SEI

Alfred P. West Jr., the founder, remains chairman and CEO. Investment decisions are managed by a combination of internal portfolio managers and outsourced CIO teams, with SEI's Investment Management Unit overseeing asset-allocation and manager selection for its funds.

SEI's scale as a technology provider to the wealth management industry gives it unique data on advisor and investor behavior. It also leverages relationships with alternative managers like Blackstone to access private deals, though its primary sourcing remains through its own manager research and due diligence teams.

SEI is a publicly-traded corporation, not a family office. It operates as an asset manager and fintech provider, with a structure more akin to BlackRock or Fidelity than a family office. The founding West family retains significant ownership but does not manage the firm as a single-family vehicle.

SEI does both. It commits capital to external funds as part of its managed-account strategies and also makes direct investments through its private credit and infrastructure vehicles. The firm is known for its fund-of-funds approach in alternatives.

SEI targets a broad range from mid-market private credit to large-cap infrastructure, with a focus on income-producing assets. Its hedge fund exposure spans multi-strategy and event-driven funds, while private credit focuses on direct lending to established middle-market companies.

SEI does not publicly publish a list of excluded sectors. However, its private credit funds tend to avoid early-stage venture, commodity speculation, and pure-play crypto exposures based on reported portfolio compositions.

The SEI Foundation operates as a separate 501(c)(3) entity funded by SEI corporate profits. It focuses on financial literacy and community development, distinct from the firm's for-profit asset management and technology operations.