{
  "crd_number": 109684,
  "slug": "slc-management-wellesley-hills-ma-109684",
  "primary_business_name": "SLC MANAGEMENT",
  "legal_name": "SUN LIFE CAPITAL MANAGEMENT (U.S.) LLC",
  "dbas": [
    "SLC FIXED INCOME",
    "SLC MANAGEMENT"
  ],
  "city": "Wellesley Hills",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1991-10-28",
  "years_registered": 34,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 76410239323.0,
  "raum_discretionary": 66429406539.0,
  "raum_non_discretionary": 9980832784.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 207,
  "advisory_employees": 108,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 474648452.0,
      "count": 4,
      "description": "HOLDING COMPANIES ENDOWMENTS"
    },
    "charitable": {
      "raum": 84225727.0,
      "count": 5
    },
    "individuals": {
      "raum": 0.0,
      "count": 0
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 4804967646.0,
      "count": 16
    },
    "insurance_companies": {
      "raum": 57328967171.0,
      "count": 127
    },
    "investment_companies": {
      "raum": 2533352646.0,
      "count": 5
    },
    "pension_profit_sharing": {
      "raum": 5967033962.0,
      "count": 110
    },
    "other_investment_advisers": {
      "raum": 3471248204.0,
      "count": 3
    },
    "high_net_worth_individuals": {
      "raum": 4773759.0,
      "count": 2
    },
    "pooled_investment_vehicles": {
      "raum": 1237339596.0,
      "count": 5
    },
    "corporations_other_businesses": {
      "raum": 503682160.0,
      "count": 3
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CT",
    "LA",
    "MA",
    "NY",
    "WA"
  ],
  "websites": [
    "https://linkedin.com/company/s-l-c-management/about",
    "https://slcmanagement.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109684",
  "city_as_filed": "WELLESLEY HILLS",
  "url": "https://advisorcensus.com/firm/slc-management-wellesley-hills-ma-109684",
  "display_name": "SLC Management",
  "summary": "SLC Management is an SEC-registered investment advisory firm in Wellesley Hills, MA, registered since 1991, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. SLC Management (CRD 109684): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is SLC Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), SLC Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is SLC Management located?",
      "a": "SLC Management's principal office is in Wellesley Hills, MA, according to its Form ADV; the April 2026 filing also lists 4 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is SLC Management registered with the SEC or a state?",
      "a": "SLC Management is an SEC-registered investment advisory firm, registered since 1991. Status as filed: Approved. CRD 109684."
    },
    {
      "q": "How much does SLC Management manage?",
      "a": "SLC Management reports $76,410,239,323 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (87% discretionary)."
    },
    {
      "q": "How have SLC Management's assets and staff changed since 2021?",
      "a": "In the Form ADV data for SLC Management: Regulatory assets under management: $70,432,456,339 in the October 2021 data and $76,410,239,323 in the October 2026 data, up 8%. Total employees: 165 in October 2021 and 207 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does SLC Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: insurance companies (127); pension and profit sharing plans (but not the plan participants or government pension plans) (110); state or municipal government entities (including government pension plans) (16)."
    },
    {
      "q": "Which custodians does SLC Management use?",
      "a": "SLC Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Citibank as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does SLC Management report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/109684"
    },
    {
      "q": "What changed in SLC Management's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 101 to 108. Regulatory assets under management went from $69,137,218,933 to $76,410,239,323 (+11%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 70432456339.0,
      "total_employees": 165,
      "filing_date": "2021-09-23"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 73950884851.0,
      "total_employees": 173,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 66971567511.0,
      "total_employees": 193,
      "filing_date": "2023-08-03"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 69470041414.0,
      "total_employees": 220,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 69137218933.0,
      "total_employees": 225,
      "filing_date": "2025-04-30"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 76410239323.0,
      "total_employees": 207,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 101 to 108.",
        "Regulatory assets under management went from $69,137,218,933 to $76,410,239,323 (+11%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Item 11 disclosure answers changed: 0 yes answers, previously 1 (now no: 11.E(2))."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Citibank",
      "name_as_filed": "CITIBANK",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/slc-management-wellesley-hills-ma-109684.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 2,
      "fewer_than_5": false,
      "raum": 4773759.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 5,
      "fewer_than_5": false,
      "raum": 2533352646.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 1237339596.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 110,
      "fewer_than_5": false,
      "raum": 5967033962.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 5,
      "fewer_than_5": false,
      "raum": 84225727.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 16,
      "fewer_than_5": false,
      "raum": 4804967646.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 3,
      "fewer_than_5": false,
      "raum": 3471248204.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 127,
      "fewer_than_5": false,
      "raum": 57328967171.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 3,
      "fewer_than_5": false,
      "raum": 503682160.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 4,
      "fewer_than_5": false,
      "raum": 474648452.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109684",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}