MFS INSTITUTIONAL ADVISORS INC.
Latest filing: Oct 30, 2024 (168 days ago)
AUM
$128,519,177,590
0% change vs. 1 year ago
-12% change vs. 3 years ago
9% change vs. 5 years ago
-2% change vs. 10 years ago
Employee Count
1,300
0% change vs. 1 year ago
8% change vs. 3 years ago
-13% change vs. 5 years ago
30% change vs. 10 years ago
Main Office
BOSTON, MA
111 HUNTINGTON AVENUE, BOSTON, MA, UNITED STATES, 02199-7618
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $128.5 |
| Non-Discretionary | $0.0 |
| Total | $128.5 |
| Client | AUM |
|---|---|
| Retail | $2.3 |
| Pooled | $43.7 |
| Institutional | $82.4 |
| Total | $128.5 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 6,005 | $1.5 |
| Average Individual AUM | $257,411 | |
| HNW | 299 | $0.8 |
| Average HNW AUM | $2,627,466 | |
| Retail Total | 6,304 | $2.3 |
| Average Retail AUM | $369,824 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| JP MORGAN CHASE BANK, N.A. LONDON | LONDON--GBR | $19.7 |
| THE NORTHERN TRUST COMPANY | CHICAGO-IL-USA | $15.2 |
| STATE STREET BANK AND TRUST CO. | BOSTON-MA-USA | $14.1 |
| THE BANK OF NEW YORK MELLON | NEW YORK-NY-USA | $10.0 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $84.8 |
| Retail SMA AUM | $2.3 |
| Institutional SMA AUM | $82.4 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 91% | $77.1 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 1% | $0.8 |
| Sovereign | 0% | $0.0 |
| IG Credit | 2% | $1.7 |
| HY Credit | 1% | $0.8 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 1% | $0.8 |
| Cash | 2% | $1.7 |
| Other | 0% | $0.0 |
| Total | 98% | $83.1 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| MASSACHUSETTS FINANCIAL SERVICES COMPANY | $454.3 | 110045 | |
| SUN LIFE CAPITAL MANAGEMENT (U.S.) LLC | $69.5 | 109684 | |
| MFS INTERNATIONAL AUSTRALIA PTY LTD | $0.0 | broker-dealer | - |
| MFS INVESTMENT MANAGEMENT K.K. | $0.0 | broker-dealer | - |
| MFS FUND DISTRIBUTORS, INC. | $0.0 | broker-dealer | 31052 |
| SUN LIFE ASSURANCE COMPANY OF CANADA (U.K.) LIMITED | $0.0 | - | |
| SLGI ASSET MANAGEMENT INC. | $0.0 | broker-dealer | - |
| MFS INTERNATIONAL SINGAPORE PTE. LTD. | $0.0 | - | |
| MFS HERITAGE TRUST COMPANY | $0.0 | trust company | - |
| MFS INTERNATIONAL (U.K.) LIMITED | $0.0 | broker-dealer | - |
| MFS INTERNATIONAL (HONG KONG) LIMITED | $0.0 | broker-dealer | - |
| MFS INVESTMENT MANAGEMENT CANADA LIMITED | $0.0 | broker-dealer | - |
| MFS INVESTMENT MANAGEMENT COMPANY (LUX) S.A R.L. | $0.0 | broker-dealer | - |
| MFS DO BRASIL DESENVOLVIMENTO DE MERCADO LTDA. | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
15 active
| Name | Title |
|---|---|
| GEREMIA, CAROL, WILLIAM | PRESIDENT AND SECRETARY |
| MANSI, ROBERTSON, GEORGE | DIRECTOR |
| UPATHAM-COSTELLO, CHARUDA | DIRECTOR AND TREASURER |
| KEENAN, MICHAEL, SEAN | DIRECTOR |
| HARDIN, HEIDI, WALTER | DIRECTOR AND CHAIR OF THE BOARD |
| LICEA-MAILLOUX, ROSA, ESMERALDA | CHIEF COMPLIANCE OFFICER |
| THOMPSON-DOLBERRY, MICHELLE | DIRECTOR |
ADVDB.CO • SOURCE: SEC
Representatives
49 active representatives found, showing 20 random
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| VICTOR CURTIS | BOSTON | MA | S63|1997-08-14|S65|1993-11-18 | ||||||
