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Building 2SLC MANAGEMENT

Map pinWELLESLEY HILLS, MA
Phone781-446-1903
NotebookSEC #801-39938
Total AUM
$76.4B
Employees
207
Clients
280

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
96 WORCESTER STREET
WELLESLEY HILLS
MA 02481-5699
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
781-446-1903
Other Offices
4

ReceiptFinancials

Total AUM
$76.4B
Accounts
690
Discretionary
$66.4B
Accounts
631
Non-Discretionary
$10B
Accounts
59

ContactClients

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HNW Individual Clients
2
AUM
$4.8M
Investment Company Clients
5
AUM
$2.5B
Pooled Vehicle Clients
5
AUM
$1.2B
Pension/Profit Sharing Plan Clients
110
AUM
$6B
Charitable Organization Clients
5
AUM
$84.2M
Government Entity Clients
16
AUM
$4.8B
Investment Advisor Clients
3
AUM
$3.5B
Insurance Company Clients
127
AUM
$57.3B
Corporation or Business Clients
3
AUM
$503.7M
Other Clients
4
AUM
$474.6M
Description of Other Clients
HOLDING COMPANIES ENDOWMENTS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
MORTGAGE AND REAL ESTATE ADVISORY AND ADMINISTRATIVE SERVICES
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
COST, COST PLUS PERCENTAGE

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTLAMANYWA

HandshakeAffiliates

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Affiliates
Reported 43 business affiliates.
Claimed Affiliates
Reported as an affiliate by 15 other businesses.

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