Data / Investment advisers / Massachusetts / SLC Management
SLC Management, Wellesley Hills, MA: $76.4 billion AUM, SEC registered investment adviser
SLC Management is an SEC registered investment adviser with its main office in Wellesley Hills, Massachusetts and reports $76.4 billion in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include insurance companies, pension and profit sharing plans and state and municipal governments. It is paid through a percentage of assets under management, fixed fees and other fees. It advises 4 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 109684
- SEC file number
- 801-39938
- SEC status
- Approved, effective October 28, 1991
- Legal name
- Sun Life Capital Management (U.S.) LLC
- Main office
- 96 Worcester Street, Wellesley Hills, MA 02481
- Phone
- (781) 446-1903
- Website
- slcmanagement.com
- Regulatory AUM
- $76,410,239,323 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $66,429,406,539
- Non discretionary AUM
- $9,980,832,784
- Accounts
- 690
- Employees
- 207, of which 108 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, other fees
- Private funds
- 4: 4 other private funds
- Gross assets of private funds
- $980,903,048
- Other offices
- 4
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | 127 | $57.33 billion |
| Pension and profit sharing plans | 110 | $5.97 billion |
| State or municipal government entities | 16 | $4.80 billion |
| Other investment advisers | 3 | $3.47 billion |
| Investment companies | 5 | $2.53 billion |
| Pooled investment vehicles | 5 | $1.24 billion |
| Corporations or other businesses | 3 | $503.7 million |
| Charitable organizations | 5 | $84.2 million |
| High net worth individuals | 2 | $4.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $76.41 billion | March 31, 2026 |
| December 1, 2025 | $69.14 billion | October 28, 2025 |
Other advisers in Massachusetts
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Bain Capital Private Equity, LP | Boston | $96.43 billion | 36 | adviserinfo.sec.gov |
| Numeric Investors LLC | Boston | $94.40 billion | 25 | adviserinfo.sec.gov |
| Wellington Alternative Investments | Boston | $92.17 billion | 128 | adviserinfo.sec.gov |
| Advent International, L.P. | Boston | $91.63 billion | 133 | adviserinfo.sec.gov |
| Grantham Mayo van Otterloo & Co LLC | Boston | $80.97 billion | 38 | adviserinfo.sec.gov |
| Bain Capital Credit, LP | Boston | $76.30 billion | 158 | adviserinfo.sec.gov |
| Adage Capital Management, L.P. | Boston | $70.44 billion | 1 | adviserinfo.sec.gov |
| John Hancock Variable Trust Advisers LLC | Boston | $68.59 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Massachusetts
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving insurance companies
- Advisers serving pension and profit sharing plans
- Advisers that manage private funds
- SLC Management on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.