Form D · Other Investment Fund

SLC MANAGEMENT US INVESTMENT GRADE PRIVATE CREDIT PRIMIS FUND, L.P.

Wellesley Hills, MA · CIK 0001800869

Offering snapshot reported Jul 14, 2022 · SEC filing

Reported sold: $200M
Investors reported: 2
Minimum accepted: $0
First sale: Jul 17, 2020

Fundraising history

Reported sold

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jul 14, 2022	Amendment	$200,025,000	$0vs Jul 12, 2021	2	SEC filing
Jul 12, 2021	Amendment	$200,025,000	No comparison	Not reported	SEC filing
Jul 15, 2020	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06b, 3C, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $0 (estimated)
Finders' fees: $0 (estimated)
Form D file number: 021-371118

Source: Form D, filed Jul 14, 2022. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

SLC MANAGEMENT US INVESTMENT GRADE PRIVATE CREDIT PRIMIS FUND, L.P.

Investment adviser: SUN LIFE CAPITAL MANAGEMENT (U.S.) LLC

Gross asset value: $167M
Beneficial owners: 2
ADV minimum commitment: $10M

Reported in Form ADV on Dec 1, 2023. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator STATE STREET BANK AND TRUST COMPANY KANSAS CITY, Missouri, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHÉ LLP BOSTON, Massachusetts, United States

Custodian STATE STREET BANK AND TRUST COMPANY BOSTON, Massachusetts, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE & TOUCHÉ LLP
PCAOB 34

Filing source

Form ADV 1802228 · Dec 1, 2023 · Schedule D 7.B.(1), fund 805-5437959561

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
David Belanger	Executive
Andrew Kleeman	Executive
Tom Murphy	Executive
N/A Slc Management U.S. Private Credit Gp, Llc	Director
N/A Sun Life Capital Management (U.S.) Llc	Director
Sam Tillinghast	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

1 Sun Life Executive Park
Wellesley Hills, MA, 02481