Asset manager · Wellesley Hills, MA
SLC Management
Sun Life Capital Management (u.s.) LLC · SEC-registered investment adviser · CRD 109684 · SEC 801-39938
At a glance
SLC Management is an SEC-registered investment adviser based in Wellesley Hills, Massachusetts, with $76.4 billion in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is insurance companies, and it reports 2 individual clients. By Form ADV it is a asset manager, ranked 166th of 3,218 asset managers and 329th of 17,210 SEC-registered advisers by assets.
Main office 781-446-1903slcmanagement.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $76B
- Rank among asset managers
- #166 of 3,218
- Rank among all SEC RIAs
- #329 of 17,210
- Rank in Massachusetts
- #33 of 627
- Individual clients
- 2
- High-net-worth clients
- 2
- Accounts
- 690
- Discretionary
- 87% of AUM
- Employees
- 207
- Advisory staff
- 108
- Offices
- 5
Owners and executives on its Form ADV
- Randolph B. BrownCIO, Sun Life, Manager, Board of Managers
- Colleen L. KallasSecretary
- Marlene F. Van den HoogenSVP, Chief Financial Officer, Treasurer
- Stephen C. PeacherPresident and Manager, Board of Managers
- Amy E. DeangeloManager, Board of Managers
- Joseph A. HanlonChief Compliance Officer
- Jonathan M. RossManager, Board of Managers
- Sandra F. PerriManager, Board of Managers
Custody and brokerage
Broker-dealer
Hybrid RIA
SLC Management is a hybrid RIA: 19 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: Advisors Asset Management, Inc., Bentallgreenoak Real Estate US LLC, Slgi Asset Management Inc., Sun Life Capital Management (canada) Inc. and Sun Life Institutional Distributors (u.s.) LLC.
- Advisors Asset Management, Inc. ↗CRD 46727
- Bentallgreenoak Real Estate US LLC ↗CRD 157909
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, March 2026
- Slgi Asset Management Inc.
- Sun Life Capital Management (canada) Inc.
- Sun Life Institutional Distributors (u.s.) LLC ↗CRD 170062
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, February 2026
Its Form ADV brochure (filed March 2026) names Sun Life Institutional Distributors (u.s.) as the broker-dealer its advisers are registered with.
s Certain supervised persons of Adviser are also registered representatives of Sun Life Institutional Distributors (U.S.) LLC (“SLID”), Adviser’s affiliate broker-dealer, in order to sell interests in securities offered by Adviser or its a
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Insurance companies | 127 | $57B | 75% |
| Pension and profit sharing plans | 110 | $6.0B | 8% |
| State or municipal government entities | 16 | $4.8B | 6% |
| Other investment advisers | 3 | $3.5B | 5% |
| Investment companies | 5 | $2.5B | 3% |
| Pooled investment vehicles | 5 | $1.2B | 2% |
| Corporations or other businesses | 3 | $504M | <1% |
| Other | 4 | $475M | <1% |
| Charitable organizations | 5 | $84M | <1% |
| High-net-worth individuals | 2 | $5M | <1% |
Private funds
SLC Management reports 4 private funds with $981M in gross assets: other private funds (Form ADV Item 7.B).
Disciplinary disclosures
SLC Management reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗slcmanagement.com ↗
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The full record on SLC Management
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 265 peers of its type and size
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- Owners and executives, with titles and stakes
- 8 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does SLC Management manage?
SLC Management reports $76.4 billion in regulatory assets under management across 690 accounts, 87% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
What kind of firm is SLC Management?
SLC Management is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals. A public reporting company controls it.
Who are SLC Management’s clients?
By assets, its largest client types are insurance companies ($57.3 billion, 127 clients); pension and profit sharing plans ($6.0 billion, 110 clients); state or municipal government entities ($4.8 billion, 16 clients).
Does SLC Management manage private funds?
Yes. It reports 4 private funds with $981 million in gross assets, including other private funds.
Does SLC Management have any disciplinary history?
SLC Management reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is SLC Management’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →