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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 Aug 17, 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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 280 | 276 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.