Key facts
- SEI Investments (NAS: SEIC) is a other based in Oaks Village, Pennsylvania.
- The team roster lists 53 people.
- SEI Investments (NAS: SEIC) reports $146.6M in regulatory assets under management across 17 private funds, per its SEC Form ADV (2026-03).
About SEI Investments (NAS: SEIC)
SEI Investments is a wealth management firm based in Oaks, Pennsylvania. Established in 1968, the firm is a provider of outsourced asset management, investment processing, and investment operations services. It provides its services to corporations, financial institutions, investment managers, individuals, and families. The assets are managed by the board of directors. This firm is a Registered Investment Adviser (RIA).
Registered with the SEC
Form ADV · 2026-03 · CRD 105146- Regulatory AUM
- $146.6M
- Private fund assets
- $13.2B
- Private funds
- 17 · 3 hedge, 14 other
- Staff
- 434
- Registered office
- OAKS, PA
- SEC status
- Approved
Discloses a disciplinary history on Form ADV. Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as SEI INVESTMENTS MANAGEMENT CORP).
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Portfolio
No portfolio companies for SEI Investments (NAS: SEIC) are on record yet. Positions surface from round participations, filings, and coverage.
Partners, principals, and the people who answer a pitch. Pro members reveal contacts with credits.
Frequently asked
- What is SEI Investments (NAS: SEIC)'s AUM?
- SEI Investments (NAS: SEIC) manages approximately $1.9M in assets.