MFS Global Aggregate Opportunistic LLC
MFS Global Aggregate Opportunistic LLC is a private investment fund based in Boston, Massachusetts. According to its most recent Form D, filed Jan 23, 2026, it has sold $68,400,998 of interests to 2 investors since its first sale in Apr 2021. The filing does not set a minimum investment. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Heidi Hardin; Deborah Dodds; Inc. MFS Institutional Advisors.
- Total raised
- $68,400,998Cumulative sales reported on Form D
- Investors
- 2
- First sale
- Apr 15, 2021
- Minimum investment
- None set
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Heidi Hardin; Deborah Dodds; Inc. MFS Institutional Advisors
- Latest Form D
- Jan 23, 2026
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about MFS Global Aggregate Opportunistic LLC
What is the minimum investment for MFS Global Aggregate Opportunistic LLC?
MFS Global Aggregate Opportunistic LLC's latest Form D, filed Jan 23, 2026, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in MFS Global Aggregate Opportunistic LLC?
MFS Global Aggregate Opportunistic LLC is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.
How much has MFS Global Aggregate Opportunistic LLC raised?
MFS Global Aggregate Opportunistic LLC reports $68,400,998 sold from 2 investors on its Form D filed Jan 23, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is MFS Global Aggregate Opportunistic LLC based?
MFS Global Aggregate Opportunistic LLC is based in Boston, Massachusetts and is managed by MFS Institutional Advisors Inc..
When did MFS Global Aggregate Opportunistic LLC launch?
MFS Global Aggregate Opportunistic LLC reports its first sale in Apr 2021.
Size compared with every private investment fund
Raised more than 61% of the 538 private investment funds based in Massachusetts, and more than 66% of all 10,333 that report sales.
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