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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Massachusetts / New England HQ: Boston, MA

Mfs Institutional Advisors Inc.

$113.6B Total AUM · Institutional LP profile covering 26 historical fund disclosure records ($5.80B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Real Estate, Private Equity, Real Assets (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
26
5 Open Source Trails Below
Sum of Disclosed Rows
$5.80B
Total AUM: $113.6B
Median Disclosed Amount
$111.0M
Range: $15.0M – $752.4M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/26)
1 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Mfs Institutional Advisors Inc.

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 26 total tracked records (+21 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Berkshire Multifamily Credit Fund IVAdviser 7.B Vehicle Direct Lending 2025
$752.4M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
FSN Capital VAdviser 7.B Vehicle Private Equity 2025
$621.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Great Hill Equity Partners IVAdviser 7.B Vehicle Buyout 2025
$556.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
CBRE U.S. Core Partners, L.P.Adviser 7.B Vehicle Real Estate 2024
$706.6M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
TLV Partners IV LPAdviser 7.B Vehicle Venture Capital 2024
$556.1M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Mfs Institutional Advisors Inc.

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Mfs Institutional Advisors Inc. (OCIO / Wealth RIA, $113.6B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 18.0% vs. 15.7% Actual; $2,612.5M Unallocated Target Bandwidth). SEC Form ADV (801-46433, CRD #107144) verified $113.59B discretionary AUM (Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($10M-$30M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-22

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Mfs Institutional Advisors Inc.

795 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Mfs Institutional Advisors Inc. (24 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 12 Shared Vehicles

Chantilly Elkhorn Brookfield Mutual & Casualty Insurance General Account

Insurance Company Mid-Atlantic / DC Metro
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Charlesbank C. III (2023 Vintage)
Mfs Institutional Advisors Inc.: $130.8M · SEC Form ADV 7.B
Chantilly Elkhorn Brookfield Mutual & Casualty Insurance General Account: $60.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Chisholm Management, LP (2022 Vintage) · Cibus Enterprise II (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 11 Shared Vehicles

SamCERA

Public Pension Plan California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Chisholm Management, LP (2022 Vintage)
Mfs Institutional Advisors Inc.: $132.2M · SEC Form ADV 7.B
SamCERA: $26.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Charlesbank C. III (2023 Vintage) · Cibus Enterprise II (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 10 Shared Vehicles

Hood River Canandaigua Delacroix Mutual & Casualty Insurance General Account

Insurance Company Pacific Northwest (WA / OR / AK)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Chicago Pacific Founders III (2022 Vintage)
Mfs Institutional Advisors Inc.: $124.2M · SEC Form ADV 7.B
Hood River Canandaigua Delacroix Mutual & Casualty Insurance General Account: $98.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Charlesbank C. III (2023 Vintage) · Chisholm Management, LP (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+792 Additional Institutional LPs Report Shared Vehicles with Mfs Institutional Advisors Inc.

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Pre-Launch Pilot Mode · Early-Access Waitlist

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You are viewing 5 open public preview records (out of 26 total tracked records for Mfs Institutional Advisors Inc.) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 26 tracked historical disclosure records (+21 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (795 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (4) & CRM export

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Strategies Disclosed by Mfs Institutional Advisors Inc.

Buyout LPs →Private Credit LPs →Real Estate LPs →Private Equity LPs →Real Assets LPs →

Frequently Asked Questions: Mfs Institutional Advisors Inc.

What type of institutional allocator is Mfs Institutional Advisors Inc. and what is their typical disclosed ticket size?

Mfs Institutional Advisors Inc. is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Massachusetts / New England; Headquarters: Boston, MA). Across 26 historical disclosure records tracked on Prilago ($5.80B total parsed USD across disclosed rows), the median disclosed amount is $111.0M (range: $15.0M to $752.4M).

Which private-market strategies appear in Mfs Institutional Advisors Inc.'s public disclosures?

Mfs Institutional Advisors Inc. has disclosed records across Buyout, Private Credit, Real Estate, Private Equity, Real Assets. Open preview records include Berkshire Multifamily Credit Fund IV (2025 Vintage), FSN Capital V (2025 Vintage), Great Hill Equity Partners IV (2025 Vintage), CBRE U.S. Core Partners, L.P. (2024 Vintage).

How are Mfs Institutional Advisors Inc.'s historical records substantiated and separated from active searches on Prilago?

Records for Mfs Institutional Advisors Inc. cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Mfs Institutional Advisors Inc.'s full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/mfs-institutional-advisors-inc or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Mfs Institutional Advisors Inc.?

In Prilago's bilateral commitment graph, Mfs Institutional Advisors Inc. shares resolved underlying fund vehicles with 795 institutional LPs across 24 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Chantilly Elkhorn Brookfield Mutual & Casualty Insurance General Account (12 shared vehicles, e.g. Charlesbank C. III (2023 Vintage)), SamCERA (11 shared vehicles, e.g. Chisholm Management, LP (2022 Vintage)), Hood River Canandaigua Delacroix Mutual & Casualty Insurance General Account (10 shared vehicles, e.g. Chicago Pacific Founders III (2022 Vintage)).

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