| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Mfs International Growth LLC | Other Private | $496M | — |
| Mfs International Growth LLC II | Other Private | $404.9M | — |
| Mfs Core Plus Fixed Income LLC | Hedge | $352.8M | — |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Carol William Geremia Control | President And Secretary | Under 5% | 2012 |
| Charuda Upatham-Costello Control | Director And Treasurer | Under 5% | 2022 |
| Heidi Walter Hardin Control | Director And Chair Of The Board | Under 5% | 2022 |
Mfs Institutional Advisors Inc. reports $11.2 million in regulatory assets under management on its Form ADV.
Mfs Institutional Advisors Inc. manages 7 private funds with combined gross assets of $1.5 billion.
Mfs Institutional Advisors Inc. reports 1,331 employees.
Mfs Institutional Advisors Inc. is based in Boston, MA and has been SEC-registered since 1994.
Mfs Institutional Advisors Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 111 Huntington Avenue, Boston, MA 02199-7618 |
| Phone | 617-954-5000 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1443066 |
| Discloses disciplinary history | Yes |
| Discretionary | $11.2M |
| Non-discretionary | $0 |
| Total (RAUM) | $11.2M |