AltMountain

MFS Global Equity LLC

Boston, MA · CIK 1530828
Status: no Form D since Jan 2024. Funds file a Form D when they begin selling and amend it each year while the offering continues, so this fund has most likely stopped raising money. It may still be investing, or it may have closed or been dissolved. The details below are from its latest filing, kept here as a record.

MFS Global Equity LLC is a private investment fund based in Boston, Massachusetts. According to its most recent Form D, filed Jan 24, 2024, it has sold $98,142,303 of interests to 2 investors since its first sale in Dec 2011. 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 Michael Keenan; Michelle Thompson-Dolberry; Robertson Mansi.

Total raised
$98,142,303Cumulative sales reported on Form D
Investors
2
First sale
Dec 30, 2011
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
Michael Keenan; Michelle Thompson-Dolberry; Robertson Mansi
Latest Form D
Jan 24, 2024

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 Equity LLC

What is the minimum investment for MFS Global Equity LLC?

MFS Global Equity LLC's latest Form D, filed Jan 24, 2024, does not set a minimum investment. Managers can still require one in the offering documents.

Who can invest in MFS Global Equity LLC?

MFS Global Equity 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 Equity LLC raised?

MFS Global Equity LLC reports $98,142,303 sold from 2 investors on its Form D filed Jan 24, 2024. This is cumulative sales since the offering began, not current assets or performance.

Where is MFS Global Equity LLC based?

MFS Global Equity LLC is based in Boston, Massachusetts.

When did MFS Global Equity LLC launch?

MFS Global Equity LLC reports its first sale in Dec 2011.

Size compared with every private investment fund

Raised more than 66% of the 537 private investment funds based in Massachusetts, and more than 71% of all 10,266 that report sales.

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