← Directory
SEI INVESTMENTS MANAGEMENT CORP
CRD 105146File 801-24593
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 15, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$216.43B
Top 10% of cohort (national)
Discretionary AUM
$211.99B
Non-discretionary $4.44B
Clients
112,644
112,627 accounts
Employees
434
Top 10% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jun 27, 1985
- Principal office
- ONE FREEDOM VALLEY DRIVE, OAKS, PA, 19456
- Phone
- 610-676-1000
- Website
- HTTP://WWW.SEIC.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $216.43B
- Discretionary AUM
- $211.99B
- Non-discretionary AUM
- $4.44B
- Discretionary accounts
- 112,625
- Non-discretionary accounts
- 2
- Total accounts
- 112,627
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 35 | $488.3M |
| Investment companies | 1 | $100.73B |
| Charitable organizations | 465 | $3.87B |
| High net worth individuals | 726 | $5.00B |
| Pooled investment vehicles | 18 | $45.16B |
| Banking or thrift institutions | 93 | $935.5M |
| Pension and profit sharing plans | 343 | $9.56B |
| State or municipal government entities | 4 | $2.63B |
| Individuals (other than high net worth individuals) | 110,959 | $47.68B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
- Q11C2
- Q11C4
- Q11C5
- Q11H1C
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 112646 | 112644 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.