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Sun Life Capital Management (u.s.) LLC

● SEC registered since 1991CRD 109684SEC# 801-39938Wellesley Hills, MA
Export (members)
Ranks #214 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$76.41B
Fund GAV
$980.9M
Private funds
4
Employees
207
Accounts
690
Location
Wellesley Hills, MA

Sun Life Capital Management (u.s.) LLC assets under management

Sun Life Capital Management (u.s.) LLC is an SEC-registered investment adviser based in Wellesley Hills, MA. The firm has been registered since 1991. It reports $76.4 billion in regulatory assets under management and employs 207 people. Sun Life Capital Management (u.s.) LLC manages 4 private funds with combined gross assets of $980.9 million, including Slc Management U.S. Intermediate Investment Grade Private Credit Fund, L.P. By regulatory assets, it ranks 214 of 6,004 private fund managers.

Sun Life Capital Management (u.s.) LLC private funds

4 funds · $980.9M GAV
FundTypeGross assetsMin.
Slc Management U.S. Intermediate Investment Grade Private Credit Fund, L.P.Other Private$545.1M$10M
Slc Management U.S. Investment Grade Private Credit Fund, L.P.Other Private$435.8M$10M
Slc Management Multi-Asset Credit Fund US LPOther Private$10M
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Sun Life Capital Management (u.s.) LLC owners & executives

17 reported
NameTitleOwnershipSince
Amy Elizabeth Deangelo ControlManager, Board Of ManagersUnder 5%2023
Colleen Louise Kallas ControlSecretaryUnder 5%2017
Jonathan Mark Davidson Ross ControlManager, Board Of ManagersUnder 5%2024
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Frequently asked questions

How much does Sun Life Capital Management (u.s.) LLC manage?

Sun Life Capital Management (u.s.) LLC reports $76.4 billion in regulatory assets under management on its Form ADV.

How many private funds does Sun Life Capital Management (u.s.) LLC manage?

Sun Life Capital Management (u.s.) LLC manages 4 private funds with combined gross assets of $980.9 million.

How many employees does Sun Life Capital Management (u.s.) LLC have?

Sun Life Capital Management (u.s.) LLC reports 207 employees.

Where is Sun Life Capital Management (u.s.) LLC located?

Sun Life Capital Management (u.s.) LLC is based in Wellesley Hills, MA and has been SEC-registered since 1991.

Does Sun Life Capital Management (u.s.) LLC disclose fund performance?

Sun Life Capital Management (u.s.) LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address96 Worcester Street, Wellesley Hills, MA 02481-5699
Phone781-446-1903
Office hours9:00 a.m. To 5:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Regulatory AUM

$76.41B▲ 11%
Mar '25 — $69.14BApr '25 — $69.14BMay '25 — $69.14BJun '25 — $69.14BJul '25 — $69.14BAug '25 — $69.14BSep '25 — $69.14BOct '25 — $69.14BNov '25 — $69.14BDec '25 — $69.14BJan '26 — $69.14BFeb '26 — $69.14BMar '26 — $76.41BApr '26 — $76.41BMay '26 — $76.41BJun '26 — $76.41B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 2%
Larger than 98% of 16,271 advisers
AUM vs fund managersTop 4%
Larger than 96% of 6,004 private-fund managers
Number of fundsTop 46%
More funds than 54% of fund managers
EmployeesTop 4%
More than 96% of 16,825 advisers

Assets under management

$76.41Bregulatory AUM
Discretionary $66.43BNon-discretionary $9.98B

Service providers

Auditor
Custodian
Administrator