Sun Life Capital Management US LLC

Search
⚲

Sun Life Capital Management US LLC ✚
CRD #	109684
SEC #	801-39938
CIK #	0001381133
AUM	76.41 B (2026-03-31)
Employees	207 (52% Investors, 9% Brokers)
Phone	781-446-1903
Address	96 Worcester Street Wellesley Hills, MA 02481-5699
Source	[IAPD] [EDGAR] [Website] [LinkedIn]

Total AUM ($B) Copy

Sector	Form 13F Holdings	Value ($B)
	Digital Realty Trust Inc	0.0
	Simon Property Group Inc /DE/	0.0
	Health Care REIT Inc /DE/	0.0
	AMB Property Corp	0.0
	First Industrial Realty Trust Inc	0.0
	Ventas Inc	0.0
	Inland American Real Estate Trust Inc	0.0
	Phillips Edison - ARC Shopping Center REIT Inc	0.0
	Equity Residential	0.0
	Mid America Apartment Communities Inc	0.0
View All

Holdings by Sector ($B)

Type	Form D Funds	Date	Sold	AUM
Other	SLC Management Multi-Asset Credit Fund LP	2023-03-31
Other	SLC Management Multi-Asset Credit Fund US LP	2023-03-31
Other	SLC Management US Intermediate Investment Grade Private Credit Fund LP	[2022-03-31]	300.0 M	545.1 M
	Filed 2022-11-02 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
Other	SLC Management US Investment Grade Private Credit Primis Fund LP	[2021-03-31]	200.0 M	166.8 M
	Filed 2022-07-14 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
Other	SLC Management US Investment Grade Private Credit Fund LP	[2020-03-30]	320.0 M	435.8 M
	Filed 2023-01-26 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Series 6 SLC Management Enhanced US Equities with Defensive Risk Premia	[2019-03-29]	11.5 M
	Filed 2019-02-14 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $25,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Series 2 SLC Management Core Fixed Income with Defensive Risk Premia	[2018-03-29]	20.0 M	11.6 M
	Filed 2023-08-17 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $25,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
Other	SLC Management TIPS Partners LP	2012-08-16		23.5 M
SA	Credit and Repackaged Securities Limited Series 2006-10 Trust	2012-03-30		8.3 M
SA	Infiniti SPC Limited Acting for the Account of Solar IV Synthetic CDO 2007-4	2012-03-30		25.0 M
SA	Solar Investment Grade CBO II Limited	2012-03-30		569.0 M
SA	Solar Investment Grade CBO I Limited	2012-03-30		7.1 M

AUM Breakdown	Accounts	AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals)	0	0.0
(b) Individuals (high net worth individuals)	2	0.0
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	5	2.5
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	5	1.2
(g) Pension and profit sharing plans	110	6.0
(h) Charitable organizations	5	0.1
(i) State or municipal government entities	16	4.8
(j) Other investment advisers	3	3.5
(k) Insurance companies	127	57.3
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	3	0.5
(n) Other	4	0.5
Total	690	76.4
By Discretionary
Discretionary	631	66.4
Non-Discretionary	59	10.0
Total	690	76.4
By Non-United States Persons
Non-United States Persons		40.4
United States Persons		36.0
Total	690	76.4

Form D Directors	Role	# Filings	# Firms
Sam Tillinghast	Executive Officer	17	4
Tom Murphy	Executive Officer	15	3
Sun Life Capital Management US LLC	Director, Executive Officer	14	2
Slc Management US Private Credit GP LLC	Director	9	2
Andrew Kleeman	Executive Officer	9	2
David Belanger	Executive Officer	7	2
Richard Familetti	Executive Officer	3	2
Ryan Labs Asset Management Inc	Executive Officer	2	1
Thomas Keresztes	Executive Officer	2	1

EDGAR Form	CIK	2011 - 2026
13F-NT	[0001381133]

Firm Profile (Form ADV)
Discretionary AUM	$31.8B
Clients	2 (5 non-US)
Serves	Institutional
Fund Types	Hedge Fund
LEI	5493001YL0M8HWNPEN55

Comparable Firms	State	AUM
Park Avenue Institutional Advisers LLC ✚	NY	82.00 B
Blackstone Infrastructure Advisors LLC ✚	NY	80.17 B
AXA Investment Managers US Inc ✚	CT	79.24 B
OC Investment Management LP ✚	FL	75.93 B
Two Sigma Advisers LP ✚	NY	74.26 B
Caxton Associates LLP ✚		71.56 B
Adage Capital Management LP ✚	MA	70.44 B
BlackRock Singapore Limited ✚		70.33 B
GoldenTree Asset Management LP ✚	NY	70.14 B
Fulcrum Asset Management LLP ✚		69.09 B

Sun Life Capital Management US LLC

Assets, Funds, Holdings