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 a limited liability company that has been SEC-registered since 2014. The dataset classifies the entity as unclassified and identifies its owner type as a domestic entity and individual. The firm is not shown as a capital allocator and is not identified as an active ESG investor, multi-state adviser, pension consultant, or related adviser in the available records. The profile in this source contains minimal detail on business lines, advisory activities, or product distribution. The absence of reported advisory roles or capital-allocation activity suggests the entity functions more as a distributor or intermediary within the Sun Life-related corporate family rather than as a traditional asset manager with discretionary client mandates.
Assets & Accounts
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 33
Ashwin Gopwani
Managing DirectorCRD 8016027

Brian Mccarthy
AnalystCRD 7912198

Eric Hopkins
ComplianceCRD 4723776
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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