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Data / Investment advisers / Serving sovereign wealth funds and foreign official institutions / Massachusetts

Investment advisers in Massachusetts serving sovereign wealth funds and foreign official institutions: 24 firms

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

24 SEC registered investment advisers with a main office in Massachusetts report sovereign wealth funds and foreign official institutions among their clients in Form ADV item 5.D, and together they attribute $164 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Wellington Management Company LLP.

The request: Every investment adviser in Massachusetts that serves sovereign wealth funds and foreign official institutions, with AUM, phone and website. $10 of work on sign-up, no card.

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  • 24Advisers
  • $164 billionAUM from this client type
  • 24Advisers over $100 million
  • November 2, 2026File date

Advisers in Massachusetts serving sovereign wealth funds and foreign official institutions

Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.

AdviserCityClients of this typeAUM from this typeTotal AUMSource
Wellington Management Company LLPBoston48$51.57 billion$1.43 trillionadviserinfo.sec.gov
Panagora Asset Management IncBoston9$21.49 billion$44.13 billionadviserinfo.sec.gov
Loomis, Sayles & Company, L.P.Boston9$20.47 billion$386.88 billionadviserinfo.sec.gov
MFS Institutional Advisors Inc.Boston12$14.56 billion$113.59 billionadviserinfo.sec.gov
Columbia Management Investment Advisers, LLCBoston9$13.16 billion$502.40 billionadviserinfo.sec.gov
Arrowstreet Capital, Limited PartnershipBoston3$8.71 billion$351.32 billionadviserinfo.sec.gov
Acadian Asset ManagementBoston5$7.48 billion$177.46 billionadviserinfo.sec.gov
Eaton Vance ManagementBoston1$6.42 billion$97.02 billionadviserinfo.sec.gov
Manulife Investment Management (US) LLCBoston10$5.40 billion$228.04 billionadviserinfo.sec.gov
Geode Capital Management, LLCBostonFewer than 5$4.97 billion$1.74 trillionadviserinfo.sec.gov
Numeric Investors LLCBostonFewer than 5$2.51 billion$94.40 billionadviserinfo.sec.gov
MFS Investment ManagementBoston4$2.46 billion$514.05 billionadviserinfo.sec.gov
Boston PartnersBoston2$1.75 billion$116.17 billionadviserinfo.sec.gov
AEW Capital Management LPBostonFewer than 5$766.5 million$3.02 billionadviserinfo.sec.gov
P/E Global LLCBostonFewer than 5$498.9 million$1.71 billionadviserinfo.sec.gov
Manulife Investment Management Timberland and Agriculture IncBostonFewer than 5$336.7 million$6.74 billionadviserinfo.sec.gov
Wgi DM, LLCBostonFewer than 5$317.4 million$7.78 billionadviserinfo.sec.gov
Frontier Capital Management Co LLCBostonFewer than 5$238.7 million$9.60 billionadviserinfo.sec.gov
Boston Trust Walden Inc.Boston1$226.5 million$4.58 billionadviserinfo.sec.gov
Polen Capital Credit, LLCWaltham1$163.1 million$6.13 billionadviserinfo.sec.gov
Mackenzie InvestmentsBostonFewer than 5$109.7 million$18.07 billionadviserinfo.sec.gov
GW&K Investment Management, LLCBoston1$20.4 million$52.78 billionadviserinfo.sec.gov
First Eagle Alternative Credit, LLCBostonFewer than 5$15.2 million$12.56 billionadviserinfo.sec.gov
Marsh Investments US LLCBostonFewer than 5$2.3 million$226.04 billionadviserinfo.sec.gov

Also on SpecStream

Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.