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MFS INVESTMENT MANAGEMENT
BOSTON, MA
617-954-5000
SEC #801-17352Total AUM
$514.1B
Employees
1,244Clients
355Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
111 HUNTINGTON AVENUE
BOSTON
MA 02199-7618
United States
BOSTON
MA 02199-7618
United States
Operating Hours
9 A.M. - 5 P.M.
Monday - Friday
Monday - Friday
Phone
617-954-5000
Financials
Total AUM
$514.1B
Accounts
355Discretionary
$476.8B
Accounts
311Non-Discretionary
$37.2B
Accounts
44
Clients
Investment Company Clients
187AUM
$436.5B
Pooled Vehicle Clients
115AUM
$70.8B
Pension/Profit Sharing Plan Clients
18AUM
$3.3B
Charitable Organization Clients
1AUM
$51.1M
Government Entity Clients
2AUM
$704.8M
Insurance Company Clients
2AUM
$86.5M
Sovereign Wealth Fund Clients
4AUM
$2.5B
Corporation or Business Clients
26AUM
$142.7M
Services
Services Offered
Company Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
TRANSFER PRICING ARRANGEMENTS WITH AFFILIATES
Compliance
Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
None reported
Affiliates
Affiliates
Reported 23 business affiliates.
Claimed Affiliates
Reported as an affiliate by 16 other businesses.