The SUN LIFE FINANCIAL GROUP is a publicly held investment adviser that advises $890.43Bn in regulatory assets under management held in 6 SEC fund types across 14 investment strategies. SUN LIFE FINANCIAL GROUP is a Public/Private Fund Assets increased by 2.56% over the last 5-years.
The Group has been registered with the SEC for 44.23 years and is comprised of 13 filing and 17 relying advisers. They operate out of 39 office locations with their Headquarters at 111 HUNTINGTON AVENUE, BOSTON, MASSACHUSETTS. The Group has been subject to regulatory enforcement actions. They are regulated by 49 US and Non-US bodies.
They have 3,688 employees comprised of 1,059 investment and 2,629 non-investment staff. The total number of Employees increased by 53.99% over the last 5-years.
Their $890.43Bn in assets advised are owned by 783 private funds, 354 public funds and BDCs and 997 other accounts. Assets of Investment Companies (IC) clients own $507.28Bn or 56.97% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $205.88Bn or 23.12% of Total Assets.
The Group's top investment strategies include Long/Short Equity, FI/Credit - Diverse and Multi Strat, representing 65.35%, 15.33% and 10.07% of total assets, respectively.
They advise 13 types of clients, top clients are Investment Companies (IC) and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 30 Fund Administrators, 6 Fund Auditors, 0 Prime Brokers, 31 Custodians and 62 Marketers. It does not report a third-party Fund Administrator in 118 private funds with $20.29Bn in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
SUN LIFE FINANCIAL GROUP names 5 sub-advisers CRESCENT DIRECT LENDING MANAGEMENT LLC (RELYING ADVISER), CRESCENT DIRECT LENDING MANAGEMENT, LLC (RELYING ADVISER), CRESCENT SBIC MANAGEMENT, LLC (RELYING ADVISER), WILSHIRE, YES, CRESCENT DIRECT LENDING MANAGEMENT, LLC (RELYING ADVISER) to 20 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.