Slc Management

Flat / fixed fees in Wellesley Hills, MA

SEC registeredNo commissions reported

Call (781) 446-1903 Send a message Map ↗

Public-record details

Address: 96 Worcester Street, Wellesley Hills, MA 02481
Phone: (781) 446-1903
Listed under: Flat / fixed fees, % of assets managed
Legal name: Sun Life Capital Management (U.S.) LLC
CRD number: 109684
Registration: SEC registered since 1991-10-28
Compensation (Form ADV 5.E): Percentage of assets under management; Fixed fees; Other (Cost, Cost Plus Percentage)
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Selection of other advisers
Regulatory assets under management: $76.4 billion
Accounts managed: 690
Clients reported (Form ADV 5.D): 280
Individual / high-net-worth clients: 0 / 2
Employees: 207
Other business activities (Form ADV 6.A): Also active as: registered representative of a broker-dealer
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-03-31

SEC registered investment adviser, CRD 109684, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 109684 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.