Form D · Other Investment Fund
MFS Commodity Strategy Portfolio
Boston, MA · CIK 0001608504
Offering snapshot reported Jan 23, 2026 · SEC filing
- Reported sold
- $147M Indefinite offering
- Investors reported
- Not reported Form D · investor count
- Minimum accepted
- Not reported Reported outside-investor minimum
- First sale
- Not reported As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jan 23, 2026 | Amendment | $146,735,820 | No comparison | Not reported | SEC filing |
| Jan 27, 2025 | Amendment | $169,949,760 | $29,782,742vs Jan 25, 2024 | 1 | SEC filing |
| Jan 25, 2024 | Amendment | $140,167,018 | -$10,099,946vs Jan 25, 2023 | 1 | SEC filing |
| Jan 25, 2023 | Amendment | $150,266,964 | -$9,718,943vs Jan 25, 2022 | 1 | SEC filing |
| Jan 25, 2022 | Amendment | $159,985,907 | $6,380,812vs Jan 25, 2021 | 1 | SEC filing |
| Jan 25, 2021 | Amendment | $153,605,095 | $27,623,822vs Jan 24, 2020 | 1 | SEC filing |
| Jan 24, 2020 | Amendment | $125,981,273 | $28,392,080vs Jan 24, 2019 | 1 | SEC filing |
| Jan 24, 2019 | Initial | $97,589,193 | No comparison | 1 | SEC filing |
| Jan 24, 2018 | Amendment | $133,922,840 | $24,823,179vs Jan 26, 2017 | 1 | SEC filing |
| Jan 26, 2017 | Amendment | $109,099,661 | $7,477,278vs Jan 29, 2016 | 1 | SEC filing |
| Jan 29, 2016 | Amendment | $101,622,383 | $979,607vs May 1, 2015 | 1 | SEC filing |
| May 1, 2015 | Amendment | $100,642,776 | $100,542,776vs May 23, 2014 | 1 | SEC filing |
| May 23, 2014 | Initial | $100,000 | No comparison | 1 | SEC filing |
Offering details
- Securities
- Not reported
- Exemptions
- Not reported
- Duration over one year
- Not reported
- Business combination
- Not reported
- Sales commissions
- Not reported
- Finders' fees
- Not reported
- Form D file number
- 021-331254
Source: Form D, filed Jan 23, 2026. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| John M Corcoran | Director, Executive |
| David L. Di Lorenzo | Director, Executive |
| Mitchell C. Freestone | Director |
| Christopher Frier | Director |
| Heidi W. Hardin | Executive |
| Rosa E. Licea Mailloux | Executive |
| Robertson G. Mansi | Director |
| Kasey L. Phillips | Executive |
| Mark N Polebaum | Executive |
| Robin A. Stelmach | Director |
| Martin J. Wolin | Executive |
| James O. Yost | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
111 Huntington Avenue
Boston, MA, 02199-7618
Boston, MA, 02199-7618