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CRD 310401
NEW YORK, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| CASSIDY, WALTER | Director | Na | yes | 10/2023 | Dec 1, 2023 | Mar 28, 2024 |
| CRAWFORD, JAMES, WORTHINGTON | Director | Na | yes | 07/2023 | Oct 16, 2023 | Mar 28, 2024 |
| GUZ, FILIP, MAREK | Director | Na | yes | 07/2023 | Oct 16, 2023 | Mar 28, 2024 |
| INFRARED (UK) HOLDCO 2020 LTD | Member | E | yes | 07/2020 | Dec 17, 2021 | Mar 28, 2024 |
| INFRARED CAPITAL PARTNERS (HOLDCO) LIMITED | Owner | E | yes | 01/2011 | Dec 17, 2021 | Mar 28, 2024 |
| INFRARED PARTNERS LLP | Shareholder | E | yes | 01/2011 | Dec 17, 2021 | Mar 28, 2024 |
| SUN LIFE (U.S.) HOLDCO 2020, INC. | SOLE SHAREHOLDER | E | yes | 07/2020 | Dec 17, 2021 | Mar 28, 2024 |
| SUN LIFE 2007 - 1 FINANCING CORP | Shareholder | E | yes | 11/2016 | Dec 17, 2021 | Mar 28, 2024 |
| SUN LIFE ASSURANCE COMPANY OF CANADA - U.S. OPERATIONS HOLDINGS, INC. | SOLE SHAREHOLDER | E | yes | 07/2020 | Dec 17, 2021 | Mar 28, 2024 |
| SUN LIFE FINANCIAL INC. | SOLE SHAREHOLDER | E | yes | 12/2004 | Dec 17, 2021 | Mar 28, 2024 |
| SUN LIFE GLOBAL INVESTMENTS INC | SOLE SHAREHOLDER | E | yes | 12/2004 | Dec 17, 2021 | Mar 28, 2024 |
| GRENDA, JILL, MARIE | CHIEF COMPLIANCE OFFICER | Na | no | 02/2024 | Dec 17, 2021 | Mar 28, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| SUN LIFE CAPITAL MANAGEMENT (U.S.) LLC | n/a | Institutional manager | $76B | N | yes | n/a |
| CRESCENT CAPITAL GROUP LP | n/a | Asset manager | $50B | N | yes | n/a |
| BGO US REAL ESTATE LP | n/a | Asset manager | $24B | N | yes | n/a |
| BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP | n/a | Other adviser | $24B | N | yes | n/a |
| BENTALLGREENOAK STRATEGIC CAPITAL PARTNERS LLC | n/a | Asset manager | $3.5B | N | yes | n/a |
| ADVISORS ASSET MANAGEMENT, INC. | n/a | Mixed wealth | $2.2B | N | yes | n/a |
| CRESCENT CAP ADVISORS, LLC | n/a | Asset manager | $1.8B | N | yes | n/a |
| CRESCENT CAP NT ADVISORS, LLC | n/a | Asset manager | $1.1B | N | yes | n/a |
| BENTALLGREENOAK REAL ESTATE US LLC | n/a | n/a | n/a | N | yes | n/a |
| INFRARED CAPITAL PARTNERS LIMITED | n/a | n/a | n/a | N | yes | n/a |
| INFRARED ETF GENERAL PARTNER LP | n/a | n/a | n/a | N | yes | n/a |
| INFRARED EUROPEAN INFRASTRUCTURE INCOME 4 GENERAL PARTNER LLP | n/a | n/a | n/a | N | yes | n/a |
| INFRARED EUROPEAN INFRASTRUCTURE INCOME 4 GENERAL PARTNER S.A R.L. | n/a | n/a | n/a | N | yes | n/a |
| INFRARED INFRASTRUCTURE III GENERAL PARTNER LIMITED | n/a | n/a | n/a | N | yes | n/a |
| INFRARED INFRASTRUCTURE V GENERAL PARTNER LLP | n/a | n/a | n/a | N | yes | n/a |
| INFRARED INFRASTRUCTURE VI GENERAL PARTNER LLP | n/a | n/a | n/a | N | yes | n/a |
| INFRARED INFRASTRUCTURE VI GENERAL PARTNER S.A R.L. | n/a | n/a | n/a | N | yes | n/a |
| INFRARED INFRASTRUCTURE YIELD GENERAL PARTNER LIMITED | n/a | n/a | n/a | N | yes | n/a |
| INFRASTRUCTURE INVESTMENTS GENERAL PARTNER LIMITED | n/a | n/a | n/a | N | yes | n/a |
| SUN LIFE INSTITUTIONAL DISTRIBUTORS (U.S.) LLC | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 26, 2026 | $2.4B | $0 | 28 | 21 | 1 | n/a | n/a |
| 2024 | Apr 1, 2025 | $2.2B | $0 | 20 | 15 | 0 | n/a | n/a |
| 2023 | Mar 28, 2024 | $1.8B | $0 | 24 | 20 | 0 | n/a | n/a |
| 2022 | Mar 31, 2023 | $1.7B | $1.7B | 23 | 20 | 0 | n/a | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $2.4B | $2.2B | 9.4% | $1.7B | 13.3% | 28 | 20 | 1 | 0 |