MFS INVESTMENT MANAGEMENT
Company Profile
| AUM* | 627,637,059,531 8% |
| of that, discretionary | 590,408,986,498 5% |
| Private Fund GAV* | 1,664,627,070 6% |
| Avg Account Size | 45,121,284 -28% |
| High Net Worth | 2.93% -13% |
| SMA’s | Yes |
| Private Funds | 6 2 |
Adviser Type
- An investment adviser (or subadviser) to an investment company
Number of Employees 2,555 -2%
of those in investment advisory functions 654 -2%
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above
- Other
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Disclosure Reporting
| 11.C(1) | SEC/CFTC found false statement |
| 11.C(2) | SEC/CFTC found violation |
| 11.C(4) | SEC/CFTC order in investment-related activity |
| 11.C(5) | SEC/CFTC civil penalty / cease and desist |
Recent News
Reported AUM
Private Funds
Employees
Private Funds Structure
| SEC Fund Type | Count | GAV |
|---|---|---|
| SEC Fund TypeHedge Fund | Count3 | GAV$595,279,131 |
| SEC Fund TypeOther Private Fund | Count3 | GAV$1,069,347,939 |