DFX Intelligence
SUN Life Investment Capital Mgmt
unclassified· MA
unclassified
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F
Advisory clients
No advisory client relationship on the tape.
Other roles
1 allocator
- Anywhere Real Estate Group LLC Pension Plan Custodianthrough Dec 31, 2024
Schedule C rows
1 row, $45,562 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Anywhere Real Estate Group LLC Pension Plan | 2024 | 18 | NONE | $45,562 |
What changed
No dated events.