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SLC MANAGEMENT
Legal name: SUN LIFE CAPITAL MANAGEMENT (U.S.) LLC
CRD 109684File 801-39938
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$76.41B
Top 10% of cohort (national)
Discretionary AUM
$66.43B
Non-discretionary $9.98B
Clients
276
690 accounts
Employees
207
Top 10% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Oct 28, 1991
- Principal office
- 96 WORCESTER STREET, WELLESLEY HILLS, MA, 02481-5699
- Phone
- 781-446-1903
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $76.41B
- Discretionary AUM
- $66.43B
- Non-discretionary AUM
- $9.98B
- Discretionary accounts
- 631
- Non-discretionary accounts
- 59
- Total accounts
- 690
- AUM per client
- $276.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 3 | $503.7M |
| Insurance companies | 127 | $57.33B |
| Investment companies | 5 | $2.53B |
| Charitable organizations | 5 | $84.2M |
| Other investment advisers | 3 | $3.47B |
| High net worth individuals | 2 | $4.8M |
| Pooled investment vehicles | 5 | $1.24B |
| Pension and profit sharing plans | 110 | $5.97B |
| State or municipal government entities | 16 | $4.80B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — COST, COST PLUS PERCENTAGE
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 280 | 276 | decreased by4 |
| Apr 1, 2026 | Employees | 225 | 207 | decreased by18 |
| Apr 1, 2026 | Clients | 267 | 280 | increased by13 |
| Apr 1, 2026 | AUM | $69,137,218,933 | $76,410,239,323 | increased by$7,273,020,390 |
| Apr 1, 2026 | Accounts | 836 | 690 | decreased by146 |
| Dec 1, 2025 vs May 1, 2025 | Disclosures | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Employees | 173 | 225 | increased by52 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 268 | 267 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $73,950,884,851 | $69,137,218,933 | decreased by$4,813,665,918 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 655 | 836 | increased by181 |
| Apr 1, 2022 | Employees | 165 | 173 | increased by8 |
| Apr 1, 2022 | Clients | 250 | 268 | increased by18 |
| Apr 1, 2022 | AUM | $70,432,456,339 | $73,950,884,851 | increased by$3,518,428,512 |
| Apr 1, 2022 | Accounts | 616 | 655 | increased by39 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SLC MANAGEMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SLC MANAGEMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.