SEI INVESTMENTS MANAGEMENT CORP

RIASEC RegisteredEst. 1985

Total AUM

$216B

Discretionary

$212B

98% of AUM

Avg account

$1.9M

Accounts

112,627

Employees

434

Advisory reps

130

Firm details

Headquarters: OAKS, Pennsylvania
CRD number: 105146
Registered since: June 27, 1985
Website: www.seic.com
Custodians: SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Investment Companies46.54%
Individuals22.03%
Pooled Investment Vehicles20.87%
Pension & Profit Sharing Plans4.42%
HNWI2.31%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

SEI Investments Management Corp. is a corporate investment adviser that operates across both individual/family and institutional client segments. The firm provides a broad spectrum of advisory services — financial planning, discretionary portfolio management for individuals, businesses and pooled vehicles, pension consulting, manager selection, and investor education/publications — and also conducts commodity pool operator/commodity trading advisor activities. Its fee arrangements include asset‑based fees, fixed fees and performance‑linked fees, and it identifies as an active ESG investor. SEI functions within a broker‑dealer/banking context and engages in sponsor/GP activity for pooled vehicles and selection of outside managers, which suggests it runs both packaged strategies and customized solutions for different client types. The mix of services and fee structures allows the firm to operate across traditional advisory mandates, pooled products and bespoke institutional assignments.