Sun Life Capital Management US LLC

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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

CIK	Period
0001381133	2026-03-31 2025-12-31 2025-09-30 2025-06-30 2025-03-31 2024-12-31 2024-09-30 2024-06-30 2024-03-31 2023-12-31 2023-09-30 2023-06-30 2023-03-31 2022-12-31 2022-09-30 2022-06-30 2022-03-31 2021-12-31 2021-09-30 2021-06-30 2021-03-31 2020-12-31 2020-09-30 2020-06-30 2020-03-31 2019-12-31 2019-09-30 2019-06-30 2019-03-31 2018-12-31 2018-09-30 2018-06-30 2018-03-31 2017-12-31 2017-09-30 2017-06-30 2017-03-31 2016-12-31 2016-09-30 2016-06-30 2016-03-31 2015-12-31 2015-09-30 2015-06-30 2015-03-31 2014-12-31 2014-09-30 2014-06-30 2014-03-31 2013-12-31 2013-09-30 2013-06-30 2013-03-31 2012-12-31 2012-09-30 2012-06-30 2012-03-31 2011-12-31

CIK

Period

0001381133

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
	Kite Realty Group Trust	0.0
	Avalonbay Communities Inc	0.0
	Camden Property Trust	0.0
	Regency Centers Corp	0.0
	Kimco Realty Corp	0.0
	Acadia Realty Trust	0.0
	UDR Inc	0.0














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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
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)	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