7.2 |
| (l) Sovereign wealth funds and foreign official institutions | 17 | 20.6 |
| (m) Corporations or other businesses not listed above | 115 | 0.4 |
| (n) Other | 1,654 | 1.8 |
| Total | 8,586 | 128.5 |
| By Discretionary | ||
| Discretionary | 8,586 | 128.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 8,586 | 128.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 94.7 | |
| United States Persons | 33.8 | |
| Total | 8,586 | 128.5 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Heidi Hardin | 53 | |||
| Martin Beaulieu | 37 | |||
| Robert Manning | 45 | |||
| Inc MFS Institutional Advisors | 29 | |||
| Carol Geremia | 29 | |||
| John Corcoran | 26 | |||
| Michael Roberge | 12 | |||
| Anne Marie Bernard | 10 | |||
| Robertson Mansi | 10 | |||
| Linda Harring | 8 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-NT | [0001443066] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Massachusetts Financial Services Company
✚
|
MA | 454.3 |
|
MFS Institutional Advisors Inc
✚
|
MA | 128.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Mackenzie Financial Corporation
✚
|
158.2 | |
|
Artisan Partners Limited Partnership
✚
|
WI | 151.3 |
|
Lazard Asset Management LLC
✚
|
NY | 150.3 |
|
Clearbridge Investments LLC
✚
|
NY | 148.2 |
|
BlackRock Capital Management Inc
✚
|
DE | 110.9 |
|
CIBC Asset Management Inc
✚
|
108.4 | |
|
Onedigital Investment Advisors LLC
✚
|
KS | 107.1 |
|
Wellington Management International Limited
✚
|
101.3 | |
|
Harris Associates LP
✚
|
IL | 101.2 |
|
Amundi Asset Management US Inc
✚
|
MA | 99.7 |