# SEI Investments Management

SEI Investments Management is a Bank / Wealth / Trust based in Oaks, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Oaks, United States
- **Region:** North America
- **Address:** Oaks, PA, United States
- **Founded:** 1968
- **Assets under management:** Undisclosed
- **Website:** seic.com

## Regulatory record

- **CRD number:** 105146
- **SEC file number:** 801-24593
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/105146

## About

SEI Investments Management is an SEC-registered investment adviser in Oaks, PA, registered since 1985. The firm manages $216.4 billion in assets, with $212.0 billion on a discretionary basis. It employs 434 staff and has 226 investment advisers.

## Sectors

- Wealth Management
- Institutional Asset Management

## People

- Ryan Hicke — Chief Executive Officer
- Alfred P. West Jr. — Founder and Chairman

## Questions

### How is SEI Investments structured, and who controls the firm?

SEI Investments Company is a publicly traded corporation (NASDAQ: SEIC), but founder Alfred P. West Jr. retains majority voting control through a dual-class share structure. Class B shares, overwhelmingly held by West and affiliated entities, carry ten votes per share. This gives the founder effective control over board elections and major corporate decisions despite a minority economic interest. The structure has kept strategic decision-making concentrated with long-tenured leadership since the firm's 1968 founding.

### How does SEI source and manage investment strategies?

SEI primarily uses an open-architecture manager-of-managers model for equity and fixed-income mandates. It selects, contracts, and monitors dozens of third-party sub-advisors — including large institutions like LSV Asset Management and SSGA — rather than building all strategies internally. For private markets and alternatives, the firm has historically provided fund-of-funds access through its SEI Private Wealth Management unit and, more recently, revamped its alternative-investment team to develop a centralized private-markets platform for its U.S. wealth channel.

### What is the relationship between SEI's technology business and its asset management arm?

The two are operationally integrated and commercially cross-subsidizing. SEI's SEI Wealth Platform, a cloud-based processing system for trust accounts and advisory portfolios, generates processing fees while simultaneously making SEI-managed funds the default or easily selectable investment options for client accounts on that platform. This bundling creates high client retention and makes it difficult for banks or RIAs to replace SEI with a piecemeal selection of competing custody, technology, and investment vendors.

### Which investor types does SEI primarily serve?

SEI's historical base sits with community and regional bank trust departments, which use its technology and investment programs to serve retail trust accounts. That base has broadened to include independent RIAs, family offices, institutional retirement plans, and non-profit organizations. Outside the U.S., the firm runs significant platforms in the United Kingdom and Canada, serving wealth managers and institutional investors respectively. The common thread across all segments is selling an integrated 'outsourced investment office' solution rather than a standalone fund.

## Related profiles

- [SEI Investments Canada Company](https://altss.com/profile/sei-investments-canada-company)
- [SEI Private Wealth Management](https://altss.com/profile/sei-private-wealth-management)

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Last updated: 2026-06-03T20:00:00.000Z

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