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| Happy Holidays!! thanks for using AUM13F!! |
| Sun Life Capital Management US LLC
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| CRD # | 109684 |
| SEC # | 801-39938 |
| CIK # | 0001381133 |
| AUM | $69.1 B (2025-04-30) |
| Employees | 225 (45% Investors, 9% Brokers) |
| Phone | 781-446-1903 |
| Address | 96 Worcester Street Wellesley Hills, MA 02481-5699 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001381133 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Graftech International Ltd | 0.0 | ||
| Digital Realty Trust Inc | 0.0 | ||
| Crescent Capital BDC Inc | 0.0 | ||
| Avalonbay Communities Inc | 0.0 | ||
| AMB Property Corp | 0.0 | ||
| Camden Property Trust | 0.0 | ||
| Simon Property Group Inc /DE/ | 0.0 | ||
| Equinix Inc | 0.0 | ||
| Boston Properties Inc | 0.0 | ||
| First Industrial Realty Trust Inc | 0.0 | ||
| Beasley Broadcast Group Inc | 0.0 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | SLC Management Multi-Asset Credit Fund LP | 2023-03-31 | 105.1 | |
| Other | SLC Management Multi-Asset Credit Fund US LP | 2023-03-31 | 0.0 | |
| Other | SLC Management US Intermediate Investment Grade Private Credit Fund LP | [2022-03-31] | 300.0 | 341.4 |
| Other | SLC Management US Investment Grade Private Credit Primis Fund LP | [2021-03-31] | 200.0 | 166.8 |
| Other | SLC Management US Investment Grade Private Credit Fund LP | [2020-03-30] | 320.0 | 401.5 |
| HF | Series 6 SLC Management Enhanced US Equities with Defensive Risk Premia | [2019-03-29] | 11.5 | 0.0 |
| HF | Series 2 SLC Management Core Fixed Income with Defensive Risk Premia | [2018-03-29] | 20.0 | 11.6 |
| Other | SLC Management TIPS Partners LP | 2012-08-16 | 23.5 | |
| SA | Credit and Repackaged Securities Limited Series 2006-10 Trust | 2012-03-30 | 8.3 | |
| SA | Infiniti SPC Limited Acting for the Account of Solar IV Synthetic CDO 2007-4 | 2012-03-30 | 25.0 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 3 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 2.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 5 | 1.2 |
| (g) Pension and profit sharing plans | 111 | 6.1 |
| (h) Charitable organizations | 2 | 0.1 |
| (i) State or municipal government entities | 18 | 4.5 |
| (j) Other investment advisers | 3 | 4.6 |
| (k) Insurance companies | 116 | 50.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 0.3 |
| (n) Other | 4 | 0.2 |
| Total | 836 | 69.1 |
| By Discretionary | ||
| Discretionary | 770 | 62.8 |
| Non-Discretionary | 66 | 6.4 |
| Total | 836 | 69.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 34.2 | |
| United States Persons | 35.0 | |
| Total | 836 | 69.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Sam Tillinghast | 17 | ||
| Tom Murphy | 15 | ||
| Sun Life Capital Management US LLC | 12 | ||
| Andrew Kleeman | 7 | ||
| SLC Management US Private Credit GP LLC | 7 | ||
| David Belanger | 5 | ||
| Richard Familetti | 3 | ||
| Thomas Keresztes | 2 | ||
| Ryan Labs Asset Management Inc | 2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001381133] |
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