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MFS INSTITUTIONAL ADVISORS INC.
MFS INSTITUTIONAL ADVISORS INC. (CRD# 107144) is an SEC-Registered Investment Advisor (RIA), headquartered in Boston, MA. The SEC approved the firm to operate as an RIA in May 1994. In Mar 2019, the firm reported total Regulatory Assets Under Management (RAUM) of $118.2 Billion, with discretion over 79% of those assets.   Pooled investment vehicles (Private Funds) account for 35% of RAUM.   Non-US investors represent 69% .  
 
MFS INSTITUTIONAL ADVISORS INC. also reported in Mar 2019
  • 1100 employees, with 273 performing advisory functions.
  • One office location.
  • Registration with one or more foreign financial regulatory authorities.
  • Operation as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
MFS INSTITUTIONAL ADVISORS INC. has one or more disclosure events currently on file with the SEC.
 

View MFS INSTITUTIONAL ADVISORS INC.'s most recent Form ADV filing
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MFS INSTITUTIONAL ADVISORS INC. has Notice Filings with the following State Securities Authorities: AK-Nov 2004, AL-Nov 2004, AR-Nov 2004, AZ-Nov 2004, CA-Feb 1995 , CO-Nov 2004, CT-Nov 2004, DC-Nov 2004, DE-Nov 2004, FL-Nov 2004 , GA-Nov 2004, HI-Nov 2004, IA-Nov 2004, ID-Nov 2004, IL-Aug 1998 , IN-Nov 2004, KS-Nov 2004, KY-Nov 2004, LA-Nov 2004, MA-Nov 2004 , MD-Nov 2004, ME-Nov 2004, MI-Nov 2004, MN-Nov 2004, MO-Nov 2004 , MS-Nov 2004, MT-Nov 2004, NC-Nov 2004, ND-Nov 2004, NE-Nov 2004 , NH-Nov 2004, NJ-Nov 2004, NM-Nov 2004, NV-Nov 2004, NY-Nov 2004 , OH-Nov 2004, OK-Nov 2004, OR-Nov 2004, PA-Jul 2001, PR-Nov 2004 , RI-Nov 2004, SC-Nov 2004, SD-Nov 2004, TN-Aug 2001, TX-Jul 2001 , UT-Nov 2004, VA-Jul 2001, VT-Nov 2004, WA-Nov 2004, WI-Nov 2004 , WV-Nov 2004, WY-Mar 2018


Disclaimer: 
The information presented above was gleaned from the SEC website and is believed to be accurate.  FindingFraud.org is presenting this data for informational purposes only and assumes no responsibility for errors or omissions.  Please note that we are aware of many instances where RIAs provided erroneous data to the SEC.  Feel free to contact FindingFraud.org with questions or concerns.


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