PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 5:18 AM ET

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Robert J. Manning

Named as an officer, director or promoter on SEC Form D filings · MA · Mar 12, 2009 → Jan 25, 2021

8deals (issuers)
$10.34Breported sold
182investors
48Form D filings
2009–2021years on file

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:17 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Robert J. Manning is listed as an executive officer and director on 48 SEC Form D filings by 8 issuers between Mar 2009 and Jan 2021. Largest by amount reported sold: MFS INSTITUTIONAL MONEY MARKET PORTFOLIO, A SERIES OF THE MFS SERIES TRUST XIV (Boston, MA — pooled investment fund — 2009–2021; $8.61B reported sold to 132 investors), MFS International Concentrated Equity LLC (Boston, MA — pooled investment fund — 2012–2014; $965.1M reported sold to 9 investors), MFS International Growth LLC (Boston, MA — pooled investment fund — 2009–2014; $567.7M reported sold to 29 investors), MFS Global Equity LLC (Boston, MA — pooled investment fund — 2011–2014; $103.8M reported sold to 3 investors), MFS International Research Equity LLC (Boston, MA — pooled investment fund — 2011–2014; $48M reported sold to 4 investors) and 3 more (all listed below).

What this means A repeat sponsor — 8 separate companies raised money with this person listed as executive officer and director, over about 12 years. Across those companies the filings report $10.34B sold in total.

Listed alongside Carol Geremia (34 shared filings), MFS Institutional Advisors, (34 shared filings, management entity), John P. Kavanaugh (14 shared filings), Laurie J. Thomsen (14 shared filings), Martin E. Beaulieu (12 shared filings) and 29 others.

What this means These are the other officers, directors or promoters the companies named on the same forms — the team around Robert. Each name links to their own page.

All 8 issuers belong to the sponsor group Mfs (13 issuers, $7.7B reported sold, 2009–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Mfs has 13 companies on file and $7.7B reported sold in total — the group page shows the whole track record in one place.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AZ, CA, DE, TX, WA) — 5 bankruptcy cases matching the name listed in Key records below.

What this means 5 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared 48 public filings for Robert J. Manning and found 14 differences, 5 worth asking the sponsor about: Amount sold went down between filings; 4 offerings reported fewer investors on a later filing; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Robert J. Manning has not run yet — it is joining a line of 12,521 names; searches run around the clock at the hosts' allowed rate. Searched so far: 27 names.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

None found in sources searched — federal courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:17 AM ET.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: AZ, CA, DE, TX, WA (crawled Oct 23, 2026)

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Robert J. Manning..

State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states are not covered.

3. Bankruptcies

5 cases: 5 closed (disposition not in docket feed)

Robert M. Manning closed
United States Bankruptcy Court, D. Massachusetts · No. 20-40865 · Filed Aug 24, 2020 · Closed Nov 30, 2020
Role of Robert M. Manning: Debtor · Outcome: Case closed 2020-11-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 256 federal dockets); 6 people with this name in Form D filings; court in the person's filing state (MA); middle initial differs
Robert T Manning closed
United States Bankruptcy Court, D. Massachusetts · No. 12-10900 · Filed Feb 3, 2012 · Closed Mar 26, 2012
Role of Robert T Manning: Debtor · Outcome: Case closed 2012-03-26 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 256 federal dockets); 6 people with this name in Form D filings; court in the person's filing state (MA); middle initial differs
Robert L Manning and Charlene M. Manning closed
United States Bankruptcy Court, D. Massachusetts · No. 06-11558 · Filed May 25, 2006 · Closed Jan 19, 2007
Role of Robert L Manning and Charlene M. Manning: Debtor · Outcome: Case closed 2007-01-19 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 256 federal dockets); 6 people with this name in Form D filings; court in the person's filing state (MA); middle initial differs
Robert D. Manning closed
United States Bankruptcy Court, D. Massachusetts · No. 03-40292 · Filed Jan 17, 2003 · Closed May 15, 2003
Role of Robert D. Manning: Debtor · Outcome: Case closed 2003-05-15 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 256 federal dockets); 6 people with this name in Form D filings; court in the person's filing state (MA); middle initial differs
Robert A. Manning closed
United States Bankruptcy Court, D. Massachusetts · No. 00-43987 · Filed Jul 24, 2000 · Closed Oct 30, 2000
Role of Robert A. Manning: Debtor · Outcome: Case closed 2000-10-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 256 federal dockets); 6 people with this name in Form D filings; court in the person's filing state (MA); middle initial differs
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:17 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

Comparisons cover issuers and sponsor groups — see the issuer pages under Deals

14 differences found between the filings for Robert J. Manning — 5 worth asking about (compared 48 filings on Oct 24, 2026)

Worth asking · Jan 30, 2015 – Jan 28, 2016

Amount sold went down between filings — MFS INSTITUTIONAL MONEY MARKET PORTFOLIO, A SERIES OF THE MFS SERIES TRUST XIV

The Jan 30, 2015 filing says $5,669,811,346 sold; the Jan 28, 2016 Form D/A says $4,387,278,866 sold — $1,282,532,480 less.

