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Sun Life Capital Management (u.s.) LLC

● SEC registered since 1991CRD 109684SEC# 801-39938Wellesley Hills, MA
Export (members)
Ranks #70 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$69.14B
Fund GAV
$848M
Private funds
4
Employees
225
Accounts
836
Location
Wellesley Hills, MA

Sun Life Capital Management (u.s.) LLC assets under management

Sun Life Capital Management (u.s.) LLC is an SEC-registered investment adviser based in Wellesley Hills, MA. The firm has been registered since 1991. It reports $69.1 billion in regulatory assets under management and employs 225 people. Sun Life Capital Management (u.s.) LLC manages 4 private funds with combined gross assets of $848 million, including Slc Management U.S. Investment Grade Private Credit Fund, L.P. By regulatory assets, it ranks 70 of 5,911 private fund managers.

Sun Life Capital Management (u.s.) LLC private funds

4 funds · $848M GAV
FundTypeGross assetsMin.
Slc Management U.S. Investment Grade Private Credit Fund, L.P.Other Private$401.5M$10M
Slc Management U.S. Intermediate Investment Grade Private Credit Fund, L.P.Other Private$341.4M$10M
Slc Management Multi-Asset Credit Fund LPOther Private$105.1M$10M
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Sun Life Capital Management (u.s.) LLC owners & executives

15 reported
NameTitleOwnershipSince
Amy Elizabeth Deangelo ControlManager, Board Of ManagersUnder 5%2023
Colleen Louise Kallas ControlSecretaryUnder 5%2017
Jonathan Mark Davidson Ross ControlManager, Board Of ManagersUnder 5%2024
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Frequently asked questions

How much does Sun Life Capital Management (u.s.) LLC manage?

Sun Life Capital Management (u.s.) LLC reports $69.1 billion in regulatory assets under management on its Form ADV.

How many private funds does Sun Life Capital Management (u.s.) LLC manage?

Sun Life Capital Management (u.s.) LLC manages 4 private funds with combined gross assets of $848 million.

How many employees does Sun Life Capital Management (u.s.) LLC have?

Sun Life Capital Management (u.s.) LLC reports 225 employees.

Where is Sun Life Capital Management (u.s.) LLC located?

Sun Life Capital Management (u.s.) LLC is based in Wellesley Hills, MA and has been SEC-registered since 1991.

Does Sun Life Capital Management (u.s.) LLC disclose fund performance?

Sun Life Capital Management (u.s.) LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address96 Worcester Street, Wellesley Hills, MA 02481-5699
Phone781-446-1903
Office hours9:00 a.m. To 5:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$62.77B
Non-discretionary$6.36B
Total (RAUM)$69.14B

Service providers

Auditor
Custodian
Administrator