Form D · Other Investment Fund

MFS International Research Equity LLC

Boston, MA · CIK 0001526159

Offering snapshot reported Jan 24, 2025 · SEC filing

Reported sold
$20.1M
Indefinite offering
Investors reported
4
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Aug 30, 2011
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$24M$48MFeb 3, 2014: $32,863,434.00Feb 3, 2014May 29, 2014: $32,863,434.00Jan 29, 2015: $31,309,189.00Jan 28, 2016: $37,401,513.00Jan 24, 2017: $39,299,209.00Jan 24, 2018: $47,563,507.00Jan 23, 2019: $42,315,376.00Jan 22, 2020: $47,296,784.00Jan 22, 2021: $47,985,491.00Jan 24, 2022: $36,929,907.00Jan 24, 2023: $33,074,322.00Jan 24, 2024: $35,725,087.00Jan 24, 2025: $20,069,529.00Jan 24, 2025

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$35,725,087 → $20,069,529

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 24, 2025Amendment$20,069,529-$15,655,558vs Jan 24, 20244SEC filing
Jan 24, 2024Amendment$35,725,087$2,650,765vs Jan 24, 20234SEC filing
Jan 24, 2023Amendment$33,074,322-$3,855,585vs Jan 24, 20224SEC filing
Jan 24, 2022Amendment$36,929,907-$11,055,584vs Jan 22, 20214SEC filing
Jan 22, 2021Amendment$47,985,491$688,707vs Jan 22, 20204SEC filing
Jan 22, 2020Amendment$47,296,784$4,981,408vs Jan 23, 20194SEC filing
Jan 23, 2019Amendment$42,315,376-$5,248,131vs Jan 24, 20184SEC filing
Jan 24, 2018Amendment$47,563,507$8,264,298vs Jan 24, 20174SEC filing
Jan 24, 2017Amendment$39,299,209$1,897,696vs Jan 28, 20163SEC filing
Jan 28, 2016Amendment$37,401,513$6,092,324vs Jan 29, 20153SEC filing
Jan 29, 2015Amendment$31,309,189-$1,554,245vs May 29, 20143SEC filing
May 29, 2014Amendment$32,863,434$0vs Feb 3, 20143SEC filing
Feb 3, 2014Initial$32,863,434No comparison3SEC filing
Feb 6, 2013Initial$29,109,854No comparison2SEC filing
Feb 9, 2012Initial$24,019,821No comparison4SEC filing
Aug 30, 2011Initial$19,000,000No comparison3SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-211155
Approximate net assets as of December 31, 2024.

Source: Form D, filed Jan 24, 2025. 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 INTERNATIONAL RESEARCH EQUITY LLC

Investment adviser: MFS INSTITUTIONAL ADVISORS INC.

Gross asset value
$18.5M
Beneficial owners
4
ADV minimum commitment
$0

Reported in Form ADV on Feb 6, 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 2050476 · Feb 6, 2026 · Schedule D 7.B.(1), fund 805-7580017980

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
Martin E. Beaulieu Director
Anne Marie Bernard Director
John M. Corcoran Director
Carol W. Geremia Executive
Heidi W. Hardin Director
Linda Harring Director
Michael S. Keenan Director
Robert J. Manning Director
Robertson G. Mansi Director
Inc. Mfs Institutional Advisors Director
Elizabeth Petipas Director, Executive
Michael W. Roberge 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