MFS INSTITUTIONAL ADVISORS INC.
Latest filing: Mar 31, 2025 (218 days ago)
AUM
$111,845,233,320
-13% change vs. 1 year ago
-24% change vs. 3 years ago
-6% change vs. 5 years ago
-15% change vs. 10 years ago
Employee Count
1,331
2% change vs. 1 year ago
11% change vs. 3 years ago
-11% change vs. 5 years ago
33% change vs. 10 years ago
Main Office
BOSTON, MA
111 HUNTINGTON AVENUE, BOSTON, MA, UNITED STATES, 02199-7618
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $111.8 |
| Non-Discretionary | $0.0 |
| Total | $111.8 |
| Client | AUM |
|---|---|
| Retail | $2.7 |
| Pooled | $41.8 |
| Institutional | $67.4 |
| Total | $111.8 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 7,341 | $1.8 |
| Average Individual AUM | $238,867 | |
| HNW | 338 | $0.9 |
| Average HNW AUM | $2,710,117 | |
| Retail Total | 7,679 | $2.7 |
| Average Retail AUM | $347,642 |
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 | $70.0 |
| Retail SMA AUM | $2.7 |
| Institutional SMA AUM | $67.4 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 87% | $60.9 |
| Equity Non-Exch | 1% | $0.7 |
| Govt Agency | 0% | $0.0 |
| Municipal | 1% | $0.7 |
| Sovereign | 3% | $2.1 |
| IG Credit | 2% | $1.4 |
| HY Credit | 1% | $0.7 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 3% | $2.1 |
| Cash | 2% | $1.4 |
| Other | 0% | $0.0 |
| Total | 100% | $70.0 |
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 | $473.0 | 110045 | |
| SUN LIFE CAPITAL MANAGEMENT (U.S.) LLC | $69.1 | 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 | |||||
|---|---|---|---|---|---|---|---|---|---|
| LORI HUBBARD | BOSTON | MA | S66|2007-11-12 | ||||||
| KEVIN HIGNEY | BOSTON | MA | S63|1998-11-03|S65|2006-03-08 | ||||||
| KAREN IRELAND | BOSTON | MA | S63|2000-07-27|S66|2008-06-03 | ||||||
| GARY HAMPTON | BOSTON | MA | S63|2007-06-25 | CHARTERED FINANCIAL ANALYST | |||||
| JANET OLIVER | BOSTON | MA | S66|2003-02-10 | ||||||
| STEVEN BURKHARDT | BOSTON | MA | S63|1997-08-20|S65|2002-09-11 | ||||||
| JULIA PERRY | BOSTON | MA | S63|2020-06-20|S65|2023-06-30 | ||||||
| GRAHAM KIMMERER | BOSTON | MA | S66|2012-10-11 | ||||||
| KOJI PETERS | BOSTON | MA | S63|2019-08-29|S65|2023-04-18 | ||||||
| MITCHELL TOFTE | BOSTON | MA | S63|2015-07-02|S65|2017-01-29 | ||||||
| KURT BEAL | BOSTON | MA | S63|2000-11-15|S65|2003-07-16 | ||||||
| SERGE PIERRE-LOUIS | BOSTON | MA | S63|2006-12-12|S66|2010-10-28 | ||||||
| KEVIN BRITT | BOSTON | MA | S63|1999-10-14|S65|2000-01-06 | ||||||
| JASON MORSKI | BOSTON | MA | S66|2005-01-14 | ||||||
| PATRICK BEKSHA | BOSTON | MA | S63|2013-10-08 | CHARTERED FINANCIAL ANALYST | |||||
| CARLIN CHAMPION | BOSTON | MA | S66|2018-03-16 | ||||||
| HUDSON WALKER | BOSTON | MA | S63|2005-07-19|S66|2012-11-19 | ||||||
| RYAN MULLEN | BOSTON | MA | S63|1993-11-18|S65|2008-06-13 | ||||||
| ROBERT FERGUSON | BOSTON | MA | S66|2007-10-02 | ||||||
| SUZANNE CROUCH | BOSTON | MA | S63|1997-10-21|S66|2013-08-26 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-08-01 | $111.8 | $0.0 | 0% | 1,331 | 0 | 0% |
| 2025-04-21 | $111.8 | $0.0 | 0% | 1,331 | 0 | 0% |
| 2024-04-02 | $128.5 | -$16.7 | -13% | 1,300 | 31 | 2% |
| 2023-04-04 | $116.8 | -$5.0 | -4% | 1,300 | 31 | 2% |
| 2022-04-01 | $146.4 | -$34.6 | -24% | 1,200 | 131 | 11% |
| 2021-04-05 | $134.3 | -$22.5 | -17% | 1,500 | -169 | -11% |
| 2020-04-01 | $118.4 | -$6.5 | -6% | 1,500 | -169 | -11% |
| 2019-04-01 | $118.2 | -$6.4 | -5% | 1,100 | 231 | 21% |
| 2018-04-02 | $130.8 | -$19.0 | -15% | 1,100 | 231 | 21% |
| 2017-04-01 | $116.3 | -$4.5 | -4% | 1,000 | 331 | 33% |
| 2016-04-01 | $117.3 | -$5.4 | -5% | 1,000 | 331 | 33% |
| 2015-04-01 | $131.5 | -$19.7 | -15% | 1,000 | 331 | 33% |
| 2014-04-01 | $137.6 | -$25.8 | -19% | 1,000 | 331 | 33% |
| 2013-04-01 | $113.2 | -$1.4 | -1% | 1,000 | 331 | 33% |
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