What this means Amounts sold normally only go up as a raise continues. A drop can mean investors were refunded, a figure was corrected, or an earlier number was wrong. Ask the sponsor which it was.

Sources
Worth asking · Feb 11, 2011

Amount sold went down between filings — MFS Emerging Markets Equity LLC

The Feb 11, 2011 filing says $15,000,000 sold; the Feb 11, 2011 Form D/A says $0 sold — $15,000,000 less.

What this means Amounts sold normally only go up as a raise continues. A drop can mean investors were refunded, a figure was corrected, or an earlier number was wrong. Ask the sponsor which it was.

Sources
Worth asking · Feb 11, 2011 – Jan 25, 2022

4 offerings reported fewer investors on a later filing

Investor count went down between filings — MFS INSTITUTIONAL MONEY MARKET PORTFOLIO, A SERIES OF THE MFS SERIES TRUST XIV · Investor count went down between filings — MFS INSTITUTIONAL MONEY MARKET PORTFOLIO, A SERIES OF THE MFS SERIES TRUST XIV · Investor count went down between filings — MFS INSTITUTIONAL MONEY MARKET PORTFOLIO, A SERIES OF THE MFS SERIES TRUST XIV · Investor count went down between filings — MFS Emerging Markets Equity LLC

What this means Investor counts normally only grow. Ask the sponsor what happened on each.

Sources
Worth asking · Sep 29, 2006 – Jan 24, 2019

19 Form Ds were filed more than 15 days after the first sale

Form D filed 4,329 days after the first sale — MFS INSTITUTIONAL MONEY MARKET PORTFOLIO, A SERIES OF THE MFS SERIES TRUST XIV · Form D filed 2,516 days after the first sale — MFS INSTITUTIONAL MONEY MARKET PORTFOLIO, A SERIES OF THE MFS SERIES TRUST XIV · Form D filed 656 days after the first sale — MFS International Concentrated Equity LLC · Form D filed 766 days after the first sale — MFS Global Equity LLC · Form D filed 888 days after the first sale — MFS International Research Equity LLC · and 14 more

What this means Late notices are common and carry no penalty by themselves. A pattern of late paperwork is worth asking the sponsor about.

Sources
Worth asking · Jan 31, 2014 – Jan 25, 2022

7 people are no longer listed on a later amendment

Robert J. Manning is no longer listed on the Jan 25, 2022 amendment — MFS INSTITUTIONAL MONEY MARKET PORTFOLIO, A SERIES OF THE MFS SERIES TRUST XIV · Robert J. Manning is no longer listed on the May 29, 2014 amendment — MFS International Concentrated Equity LLC · Robert J. Manning is no longer listed on the May 29, 2014 amendment — MFS Global Equity LLC · Robert J. Manning is no longer listed on the May 29, 2014 amendment — MFS International Research Equity LLC · Robert J. Manning is no longer listed on the May 29, 2014 amendment — MFS International Growth LLC · and 2 more

What this means People leave; the issuer lists only current officers, directors and promoters. Ask why and who replaced them.

Sources
Note · Feb 6, 2014 – May 29, 2014

Robert J. Manning's role changed at MFS INSTITUTIONAL MONEY MARKET PORTFOLIO, A SERIES OF THE MFS SERIES TRUST XIV: executive officer, director → director

The Feb 6, 2014 filing lists Robert J. Manning as executive officer, director; the May 29, 2014 Form D/A lists director.

What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.

Sources
Note · Feb 11, 2011 – Feb 8, 2012

Robert J. Manning's role changed at MFS INSTITUTIONAL MONEY MARKET PORTFOLIO, A SERIES OF THE MFS SERIES TRUST XIV: director → executive officer, director

The Feb 11, 2011 filing lists Robert J. Manning as director; the Feb 8, 2012 Form D lists executive officer, director.

What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.

