Mfs Investment Management

Registered investment advisor · Boston, Massachusetts · CRD #110045

Assets Under Management

$514.1B

Client Accounts

355

Employees

1,244

CRD Number

110045

Registration

SEC Registered

Custodian

Brown Brothers Harriman & Co., Sumitomo Mitsui Trust Bank (u.s.a.) Limited, Jp Morgan Chase Bank, N.a. London, State Street Bank And Trust Co.

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Mfs Investment Management

MFS Investment Management is a global investment manager founded in 1924, known for creating the first U.S. open-end mutual fund, the Massachusetts Investors Trust. With nearly a century of experience, MFS emphasizes innovation, active management, and long-term discipline, celebrating its centennial in 2024. The firm has a strong legacy of fiduciary responsibility and has adapted its strategies through various market challenges, including the Great Depression and the 2008 financial crisis. MFS

Fee Structure

Percentage of assets under management Yes

Fixed fees Not reported

Hourly charges Yes

Performance-based fees Yes

Contacts, 13F holdings & brochure intel for Mfs Investment Management

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Frequently Asked Questions

What is Mfs Investment Management's AUM?

Mfs Investment Management reports approximately $514.1B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Mfs Investment Management headquartered?

Mfs Investment Management is headquartered in Boston, Massachusetts.

What is Mfs Investment Management's CRD number?

Mfs Investment Management's CRD number is 110045. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.