|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| MFS Institutional Advisors Inc
✚
|
|
|---|---|
| CRD # | 107144 |
| SEC # | 801-46433 |
| CIK # | 0001443066 |
| AUM | $111.8 B (2025-03-31) |
| Employees | 1,331 (25% Investors, 9% Brokers) |
| Phone | 617-954-5000 |
| Address | 111 Huntington Avenue Boston, MA 02199-7618 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | MFS Emerging Markets Debt LLC I | [2022-03-31] | 110.7 | 111.0 |
| HF | MFS Global Aggregate Opportunistic LLC | [2022-03-31] | 64.3 | 65.9 |
| Other | MFS International Growth LLC II | [2017-09-20] | 404.7 | 404.9 |
| HF | MFS Core Plus Fixed Income LLC | [2017-03-31] | 345.6 | 352.8 |
| Other | MFS International Concentrated Equity LLC | [2013-03-28] | 22.6 | 22.7 |
| Other | MFS Global Equity LLC | [2012-03-07] | 55.0 | 97.7 |
| Other | MFS International Growth LLC | [2012-03-07] | 452.7 | 496.0 |
| Other | MFS International Research Equity LLC | [2012-03-07] | 19.0 | 18.5 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7,341 | 1.8 |
| (b) Individuals (high net worth individuals) | 338 | 0.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 123 | 41.5 |
| (g) Pension and profit sharing plans | 208 | 17.4 |
| (h) Charitable organizations | 104 | 1.5 |
| (i) State or municipal government entities | 55 | 20.3 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 23 | 7.5 |
| (l) Sovereign wealth funds and foreign official institutions | 18 | 18.8 |
| (m) Corporations or other businesses not listed above | 110 | 0.6 |
| (n) Other | 1,939 | 1.2 |
| Total | 10,260 | 111.8 |
| By Discretionary | ||
| Discretionary | 10,260 | 111.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 10,260 | 111.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 73.7 | |
| United States Persons | 38.1 | |
| Total | 10,260 | 111.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Heidi Hardin | 53 | |||
| Martin Beaulieu | 37 | |||
| Robert Manning | 46 | |||
| Carol Geremia | 29 | |||
| Inc MFS Institutional Advisors | 29 | |||
| John Corcoran | 26 | |||
| Michael Roberge | 12 | |||
| Robertson Mansi | 11 | |||
| Anne Marie Bernard | 10 | |||
| Linda Harring | 8 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001443066] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Massachusetts Financial Services Company
✚
|
MA | 473.0 |
|
MFS Institutional Advisors Inc
✚
|
MA | 111.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
CIBC Asset Management Inc
✚
|
141.8 | |
|
BlackRock Capital Management Inc
✚
|
DE | 134.7 |
|
Lazard Asset Management LLC
✚
|
NY | 128.9 |
|
HSBC Global Asset Management Hong Kong Limited
✚
|
128.4 | |
|
Amundi Asset Management US Inc
✚
|
MA | 122.1 |
|
Boston Partners Global Investors Inc
✚
|
MA | 98.3 |
|
Harris Associates LP
✚
|
IL | 93.8 |
|
LSV Asset Management
✚
|
IL | 91.1 |
|
DoubleLine Capital LP
✚
|
FL | 90.1 |
|
Eaton Vance Management
✚
|
MA | 84.9 |