Sun Life Institutional Distributors (U.S) LLC
Firm details
- Headquarters
- Wellesley, Massachusetts
- CRD number
- 170062
- Registered since
- October 7, 2014
- Website
- www.slcmanagement.com
Firm profile
FINTRXOverview
Sun Life Institutional Distributors (U.S) LLC is organized as a limited liability company and is registered with the SEC since 2014. Public filings classify the firm as a fund distributor rather than an investment manager or allocator; its disclosure flags indicate it does not function as a capital allocator or as a multi-state investment adviser. Owner type is reported as a domestic entity and individual ownership interests are noted. Available disclosures are sparse on day-to-day business lines and advisory services. The firm is not identified as an active ESG investor, a pension consultant, or a related adviser. That combination of attributes suggests the entity’s primary role is distribution and intermediary activity for investment products rather than direct portfolio management or discretionary client advisory services.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Randolph Brown
Chief Investment OfficerCRD 1399450
Contacts
3 of 32
Eric Hopkins
ComplianceCRD 4723776

Michael Schnitman
Senior Managing DirectorCRD 2523450
Barton Holl
Managing DirectorCRD 1237156
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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