SourcingSourcing

SUN LIFE CAPITAL MANAGEMENT (U.S.) LLC

C22
CRD 109684·SEC 801-39938·WELLESLEY HILLS, MA
AUM
$76.41B
$1B+
Est. Revenue
$764.1M
@ 1% on AUM
Est. EBITDA
$229.2M
@ 30% margin
Est. Deal Value
$1.83B
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SUN LIFE CAPITAL MANAGEMENT (U.S.) LLC
CRD
109684
SEC file #
801-39938
EIN
000000000
DBA names
Slc Management

Economics

AUM
$76.41B
AUM band
$1B+
AUM trajectory
'20'26
$35.49B → $76.41B▲ +115%
Client mix
Insurance Companies127
Pension Profit Sharing Plans110
State Or Municipal Govt16
Investment Companies5
Pooled Investment Vehicles5

Operations

Employees (total)
207
Advisory staff (per ADV)
108
Advisory staff (5-yr trend)
'20'26
76 advisors → 108 advisors▲ +42%
Primary office
WELLESLEY HILLS MA
Branches
—

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMFixed feesOther Compensation

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
slcmanagement.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SUN LIFE INVESTMENT MANAGEMENT
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
9
Control Persons
SUN LIFE INVESTMENT MANAGEMENT
BROWN, RANDOLPH, BRILL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
SLCMANAGEMENT.COM
Rdap Domain Creation Date
2016-12-07T19:12:49Z
Rdap Firm Age Years
10
Rdap Firm Age Band
10-20y
Rdap Registrar
easyDNS Technologies Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
5
Form 5500 Total Compensation
453,483
Form 5500 Compensation Trajectory 3y
2025453,483
Form 5500 Plan Count Trajectory 3y
20255
Schedule C Total Compensation
453,483
Schedule C Service Provider Rows
5

SEC EDGAR

Edgar Cik
0001732051
Edgar Registered
Yes
Edgar Filing Count
6
Edgar First Filing Date
2018-02-23
Edgar Last Filing Date
2023-08-17
Edgar Form D Count
6
Edgar Form D Offerings
2023-08-172023-08-17 · 0001732051-23-000001
2022-08-222022-08-22 · 0001732051-22-000001
Edgar Former Names
Series 2 RLAM Core Fixed Income With Defensive Risk Premia

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
State Street18
E*trade4
Edgar Addresses
Mailing
500 5TH AVENUESUITE 250NEW YORK, NY 10110
Business
500 5TH AVENUESUITE 250NEW YORK, NY 10110
Edgar EIN
000000000
Edgar Recent Filings
D/A2023-08-17 · 0001732051-23-000001
D/A2022-08-22 · 0001732051-22-000001
Fee Schedule
Bracket Vi40
Bracket Xii31
Bracket Iii16
Bracket Iv6
Bracket Xi3
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-12-07T19:12:49Z
Rdap Domain Last Changed
2021-01-19T15:18:41Z
Rdap Nameservers
A1-225.akam.netA14-66.akam.netA5-67.akam.netA6-64.akam.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
Yes

People (9)

9
BROWN, RANDOLPH, BRILL
Executive Officer · 2.5%
1399450
DEANGELO, AMY, ELIZABETH
Executive Officer · 2.5%
4203407
HANLON, JOSEPH, A (MI ONLY)
Executive Officer · 2.5%
4863662
Kallas, Colleen, Louise
Executive Officer · 2.5%
6910605
PEACHER, STEPHEN, CLARKSON
Executive Officer · 2.5%
1567536
Perri, Sandra, Francesca
Executive Officer · 2.5%
8064604
Ross, Jonathan, Mark Davidson
Executive Officer · 2.5%
8063770
Van den Hoogen, Marlene, Frances
Executive Officer · 2.5%
7118002
Eric Lawrence Hopkins
IAR
4723776