MFS Commodity Strategy Portfolio is a private investment fund based in Boston, Massachusetts. According to its most recent Form D, filed Jan 23, 2026, it has sold $146,735,820 of interests to 1 investor since its first sale in May 2014. 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; Kasey Phillips; Rosa Licea-Mailloux.
- Total raised
- $146,735,820Cumulative sales reported on Form D
- Investors
- 1
- First sale
- May 19, 2014
- 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; Kasey Phillips; Rosa Licea-Mailloux
- 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 Commodity Strategy Portfolio
What is the minimum investment for MFS Commodity Strategy Portfolio?
MFS Commodity Strategy Portfolio'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 Commodity Strategy Portfolio?
MFS Commodity Strategy Portfolio 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 Commodity Strategy Portfolio raised?
MFS Commodity Strategy Portfolio reports $146,735,820 sold from 1 investor on its Form D filed Jan 23, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is MFS Commodity Strategy Portfolio based?
MFS Commodity Strategy Portfolio is based in Boston, Massachusetts.
When did MFS Commodity Strategy Portfolio launch?
MFS Commodity Strategy Portfolio reports its first sale in May 2014.
Size compared with every private investment fund
Raised more than 71% of the 542 private investment funds based in Massachusetts, and more than 76% of all 10,425 that report sales.