Sources
Note · Sep 29, 2006 – Jan 24, 2018

15 offerings have no amendment in the last 12 months and may still be open

No amendment in the last 12 months on an offering that may still be open — MFS INSTITUTIONAL MONEY MARKET PORTFOLIO, A SERIES OF THE MFS SERIES TRUST XIV (latest filing Jan 24, 2018) · No amendment in the last 12 months on an offering that may still be open — MFS INSTITUTIONAL MONEY MARKET PORTFOLIO, A SERIES OF THE MFS SERIES TRUST XIV (latest filing Feb 6, 2013) · No amendment in the last 12 months on an offering that may still be open — MFS International Concentrated Equity LLC (latest filing Feb 6, 2013) · No amendment in the last 12 months on an offering that may still be open — MFS Global Equity LLC (latest filing Feb 6, 2013) · No amendment in the last 12 months on an offering that may still be open — MFS International Research Equity LLC (latest filing Feb 6, 2013) · and 10 more

What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.

Sources
Note · Feb 27, 2019 – Feb 5, 2026

Same name, different state: "Robert Manning" (NY or TX or FL) is a separate record

This page covers filings where the address state is MA. A separate record, "Robert Manning" with address state NY or TX or FL, is listed on 11 filings — most recently by XTIUM HOLDINGS, INC. (Sep 11, 2026). Both records have filings in the same period (Feb 27, 2019 to Jan 25, 2021).

What this means Two records with one name were active at the same time. That can be one person listing different company addresses, or two different people. We keep them apart until a filing ties them together. Check both pages before you decide.

Sources
Note · Aug 31, 2016

Same name, different state: "Robert Manning" (VA) is a separate record

This page covers filings where the address state is MA. A separate record, "Robert Manning" with address state VA, is listed on 1 filing — most recently by Catholic School Properties, LLC (Aug 31, 2016). Both records have filings in the same period (Aug 31, 2016).

What this means Two records with one name were active at the same time. That can be one person listing different company addresses, or two different people. We keep them apart until a filing ties them together. Check both pages before you decide.

Sources
Note · Feb 11, 2014

Same name, different state: "Robert Manning" (CA) is a separate record

This page covers filings where the address state is MA. A separate record, "Robert Manning" with address state CA, is listed on 1 filing — most recently by Wine.com Inc (Feb 11, 2014). Both records have filings in the same period (Feb 11, 2014).

What this means Two records with one name were active at the same time. That can be one person listing different company addresses, or two different people. We keep them apart until a filing ties them together. Check both pages before you decide.

Sources
Note · Feb 9, 2012 – Mar 17, 2017

Reported net asset value range changed between filings — MFS Emerging Markets Equity LLC

"Decline to Disclose" (Feb 9, 2012); then "No Aggregate Net Asset Value" (Mar 17, 2017).

What this means This is the size band the issuer picks for itself on the form. A change can mean the business grew or shrank — or that it chose not to say. Ask for current numbers.

Sources
Note · Feb 11, 2011 – Feb 9, 2012

Minimum investment changed between filings — MFS International Growth LLC

The Feb 11, 2011 filing lists a minimum of $0; the Feb 9, 2012 Form D/A lists $3,000,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Sources
Note · Feb 11, 2011 – Feb 9, 2012

Minimum investment changed between filings — MFS Emerging Markets Debt LLC

The Feb 11, 2011 filing lists a minimum of $0; the Feb 9, 2012 Form D/A lists $3,000,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. As of Oct 24, 2026.

5. Money to insiders

0 of 30 offerings report sales commissions; 0 report finder's fees; 0 report proceeds to related persons.

