SLC MANAGEMENT
Latest filing: Mar 28, 2024 (387 days ago)
AUM
$69,470,041,414
0% change vs. 1 year ago
-6% change vs. 3 years ago
2% change vs. 5 years ago
94% change vs. 10 years ago
Employee Count
220
0% change vs. 1 year ago
27% change vs. 3 years ago
41% change vs. 5 years ago
168% change vs. 10 years ago
Main Office
WELLESLEY HILLS, MA
96 WORCESTER STREET, WELLESLEY HILLS, MA, UNITED STATES, 02481-5699
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $60.6 |
| Non-Discretionary | $8.8 |
| Total | $69.5 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $3.2 |
| Institutional | $66.3 |
| Total | $69.5 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 3 | $0.0 |
| Average HNW AUM | $5,459,852 | |
| Retail Total | 3 | $0.0 |
| Average Retail AUM | $5,459,852 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CITIBANK, N.A. | NEW YORK-NY-USA | $29.4 |
| THE BANK OF NEW YORK MELLON CORPORATION | NEW YORK-NY-USA | $8.0 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $66.3 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $66.3 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 1% | $0.7 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 16% | $10.6 |
| Municipal | 8% | $5.3 |
| Sovereign | 0% | $0.0 |
| IG Credit | 40% | $26.5 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 1% | $0.7 |
| Other Pools | 0% | $0.0 |
| Cash | 3% | $2.0 |
| Other | 29% | $19.2 |
| Total | 98% | $64.9 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| MASSACHUSETTS FINANCIAL SERVICES COMPANY | $454.3 | 110045 | |
| MFS INSTITUTIONAL ADVISORS INC. | $128.5 | 107144 | |
| CRESCENT CAPITAL GROUP LP | $42.6 | 153966 | |
| BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP | $24.7 | 111470 | |
| BGO US REAL ESTATE LP | $16.1 | 157034 | |
| ADVISORS ASSET MANAGEMENT, INC. | $3.9 | broker-dealer | 46727 |
| BENTALLGREENOAK STRATEGIC CAPITAL PARTNERS LLC | $3.5 | 137813 | |
| CRESCENT CAP ADVISORS, LLC | $1.8 | 175430 | |
| INFRARED CAPITAL PARTNERS (US) LLC | $1.8 | 310401 | |
| SLGI ASSET MANAGEMENT INC. | $0.0 | broker-dealer | - |
| BENTALLGREENOAK REAL ESTATE US LLC | $0.0 | broker-dealer | 157909 |
| SUN LIFE FINANCIAL (U.S.) REINSURANCE COMPANY | $0.0 | - | |
| UDC OHIO, INC. | $0.0 | - | |
| GO EQUITY GP LLC | $0.0 | - | |
| DENTICARE OF ALABAMA, INC. | $0.0 | - | |
| UDC DENTAL CALIFORNIA, INC. | $0.0 | - | |
| SUN LIFE ASSURANCE COMPANY OF CANADA (U.K.) LIMITED | $0.0 | - | |
| UNITED DENTAL CARE OF MISSOURI, INC. | $0.0 | - | |
| SLC MANAGEMENT U.S. PRIVATE CREDIT GP, LLC | $0.0 | - | |
| BENTALLGREENOAK (CANADA) LIMITED PARTNERSHIP | $0.0 | - | |
| SUN LIFE CAPITAL MANAGEMENT (CANADA) INC. | $0.0 | broker-dealer | - |
| SUN LIFE FINANCIAL (U.S.) REINSURANCE COMPANY II | $0.0 | - | |
