Investment adviser · CRD 107144
MFS INSTITUTIONAL ADVISORS INC.
Investment adviser filing (IA)
BOSTON, MA, United States · Form ADV filed Mar 31, 2026
- Regulatory AUM
- $114B Form ADV · Item 5.F
- Client accounts
- 13,555 Accounts, not individual clients
- Employees
- 1,311 Reported in this filing
- Advisory professionals
- 327 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 124 | $45,968,149,355 | 40.5% |
| Government entities | 51 | $19,672,263,617 | 17.3% |
| Retirement plans | 253 | $17,007,253,022 | 15.0% |
| Sovereign wealth & foreign institutions | 12 | $14,558,671,292 | 12.8% |
| Insurance companies | 37 | $7,789,035,011 | 6.9% |
| Other clients | 3,294 | $2,186,028,597 | 1.9% |
| Individuals | 9,145 | $2,177,402,717 | 1.9% |
| Charities | 116 | $1,850,144,858 | 1.6% |
| High-net-worth individuals | 407 | $1,022,020,126 | 0.9% |
| Investment companies | 2 | $748,566,567 | 0.7% |
| Corporations & businesses | 114 | $606,347,072 | 0.5% |
Filing source
Form ADV 2050996 · Mar 31, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
9 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
MFS INTERNATIONAL GROWTH LLCOther Private Fund · Last reported Mar 31, 2026$569MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
DELOITTE & TOUCHE LLP
PCAOB 34
J.P. MORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97
Fund details & source
- Fund ID
- 805-1352751914
- Reported beneficial owners
- 15
- Minimum commitment
- $0
- Form D file number
- 021-211154
Form ADV 2050996 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
MFS INTERNATIONAL GROWTH LLC IIOther Private Fund · Last reported Mar 31, 2026$476MGross asset value
Form D fundraising filings
MFS International Growth LLC II
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
DELOITTE & TOUCHE LLP
PCAOB 34
J.P. MORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97
Fund details & source
- Fund ID
- 805-9224556434
- Reported beneficial owners
- 5
- Minimum commitment
- $0
- Form D file number
- 021-292937
Form ADV 2050996 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
MFS CORE PLUS FIXED INCOME LLCHedge Fund · Last reported Mar 31, 2026$400MGross asset value
Form D fundraising filings
MFS Core Plus Fixed Income LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
DELOITTE & TOUCHE LLP
PCAOB 34
J.P. MORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97
Fund details & source
- Fund ID
- 805-9390463320
- Reported beneficial owners
- 6
- Minimum commitment
- $0
- Form D file number
- 021-248495
Form ADV 2050996 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
MFS EMERGING MARKETS DEBT LLC IHedge Fund · Last reported Mar 31, 2026$126MGross asset value
Form D fundraising filings
MFS Emerging Markets Debt LLC I
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
DELOITTE & TOUCHE LLP
PCAOB 34
J.P. MORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97
Fund details & source
- Fund ID
- 805-8994697689
- Reported beneficial owners
- 4
- Minimum commitment
- $0
- Form D file number
- 021-399229
Form ADV 2050996 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
MFS GLOBAL AGGREGATE OPPORTUNISTIC LLCHedge Fund · Last reported Mar 31, 2026$69.9MGross asset value
Form D fundraising filings
MFS Global Aggregate Opportunistic LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
DELOITTE & TOUCHE LLP
PCAOB 34
J.P. MORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97
Fund details & source
- Fund ID
- 805-1140713553
- Reported beneficial owners
- 2
- Minimum commitment
- $0
- Form D file number
- 021-397307
Form ADV 2050996 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
MFS INTERNATIONAL CONCENTRATED EQUITY LLCOther Private Fund · Last reported Mar 31, 2026$23.9MGross asset value
Form D fundraising filings
MFS International Concentrated Equity LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
DELOITTE & TOUCHE LLP
PCAOB 34
J.P. MORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97
Fund details & source
- Fund ID
- 805-5198826600
- Reported beneficial owners
- 3
- Minimum commitment
- $0
- Form D file number
- 021-211158
Form ADV 2050996 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
MFS GLOBAL EQUITY LLCOther Private Fund · Last reported Oct 30, 2024$97.7MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
DELOITTE & TOUCHE LLP
PCAOB 34
Fund details & source
- Fund ID
- 805-4629778314
- Reported beneficial owners
- 2
- Minimum commitment
- $0
- Form D file number
- 021-211156
Form ADV 1892376 · Oct 30, 2024 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 31, 2026. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Performance-based
Principal office
111 HUNTINGTON AVENUEBOSTON, MA, 02199-7618, United States
CRD 107144
Filing source
Form ADV 2050996 · Mar 31, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.