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Jan 25, 2021 D/A
MFS INSTITUTIONAL MONEY MARKET PORTFOLIO, A SERIES OF THE MFS SERIES TRUST XIV
File 021-331252
$0$0$0None listed on this filingEDGAR ↗
Jan 24, 2018 D/A
MFS INSTITUTIONAL MONEY MARKET PORTFOLIO, A SERIES OF THE MFS SERIES TRUST XIV
File 021-211409
$0$0$0None listed on this filingEDGAR ↗
Feb 3, 2014 D
MFS Emerging Markets Debt LLC
File 021-211152
$0$0$0None listed on this filingEDGAR ↗
Feb 3, 2014 D
MFS International Growth LLC
File 021-211154
$0$0$0None listed on this filingEDGAR ↗
Feb 3, 2014 D
MFS International Research Equity LLC
File 021-211155
$0$0$0None listed on this filingEDGAR ↗
Feb 3, 2014 D
MFS Global Equity LLC
File 021-211156
$0$0$0None listed on this filingEDGAR ↗
Feb 3, 2014 D
MFS International Concentrated Equity LLC
File 021-211158
$0$0$0None listed on this filingEDGAR ↗
Jan 31, 2014 D
MFS Emerging Markets Equity LLC
File 021-211051
$0$0$0None listed on this filingEDGAR ↗
Feb 6, 2013 D
MFS International Growth LLC
File 021-191425
$0$0$0None listed on this filingEDGAR ↗
Feb 6, 2013 D
MFS Emerging Markets Equity LLC
File 021-191427
$0$0$0None listed on this filingEDGAR ↗
Feb 6, 2013 D
MFS Emerging Markets Debt LLC
File 021-191429
$0$0$0None listed on this filingEDGAR ↗
Feb 6, 2013 D
MFS Emerging Markets Currency LLC
File 021-191430
$0$0$0None listed on this filingEDGAR ↗
Feb 6, 2013 D
MFS International Research Equity LLC
File 021-191431
$0$0$0None listed on this filingEDGAR ↗
Feb 6, 2013 D
MFS Global Equity LLC
File 021-191432
$0$0$0None listed on this filingEDGAR ↗
Feb 6, 2013 D
MFS International Concentrated Equity LLC
File 021-191433
$0$0$0None listed on this filingEDGAR ↗
Feb 6, 2013 D
MFS INSTITUTIONAL MONEY MARKET PORTFOLIO, A SERIES OF THE MFS SERIES TRUST XIV
File 021-191438
$0$0$0None listed on this filingEDGAR ↗
Apr 18, 2012 D
MFS International Concentrated Equity LLC
File 021-176908
$0$0$0MFS Fund Distributors Inc. BrokerCheck CRD 31052 ↗EDGAR ↗
Feb 9, 2012 D/A
MFS International Growth LLC
File 021-95683
$0$0$0None listed on this filingEDGAR ↗
Feb 9, 2012 D/A
MFS Emerging Markets Debt LLC
File 021-66483
$0$0$0None listed on this filingEDGAR ↗
Feb 9, 2012 D
MFS Emerging Markets Equity LLC
File 021-173166
$0$0$0None listed on this filingEDGAR ↗
Feb 9, 2012 D
MFS Emerging Markets Currency LLC
File 021-173170
$0$0$0None listed on this filingEDGAR ↗
Feb 9, 2012 D
MFS International Research Equity LLC
File 021-173171
$0$0$0None listed on this filingEDGAR ↗
Feb 9, 2012 D
MFS Global Equity LLC
File 021-173172
$0$0$0None listed on this filingEDGAR ↗
Feb 8, 2012 D
MFS INSTITUTIONAL MONEY MARKET PORTFOLIO, A SERIES OF THE MFS SERIES TRUST XIV
File 021-173086
$0$0$0None listed on this filingEDGAR ↗
Oct 31, 2011 D
MFS Global Equity LLC
File 021-168018
$0$0$0MFS Fund Distributors Inc. BrokerCheck CRD 31052 ↗EDGAR ↗
Aug 30, 2011 D
MFS International Research Equity LLC
File 021-165153
$0$0$0MFS Fund Distributors, Inc. BrokerCheck CRD 31052 ↗EDGAR ↗
Feb 11, 2011 D/A
MFS INSTITUTIONAL MONEY MARKET PORTFOLIO, A SERIES OF THE MFS SERIES TRUST XIV
File 021-127847
$0$0$0None listed on this filingEDGAR ↗
Feb 11, 2011 D/A
MFS Emerging Markets Currency LLC
File 021-145774
$0$0$0MFS Fund Distributors, Inc. BrokerCheck CRD 31052 ↗EDGAR ↗
Feb 11, 2011 D/A
MFS Emerging Markets Equity LLC
File 021-155197
$0$0$0MFS Fund Distributors, Inc. BrokerCheck CRD 31052 ↗EDGAR ↗
Mar 1, 2010 D
MFS Emerging Markets Equity LLC
File 021-95682
$0$0$0MFS Fund Distributors Inc. BrokerCheck CRD 31052 ↗EDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across every filing this person is listed on (latest filing per offering, per issuer).

Deals 8

Every issuer that named Robert J. Manning on a Form D, newest first. A Form D is the notice a company files after it starts selling a private investment.

Pooled Investment Fund · group: Mfs

MFS INSTITUTIONAL MONEY MARKET PORTFOLIO, A SERIES OF THE MFS SERIES TRUST XIV

Boston, MA · Mar 13, 2009 → Jan 25, 2021 · 14 filings
  • Jan 25, 2021 · D/A · $8,140,590,801 sold of Indefinite · 128 investors · min. No minimum reported · role: Director (Interested Trustee) EDGAR ↗
  • Jan 24, 2020 · D/A · $5,628,117,223 sold of Indefinite · 106 investors · min. No minimum reported · role: Director (Interested Trustee) EDGAR ↗
  • Jan 24, 2019 · D · $3,756,700,577 sold of Indefinite · 109 investors · min. No minimum reported · role: Director (Interested Trustee) EDGAR ↗
  • Jan 24, 2018 · D/A · $5,864,011,160 sold of Indefinite · 132 investors · min. No minimum reported · role: Director (Interested Trustee) EDGAR ↗
  • Jan 26, 2017 · D/A · $5,209,600,859 sold of Indefinite · 131 investors · min. No minimum reported · role: Director (Interested Trustee) EDGAR ↗
  • Jan 28, 2016 · D/A · $4,387,278,866 sold of Indefinite · 110 investors · min. No minimum reported · role: Director (Interested Trustee) EDGAR ↗
  • Jan 30, 2015 · D/A · $5,669,811,346 sold of Indefinite · 108 investors · min. No minimum reported · role: Director (Interested Trustee) EDGAR ↗
  • May 29, 2014 · D/A · $0 sold of Indefinite · 111 investors · min. No minimum reported · role: Director (Interested Trustee) EDGAR ↗
  • Feb 6, 2014 · D · $0 sold of Indefinite · 111 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Feb 6, 2013 · D · $0 sold of Indefinite · 111 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Feb 8, 2012 · D · $0 sold of Indefinite · 89 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Feb 11, 2011 · D/A · $0 sold of Indefinite · 112 investors · min. No minimum reported · role: Director EDGAR ↗
  • Mar 1, 2010 · D/A · $0 sold of Indefinite · 112 investors · min. No minimum reported · role: Director EDGAR ↗
  • Mar 13, 2009 · D · $0 sold of Indefinite · 112 investors · min. No minimum reported · role: Director EDGAR ↗

Raised $8.61B from 132 investors as of the latest filing. Robert is listed as director, executive officer on 14 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Mfs

MFS International Concentrated Equity LLC

Boston, MA · Apr 18, 2012 → Feb 3, 2014 · 3 filings
  • Feb 3, 2014 · D · $99,295,315 sold of Indefinite · 8 investors · min. No minimum reported · role: Director (Director of the managing member of the issuer) EDGAR ↗
  • Feb 6, 2013 · D · $60,716,399 sold of Indefinite · 3 investors · min. No minimum reported · role: Director (Director of the managing member of the issuer) EDGAR ↗
  • Apr 18, 2012 · D · $100 sold of Indefinite · 1 investors · min. No minimum reported · role: Director (Director of the managing member of the issuer) EDGAR ↗

Raised $965.1M from 9 investors as of the latest filing. Robert is listed as director on 3 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

Pooled Investment Fund · group: Mfs

MFS Global Equity LLC

Boston, MA · Oct 31, 2011 → Feb 3, 2014 · 4 filings
  • Feb 3, 2014 · D · $70,555,599 sold of Indefinite · 2 investors · min. $3,000,000 · role: Director (Director of the managing member of the issuer) EDGAR ↗
  • Feb 6, 2013 · D · $55,015,477 sold of Indefinite · 2 investors · min. $3,000,000 · role: Director (Director of the managing member of the issuer) EDGAR ↗
  • Feb 9, 2012 · D · $100 sold of Indefinite · 1 investors · min. $3,000,000 · role: Director (Director of the managing member of the issuer) EDGAR ↗
  • Oct 31, 2011 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Director of the managing member of the issuer) EDGAR ↗

Raised $103.8M from 3 investors as of the latest filing. Robert is listed as director on 4 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

Pooled Investment Fund · group: Mfs

MFS International Research Equity LLC

Boston, MA · Aug 30, 2011 → Feb 3, 2014 · 4 filings
  • Feb 3, 2014 · D · $32,863,434 sold of Indefinite · 3 investors · min. $3,000,000 · role: Director (Director of the Managing Member of the issuer) EDGAR ↗
  • Feb 6, 2013 · D · $29,109,854 sold of Indefinite · 2 investors · min. $3,000,000 · role: Director (Director of the Managing Member of the issuer) EDGAR ↗
  • Feb 9, 2012 · D · $24,019,821 sold of Indefinite · 4 investors · min. $3,000,000 · role: Director (Director of the Managing Member of the issuer) EDGAR ↗
  • Aug 30, 2011 · D · $19,000,000 sold of Indefinite · 3 investors · min. No minimum reported · role: Director (Director of the Managing Member of the issuer) EDGAR ↗

Raised $48M from 4 investors as of the latest filing. Robert is listed as director on 4 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

Pooled Investment Fund · group: Mfs

MFS International Growth LLC

Boston, MA · Mar 12, 2009 → Feb 3, 2014 · 6 filings
  • Feb 3, 2014 · D · $550,116,852 sold of Indefinite · 29 investors · min. $3,000,000 · role: Director (Director of the managing member of the issuer.) EDGAR ↗
  • Feb 6, 2013 · D · $452,723,358 sold of Indefinite · 25 investors · min. $3,000,000 · role: Director (Director of the managing member of the issuer.) EDGAR ↗
  • Feb 9, 2012 · D/A · $276,443,544 sold of Indefinite · 18 investors · min. $3,000,000 · role: Director (Director of the managing member of the issuer.) EDGAR ↗
  • Feb 11, 2011 · D/A · $190,000,000 sold of Indefinite · 12 investors · min. No minimum reported · role: Director (Director of the managing member of the issuer.) EDGAR ↗
  • Mar 1, 2010 · D · $140,000 sold of Indefinite · 11 investors · min. No minimum reported · role: Director (Director of the managing member of the issuer.) EDGAR ↗
  • Mar 12, 2009 · D · $100,000 sold of Indefinite · 11 investors · min. No minimum reported · role: Director (Director of the managing member of the issuer.) EDGAR ↗

Raised $567.7M from 29 investors as of the latest filing. Robert is listed as director on 6 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

Pooled Investment Fund · group: Mfs

MFS Emerging Markets Debt LLC

Boston, MA · Mar 12, 2009 → Feb 3, 2014 · 6 filings
  • Feb 3, 2014 · D · $17,559,642 sold of Indefinite · 2 investors · min. $3,000,000 · role: Director (Director of the managing member of the issuer) EDGAR ↗
  • Feb 6, 2013 · D · $18,481,560 sold of Indefinite · 2 investors · min. $3,000,000 · role: Director (Director of the managing member of the issuer) EDGAR ↗
  • Feb 9, 2012 · D/A · $15,785,356 sold of Indefinite · 2 investors · min. $3,000,000 · role: Director (Director of the managing member of the issuer) EDGAR ↗
  • Feb 11, 2011 · D/A · $15,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Director (Director of the managing member of the issuer) EDGAR ↗
  • Mar 1, 2010 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Director of the managing member of the issuer) EDGAR ↗
  • Mar 12, 2009 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Director of the managing member of the issuer) EDGAR ↗

Raised $29.4M from 3 investors as of the latest filing. Robert is listed as director on 6 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

Pooled Investment Fund · group: Mfs

MFS Emerging Markets Equity LLC

Boston, MA · Mar 12, 2009 → Jan 31, 2014 · 7 filings
  • Jan 31, 2014 · D · $100 sold of Indefinite · 1 investors · min. $3,000,000 · role: Director (Director of the managing member of the issuer) EDGAR ↗
  • Feb 6, 2013 · D · $100 sold of Indefinite · 1 investors · min. $3,000,000 · role: Director (Director of the managing member of the issuer) EDGAR ↗
  • Feb 9, 2012 · D · $100 sold of Indefinite · 1 investors · min. $3,000,000 · role: Director (Director of the managing member of the issuer) EDGAR ↗
  • Feb 11, 2011 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Director of the managing member of the issuer) EDGAR ↗
  • Feb 11, 2011 · D · $15,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Director (Director of the managing member of the issuer) EDGAR ↗
  • Mar 1, 2010 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Director of the managing member of the issuer) EDGAR ↗
  • Mar 12, 2009 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (Director of the managing member of the issuer) EDGAR ↗

Raised $15M from 1 investor as of the latest filing. Robert is listed as director on 7 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

Pooled Investment Fund · group: Mfs

MFS Emerging Markets Currency LLC

Boston, MA · Aug 2, 2010 → Feb 6, 2013 · 4 filings
  • Feb 6, 2013 · D · $100 sold of Indefinite · 1 investors · min. $3,000,000 · role: Director (director of the managing member of the issuer) EDGAR ↗
  • Feb 9, 2012 · D · $100 sold of Indefinite · 1 investors · min. $3,000,000 · role: Director (director of the managing member of the issuer) EDGAR ↗
  • Feb 11, 2011 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (director of the managing member of the issuer) EDGAR ↗
  • Aug 2, 2010 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Director (director of the managing member of the issuer) EDGAR ↗

Raised $100 from 1 investor as of the latest filing. Robert is listed as director on 4 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

Other pages with the same name (5)

Separate person records under the same name, not combined with this page. Each line says whether it shares an issuer with this record.

  • Robert Manning — NY, TX, FL, 3 issuers, Feb 27, 2019 → Feb 5, 2026 · no shared issuer
  • Robert Manning — MA, 3 issuers, Jul 29, 2009 → Jul 21, 2015 · no shared issuer
  • Robert M Manning — CT, 1 issuer, Feb 8, 2012 → Jun 11, 2012 · no shared issuer
  • Robert Manning — CA, 1 issuer, Feb 11, 2014 → Feb 11, 2014 · no shared issuer
  • Robert Manning — VA, 1 issuer, Aug 31, 2016 → Aug 31, 2016 · no shared issuer

People around Robert 34

Officers, directors, promoters and management entities named on the same filings, as of Oct 23, 2026, 5:45 PM ET.

Management entity

MFS Institutional Advisors,

Promoter, Executive Officer, Director · 34 shared filings (7 issuers) · also on 4 other issuers

MFS Institutional Advisors, is on 11 issuers in total — a repeat sponsor. Their page lists every one.

CG
No photo found yet (own website and image search run after this page is viewed)
Person

Carol Geremia

Executive Officer, Director · 34 shared filings (7 issuers) · also on 4 other issuers

Carol Geremia is on 11 issuers in total — a repeat sponsor. Their page lists every one.

JK
No photo found yet (own website and image search run after this page is viewed)
Person

John P. Kavanaugh

Director · 14 shared filings (1 issuer)

Listed on the same filings as Robert J. Manning. Their page shows their other deals.

LT
No photo found yet (own website and image search run after this page is viewed)
Person

Laurie J. Thomsen

Director · 14 shared filings (1 issuer)

Listed on the same filings as Robert J. Manning. Their page shows their other deals.

MH
No photo found yet (own website and image search run after this page is viewed)
Person

Michael Hegarty

Director · 12 shared filings (1 issuer)

Listed on the same filings as Robert J. Manning. Their page shows their other deals.

MB
No photo found yet (own website and image search run after this page is viewed)
Person

Martin E. Beaulieu

Director · 12 shared filings (6 issuers)

Martin E. Beaulieu is on 6 issuers in total — a repeat sponsor. Their page lists every one.

DD
No photo found yet (own website and image search run after this page is viewed)
Person

David L. DiLorenzo

Executive Officer · 11 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as Robert J. Manning. Their page shows their other deals.

DG
No photo found yet (own website and image search run after this page is viewed)
Person

David H. Gunning

Director · 10 shared filings (1 issuer)

Listed on the same filings as Robert J. Manning. Their page shows their other deals.

RU
No photo found yet (own website and image search run after this page is viewed)
Person

Robert W. Uek

Director · 9 shared filings (1 issuer)

Listed on the same filings as Robert J. Manning. Their page shows their other deals.

RB
No photo found yet (own website and image search run after this page is viewed)
Person

Robert E. Butler

Director · 9 shared filings (1 issuer)

Listed on the same filings as Robert J. Manning. Their page shows their other deals.

WG
No photo found yet (own website and image search run after this page is viewed)
Person

William R. Gutow

Director · 9 shared filings (1 issuer)

Listed on the same filings as Robert J. Manning. Their page shows their other deals.

RS
No photo found yet (own website and image search run after this page is viewed)
Person

Robin A. Stelmach

Director, Executive Officer · 8 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as Robert J. Manning. Their page shows their other deals.

SB
No photo found yet (own website and image search run after this page is viewed)
Person

Steven E. Buller

Director · 8 shared filings (1 issuer)

Listed on the same filings as Robert J. Manning. Their page shows their other deals.

MR
No photo found yet (own website and image search run after this page is viewed)
Person

Maryanne L. Roepke

Director · 8 shared filings (1 issuer)

Listed on the same filings as Robert J. Manning. Their page shows their other deals.

JC
No photo found yet (own website and image search run after this page is viewed)
Person

John C. Corcoran

Executive Officer · 8 shared filings (1 issuer)

Listed on the same filings as Robert J. Manning. Their page shows their other deals.

MG
No photo found yet (own website and image search run after this page is viewed)
Person

Maureen F. Goldfarb

Director · 8 shared filings (1 issuer)

Listed on the same filings as Robert J. Manning. Their page shows their other deals.

MG
No photo found yet (own website and image search run after this page is viewed)
Person

Maureen R. Goldfarb

Director · 6 shared filings (1 issuer)

Listed on the same filings as Robert J. Manning. Their page shows their other deals.

MP
No photo found yet (own website and image search run after this page is viewed)
Person

Mark Polebaum

Executive Officer · 6 shared filings (1 issuer)

Listed on the same filings as Robert J. Manning. Their page shows their other deals.

JS
No photo found yet (own website and image search run after this page is viewed)
Person

J. Dale Sherratt

Director · 5 shared filings (1 issuer)

Listed on the same filings as Robert J. Manning. Their page shows their other deals.

JY
No photo found yet (own website and image search run after this page is viewed)
Person

James O. Yost

Executive Officer · 5 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as Robert J. Manning. Their page shows their other deals.

HH
No photo found yet (own website and image search run after this page is viewed)
Person

Heidi W. Hardin

Executive Officer · 4 shared filings (1 issuer) · also on 9 other issuers

Heidi W. Hardin is on 10 issuers in total — a repeat sponsor. Their page lists every one.

JC
No photo found yet (own website and image search run after this page is viewed)
Person

John A. Caroselli

Director · 4 shared filings (1 issuer)

Listed on the same filings as Robert J. Manning. Their page shows their other deals.

CO
No photo found yet (own website and image search run after this page is viewed)
Person

Clarence Otis, Jr.

Director · 4 shared filings (1 issuer)

Listed on the same filings as Robert J. Manning. Their page shows their other deals.

RP
No photo found yet (own website and image search run after this page is viewed)
Person

Robert C. Pozen

Director · 3 shared filings (1 issuer)

Listed on the same filings as Robert J. Manning. Their page shows their other deals.

MW
No photo found yet (own website and image search run after this page is viewed)
Person

Martin J. Wolin

Executive Officer · 3 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as Robert J. Manning. Their page shows their other deals.

JK
No photo found yet (own website and image search run after this page is viewed)
Person

James W. Kilman, Jr.

Director · 3 shared filings (1 issuer)

Listed on the same filings as Robert J. Manning. Their page shows their other deals.

PJ
No photo found yet (own website and image search run after this page is viewed)
Person

Peter D. Jones

Director · 3 shared filings (1 issuer)

Listed on the same filings as Robert J. Manning. Their page shows their other deals.

MD
No photo found yet (own website and image search run after this page is viewed)
Person

Maria Dwyer

Executive Officer · 3 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as Robert J. Manning. Their page shows their other deals.

MP
No photo found yet (own website and image search run after this page is viewed)
Person

Mark N Polebaum

Executive Officer · 2 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as Robert J. Manning. Their page shows their other deals.

MB
No photo found yet (own website and image search run after this page is viewed)
Person

Matin E. Beaulieu

Director · 2 shared filings (1 issuer)

Listed on the same filings as Robert J. Manning. Their page shows their other deals.

LC
No photo found yet (own website and image search run after this page is viewed)
Person

Lawrence Cohn

Director · 2 shared filings (1 issuer)

Listed on the same filings as Robert J. Manning. Their page shows their other deals.

MP
No photo found yet (own website and image search run after this page is viewed)
Person

Mark L. Polebaum

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as Robert J. Manning. Their page shows their other deals.

JI
No photo found yet (own website and image search run after this page is viewed)
Person

J. Atwood Ives

Director · 1 shared filing (1 issuer)

Listed on the same filings as Robert J. Manning. Their page shows their other deals.

MR
No photo found yet (own website and image search run after this page is viewed)
Person

Michael W. Roberge

Director · 1 shared filing (1 issuer) · also on 11 other issuers

Michael W. Roberge is on 12 issuers in total — a repeat sponsor. Their page lists every one.

The team behind the deals

Sponsor group

Mfs

13 issuers · 161 filings · $7.7B reported sold · 2009–2026

One team, 13 deal companies. Robert J. Manning is listed on 8 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Robert J. Manning.

Same business address

13 other issuers file from the same address

A shared address can mean the same team, a shared office building or a registered agent. It is a lead, not a conclusion.

Registrations and other filings

Adviser registration (Form ADV)

A person is never an adviser firm. 7 of the 8 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): MFS International Growth LLC, MFS International Concentrated Equity LLC, MFS International Research Equity LLC, MFS Global Equity LLC, MFS Emerging Markets Debt LLC, MFS Emerging Markets Equity LLC, MFS Emerging Markets Currency LLC.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Property records none — individuals are not matched

Property records are matched to companies only, never to individuals, so none are matched to Robert J. Manning by design. Searched property records in Hillsborough County FL (Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026 + FL DOR 2026 ownership roll), Miami-Dade County FL (FL DOR 2026 ownership roll), Harris County TX (HCAD 2026 ownership roll), Dallas County TX (DCAD 2026 ownership roll), New York City ACRIS documents and PLUTO ownership rows already retrieved for other issuers, Cook County IL sale and ownership rows already retrieved for other issuers (814,874 records as of Oct 23, 2026, 8:59 PM ET) for the 8 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Robert J. Manning is listed on: none on file. No website or social profile named in MFS International Research Equity LLC's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #80,533 of 374,652 in line (14 issuers searched so far). One-tap searches: Look further ↓

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (Boston, MA). Each opens in a new tab; what you find there is not verified by PartnerFacts.

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