| SUN LIFE FINANCIAL (BERMUDA) REINSURANCE LTD. | $0.0 | - | |
| SUN LIFE AND HEALTH INSURANCE COMPANY (U.S.) | $0.0 | - | |
| SLC MANAGEMENT MAC GP LLC | $0.0 | - | |
| UNITED DENTAL CARE OF COLORADO, INC. | $0.0 | - | |
| SUN LIFE HONG KONG LIMITED | $0.0 | - | |
| UNITED DENTAL CARE OF NEW MEXICO, INC. | $0.0 | - | |
| SUN LIFE ASSURANCE COMPANY OF CANADA | $0.0 | - | |
| UNITED DENTAL CARE OF ARIZONA, INC. | $0.0 | - | |
| UNITED DENTAL CARE OF TEXAS, INC. | $0.0 | - | |
| SUN LIFE INSTITUTIONAL DISTRIBUTORS (U.S.) LLC | $0.0 | broker-dealer | 170062 |
| INDEPENDENCE LIFE AND ANNUITY COMPANY | $0.0 | - | |
| SLCAL, INC. | $0.0 | - | |
| UNION SECURITY DENTALCARE OF GEORGIA, INC. | $0.0 | - | |
| SUN LIFE FINANCIAL TRUST INC. | $0.0 | trust company | - |
| UNION SECURITY DENTALCARE OF NEW JERSEY, INC. | $0.0 | - | |
| PROFESSIONAL INSURANCE COMPANY | $0.0 | - | |
| INFRARED CAPITAL PARTNERS LIMITED | $0.0 | 161187 | |
| UNITED DENTAL CARE OF UTAH, INC. | $0.0 | - | |
| SLC MANAGEMENT TIPS PARTNERS MANAGEMENT, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
16 active
| Name | Title |
|---|---|
| BROWN, RANDOLPH, BRILL | CIO, SUN LIFE, MANAGER, BOARD OF MANAGERS |
| KALLAS, COLLEEN, LOUISE | SECRETARY |
| VAN DEN HOOGEN, MARLENE, FRANCES | SVP, CHIEF FINANCIAL OFFICER, TREASURER |
| PEACHER, STEPHEN, C | PRESIDENT AND MANAGER, BOARD OF MANAGERS |
| ROMAIN, PATRICK, RICHARD | MANAGER, BOARD OF MANAGERS |
| DEANGELO, AMY, ELIZABETH | MANAGER, BOARD OF MANAGERS |
| HANLON, JOSEPH, A (MI ONLY) | CHIEF COMPLIANCE OFFICER |
| SHAW, CANDACE, GAIL | CHIEF OPERATING OFFICER |
| CALLON, PATRICIA | CHAIR AND MANAGER, BOARD OF MANAGERS |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-03-06 | $69.5 | $0.0 | 0% | 220 | 0 | 0% |
| 2024-04-02 | $69.5 | $0.0 | 0% | 220 | 0 | 0% |
| 2023-04-04 | $67.0 | $2.5 | 4% | 193 | 27 | 14% |
| 2022-04-01 | $74.0 | -$4.5 | -6% | 173 | 47 | 27% |
| 2021-04-05 | $70.4 | -$1.0 | -1% | 165 | 55 | 33% |
| 2020-04-01 | $68.3 | $1.2 | 2% | 156 | 64 | 41% |
| 2019-04-01 | $35.5 | $34.0 | 96% | 79 | 141 | 178% |
| 2018-04-02 | $36.6 | $32.9 | 90% | 78 | 142 | 182% |
| 2017-04-01 | $35.2 | $34.2 | 97% | 71 | 149 | 210% |
| 2016-04-01 | $33.1 | $36.4 | 110% | 78 | 142 | 182% |
| 2015-04-01 | $35.9 | $33.6 | 94% | 82 | 138 | 168% |
| 2014-04-01 | $32.2 | $37.3 | 116% | 69 | 151 | 219% |
| 2013-04-01 | $47.7 | $21.8 | 46% | 83 | 137 | 165% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| MA, CA-01/02/2020, CT-01/02/2020, LA-01/02/2020, MA-01/02/2020, NY-01/02/2020, WA-01/02/2020 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION |
| OTHER ACTIVITIES |
|
REP BROKER DEALER COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV