Form D · Other Investment Fund

MFS Global Aggregate Opportunistic LLC

Boston, MA · CIK 0001855403

Offering snapshot reported Jan 23, 2026 · SEC filing

Reported sold
$68.4M
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

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 23, 2026Amendment$68,400,998No comparisonNot reportedSEC filing
Jan 24, 2025Amendment$64,265,258$15,073,414vs Jan 24, 20242SEC filing
Jan 24, 2024Amendment$49,191,844$4,206,882vs Jan 24, 20232SEC filing
Jan 24, 2023Amendment$44,984,962-$5,085,464vs Jan 24, 20222SEC filing
Jan 24, 2022Amendment$50,070,426$70,326vs Apr 27, 20212SEC filing
Apr 27, 2021Initial$50,000,100No comparisonNot reportedSEC 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
021-397307

Source: Form D, filed Jan 23, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

MFS GLOBAL AGGREGATE OPPORTUNISTIC LLC

Investment adviser: MFS INSTITUTIONAL ADVISORS INC.

Gross asset value
$69.9M
Beneficial owners
2
ADV minimum commitment
$0

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator J.P. MORGAN CHASE BANK, N.A. BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor DELOITTE & TOUCHE LLP BOSTON, Massachusetts, United States
Custodian J.P. MORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No
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

Filing source

Form ADV 2050996 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-1140713553

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

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.

People and organizations reported in Form D filings
NameReported role
Anne Marie Bernard Director
John M. Corcoran Director
Deborah L. Dodds Director
Richard A. Drage Director
Carol W. Geremia Executive
Heidi W. Hardin Director, Executive
Michael S. Keenan Director
Sean M. Kenney Executive
Robertson G. Mansi Director
Inc. Mfs Institutional Advisors Director
Christine E. Modoono Director
Michael W. Roberge Director
Joseph J. Smelstor Executive
Aditi Taylor Director
Michelle Thompson Dolberry Director
Charuda Upatham Costello Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
111 Huntington Avenue
Boston, MA, 02199