SLC MANAGEMENT
Firm details
- Headquarters
- WELLESLEY, Massachusetts
- CRD number
- 109684
- Registered since
- October 28, 1991
- Website
- www.slcmanagement.com
- Custodians
- CITI PRIVATE BANK
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- Insurance Companies75.03%
- Pension & Profit Sharing Plans7.81%
- State / Municipal Government6.29%
- Other Investment Advisers4.54%
- Investment Companies3.32%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
SLC Management is organized as a limited liability company that functions primarily as an alternative fund provider and adviser. The firm serves both individual and family clients as well as institutional investors, offering portfolio management for investment companies, pooled vehicles and institutional accounts, and it also selects third‑party advisers. SLC Management operates with multiple fee arrangements (percentage of AUM, fixed fees and other structures), acts as a registered representative of a broker‑dealer, and is registered as a CPO/CTA. The firm reports being an active ESG investor and is involved in sponsoring and managing pooled investment vehicles.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Investment Grade Corp Bonds40%
- Other31%
- US Government Bonds16%
- State & Local Bonds6%
- Cash & Cash Equivalents3%
Owners & executives
3 of 3Marlene Van den Hoogen
Chief Financial Officer and Chief Operating OfficerCRD 7118002
RANDOLPH BROWN
Chief Investment OfficerCRD 1399450
JOSEPH HANLON
Chief Compliance OfficerCRD 4863662
Contacts
3 of 6STEPHEN PEACHER
PresidentCRD 1567536
Colleen Kallas
Senior CounselCRD 6910605
Sandra Perri
Board of ManagersCRD 8064604
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WELLESLEY, MA
NORFOLK
Location
WELLESLEY, MA
Headquartered in WELLESLEY, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- NORFOLK
- Address
- 96 Worcester St
- Time zone
- ET (UTC-5)
- Office locations
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