Sei Investments Management Corp
Sei Investments Management Corp is a fee-based, SEC-registered investment adviser in Oaks, Pennsylvania, registered with the SEC since 1985, managing approximately $216.4B. As an SEC-registered adviser it is held to a fiduciary standard. Its exact fee schedule and account minimums are disclosed in Form ADV Part 2A.
Source: SEC Form ADV · CRD #105146 · SEC #801-24593 · SEC-registered since 1985 (41 yrs) · Last filing data January 1, 2026
- AUM
- $216.4B
- Fee model
- Fee-based
- Clients
- Not reported
- Employees
- 434
as of 2026
per Form ADV 5.E
Form ADV 5.C — may be institutional
226 advisers
Assets per adviser
$958Mper adviser
A scale-normalized measure that lets you compare large and small firms. The typical firm in our directory manages about $102M per adviser — this firm runs leaner (more assets per adviser).
From seic.com
Visit site ↗
Overview
AI-generated summary
Sei Investments Management Corp is a fee-based, SEC-registered investment adviser based in Oaks, Pennsylvania. It reported approximately $216.4B in regulatory assets under management on its most recent Form ADV. The firm reports one or more disclosure events on Form ADV Item 11 — see the disclosures section below.
This summary is generated from Form ADV data and may not capture all nuances. Always review the complete SEC filing before making decisions.
Firm details
- CRD #
- 105146
- SEC #
- 801-24593
- Headquarters
- Oaks, PA
- Employees
- 434
Clients served
Client types not reported on this filing.
Fees & compensation
- Compensation model: Fee-based — the firm reports client fees and may also receive commissions on certain products.
- Typical fee range: See Part 2A. Exact advisory fee rates are reported in Form ADV Part 2A, not Part 1.
- Account minimum: See Part 2A. Minimums are disclosed in the firm's Part 2A brochure.
- Custodial, trading, and fund expenses may apply in addition to advisory fees. See the firm's Form ADV Part 2A for the complete fee schedule.
Assets under management
| Year | Reported AUM |
|---|---|
| 2026 | $216.4B |
Reflects the most recent Form ADV filing. Multi-year history is added as additional historical filings are ingested.
Disclosures
2026 · SEC or CFTC regulatory disclosure
Sei Investments Management Corp reported one or more matters in this category on Form ADV Item 11. Form ADV Part 1 indicates that a disclosure exists but not its outcome; review the full Disclosure Reporting Pages on the SEC IAPD record for details and resolution.
2026 · Civil judicial disclosure
Sei Investments Management Corp reported one or more matters in this category on Form ADV Item 11. Form ADV Part 1 indicates that a disclosure exists but not its outcome; review the full Disclosure Reporting Pages on the SEC IAPD record for details and resolution.
- Detailed, AI-summarized breakdowns of each event are being rolled out across the directory. For now, review the full Disclosure Reporting Pages on the SEC IAPD record.
Frequently asked questions
Is Sei Investments Management Corp a fiduciary?+
Yes. Sei Investments Management Corp is an SEC-registered investment adviser (CRD #105146), which means it is held to a fiduciary standard and must act in its clients' best interest. Verify its current status on the SEC's Investment Adviser Public Disclosure (IAPD) site.
How is Sei Investments Management Corp compensated?+
Sei Investments Management Corp reports a fee-based compensation model on its Form ADV. Fee-based advisers charge client fees and may also earn commissions on certain products. Exact fee rates and account minimums are disclosed in the firm's Form ADV Part 2A brochure.
How much money does Sei Investments Management Corp manage?+
Sei Investments Management Corp reported approximately $216.4B in regulatory assets under management as of its most recent Form ADV filing.
Does Sei Investments Management Corp have any disclosures?+
Sei Investments Management Corp reported one or more disclosure events on Form ADV Item 11 (sec or cftc regulatory disclosure, civil judicial disclosure). A disclosure is not by itself a finding of wrongdoing; review the full Disclosure Reporting Pages on the SEC IAPD site.
This profile is generated from publicly available SEC filings. Sei Investments Management Corp has not verified or endorsed this information. Last updated from filings: January 1, 2026. View the official filing at SEC IAPD.