| MAX LEPLEY | BOSTON | MA | S63|2019-07-22|S66|2022-11-11 | ||||||
| KURT BEAL | BOSTON | MA | S63|2000-11-15|S65|2003-07-16 | ||||||
| SCOTT EDGCOMB | BOSTON | MA | S63|2012-08-17 | CHARTERED FINANCIAL ANALYST | |||||
| GARY HAMPTON | BOSTON | MA | S63|2007-06-25 | CHARTERED FINANCIAL ANALYST | |||||
| SERGE PIERRE-LOUIS | BOSTON | MA | S63|2006-12-12|S66|2010-10-28 | ||||||
| CARLIN CHAMPION | BOSTON | MA | S66|2018-03-16 | ||||||
| JEFFREY MACCUNE | BOSTON | MA | S63|2012-08-18 | CHARTERED FINANCIAL ANALYST | |||||
| RUSSELL KILPATRICK | BOSTON | MA | S63|2002-08-21|S65|2005-07-19 | ||||||
| JUSTIN HANSEN | BOSTON | MA | S63|2005-06-01|S65|2007-02-28 | ||||||
| ANTHONY ISKANDAR | BOSTON | MA | S63|2005-02-18|S65|2008-10-27 | ||||||
| ANDY TYNDALL | BOSTON | MA | S63|2000-01-18|S65|2000-04-14|S66|2002-10-10 | ||||||
| ROBERT THOMSON | BOSTON | MA | S63|2006-01-20|S65|2019-08-22 | ||||||
| JANET OLIVER | BOSTON | MA | S66|2003-02-10 | ||||||
| PATRICK CARROLL | BOSTON | MA | S63|2008-06-03|S65|2009-09-25 | ||||||
| JOHN GARRETT | BOSTON | MA | S63|2003-02-26|S65|2007-05-04 | ||||||
| JASON MORSKI | BOSTON | MA | S66|2005-01-14 | ||||||
| KEVIN HIGNEY | BOSTON | MA | S63|1998-11-03|S65|2006-03-08 | ||||||
| JAMES IGNAZIO | BOSTON | MA | S63|1993-12-20|S65|2006-03-08 | ||||||
| PHILIP MARTIN | BOSTON | MA | S66|2000-02-18 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-03-06 | $128.5 | $0.0 | 0% | 1,300 | 0 | 0% |
| 2024-04-02 | $128.5 | $0.0 | 0% | 1,300 | 0 | 0% |
| 2023-04-04 | $116.8 | $11.7 | 10% | 1,300 | 0 | 0% |
| 2022-04-01 | $146.4 | -$17.9 | -12% | 1,200 | 100 | 8% |
| 2021-04-05 | $134.3 | -$5.8 | -4% | 1,500 | -200 | -13% |
| 2020-04-01 | $118.4 | $10.1 | 9% | 1,500 | -200 | -13% |
| 2019-04-01 | $118.2 | $10.3 | 9% | 1,100 | 200 | 18% |
| 2018-04-02 | $130.8 | -$2.3 | -2% | 1,100 | 200 | 18% |
| 2017-04-01 | $116.3 | $12.2 | 10% | 1,000 | 300 | 30% |
| 2016-04-01 | $117.3 | $11.3 | 10% | 1,000 | 300 | 30% |
| 2015-04-01 | $131.5 | -$3.0 | -2% | 1,000 | 300 | 30% |
| 2014-04-01 | $137.6 | -$9.1 | -7% | 1,000 | 300 | 30% |
| 2013-04-01 | $113.2 | $15.3 | 14% | 1,000 | 300 | 30% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| MA, AK-11/09/2004, AL-11/09/2004, AR-11/09/2004, AZ-11/09/2004, CA-02/10/1995, CO-11/09/2004, CT-11/09/2004, DC-11/09/2004, DE-11/09/2004, FL-11/09/2004, GA-11/09/2004, HI-11/09/2004, IA-11/09/2004, ID-11/09/2004, IL-08/07/1998, IN-11/09/2004, KS-11/09/2004, KY-11/09/2004, LA-11/09/2004, MA-11/09/2004, MD-11/09/2004, ME-11/09/2004, MI-11/09/2004, MN-11/09/2004, MO-11/09/2004, MS-11/09/2004, MT-11/09/2004, NC-11/09/2004, ND-11/09/2004, NE-11/09/2004, NH-11/09/2004, NJ-11/09/2004, NM-11/09/2004, NV-11/09/2004, NY-11/09/2004, OH-11/09/2004, OK-11/09/2004, OR-11/09/2004, PA-07/12/2001, PR-11/09/2004, RI-11/09/2004, SC-11/09/2004, SD-11/22/2004, TN-08/30/2001, TX-07/19/2001, UT-11/09/2004, VA-07/12/2001, VI-03/30/2020, VT-11/09/2004, WA-11/09/2004, WI-11/09/2004, WV-11/09/2004, WY-03/30/2018 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) PENSION CONSULTING MANAGER SELECTION |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV