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SLC MANAGEMENT
SUN LIFE CAPITAL MANAGEMENT (U.S.) LLC
CRD 109684 · SEC 801-39938
96 WORCESTER STREET, WELLESLEY HILLS, MA, 02481-5699, United States
Phone
781-446-1903
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$76.41B
Discretionary AUM
$66.43B
Team
207 total employees; 108 advisory reps; 2 broker-dealer reps
Clients
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Fees
Percentage of AUM; Fixed fees; COST, COST PLUS PERCENTAGE
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersMORTGAGE AND REAL ESTATE ADVISORY AND ADMINISTRATIVE SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 2 | $4.8M |
| Investment companies | 5 | $2.53B |
| Pooled investment vehicles | 5 | $1.24B |
| Pension/profit sharing plans | 110 | $5.97B |
| Charitable organizations | 5 | $84.2M |
| State/municipal entities | 16 | $4.80B |
| Other investment advisers | 3 | $3.47B |
| Insurance companies | 127 | $57.33B |
| Corporations/business entities | 3 | $503.7M |
States served
CA, LA, MA, NY, WA, CT
All web addresses on file
Official SEC filing: View on IAPD