Sun Life Institutional Investments (U.S.) LLC is a large advisory firm based in Wellesley Hills. It manages $35.49 billion of regulatory assets for 29 client accounts. It has been registered with the SEC as an adviser since 2016.
Sun Life Institutional Investments (U.S.) provides portfolio management for businesses and institutional clients, selection of other advisers, and mortgage and real estate advisory and administrative services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sun Life Institutional Investments (U.S.) LLC is $35.49 billion. The firm's AUM has grown by 7% since the beginning of its operation, and $32.57 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Sun Life Institutional Investments (U.S.) LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to insurance companies and corporations or other businesses. The largest group of clients of Sun Life Institutional Investments (U.S.) is insurance companies with 27 clients and $35.47 billion of assets under management. Among the 10 most similar advisory firms, Sun Life Institutional Investments (U.S.) has the highest percentage of insurance companies out of all clients.
The amount of regulatory assets under management is $35.49 billion for 29 clients. 28% of the firm’s clients are foreign persons or businesses.
Sun Life Institutional Investments (U.S.) doesn't advise any private funds.
The company employs 79 people that are either part- or full-time employees. 96 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Sun Life Institutional Investments (U.S.) LLC performs its advisory services is located at One Sun Life Executive Park, Wellesley Hills, MA 02481 5699, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 781-446-1177 or by fax 781-304-5569. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday.