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Mfs Institutional Advisors Inc.

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on April 15, 2017
    • $116.3B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 7K
      Accounts
    • $15.6M
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

Advisors

Current Advisors

# of advisors

48

name start date
David Gilbert Martinez
March 2006
Christopher Barrett Rhodes
December 2011
Hudson Charles Walker
September 2014
Michael William Schwanekamp
March 2006
Serge Pierre-Louis
October 2012

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Mfs Fund Distributors, Inc. Broker-Dealer --
    Mfs Heritage Trust Company -- --
    Mfs International (Hong Kong) Limited -- --
    Mfs International (U.K.) Limited -- --
    Mfs International Australia Pty Ltd -- --
    Mfs International Ltd -- --
    Mfs International Singapore Pte. Ltd. -- --
    Mfs International Switzerland Gmbh -- --
    Mfs Investment Management IAR $303,230,315,567
    Mfs Investment Management Canada -- --
    Mfs Investment Management Company (Lux) S.A R.L. -- --
    Mfs Investment Management K.K. -- --
    Sun Life Global Investments (Canada) Inc. -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Carol William Geremia President And Secretary October, 2012 less than 5%
      Michael William Roberge Chief Investment Officer, Director, And Chairman Of The Board March, 2013 less than 5%
      Robertson George Mansi Director March, 2013 less than 5%
      Anne Marie Bernard Director March, 2013 less than 5%
      Linda Harring Savage Director March, 2013 less than 5%
      Charuda Upatham-Costello Treasurer August, 2014 less than 5%
      Martin Joel Wolin Chief Compliance Officer July, 2015 less than 5%
      John M. Corcoran Director August, 2014 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Performance-Based Fees