Sei Investments Management Corp is an SEC registered investment adviser organized as a corporation with a primary office location in Oaks, PA. Its latest Form ADV filing, dated March 31, 2026, reports $216.4B in regulatory assets under management, 434 employees, 3 offices, and 112,627 accounts.
Top client segmentIndividuals represent 98.5% of total clients.
Top client categories% of clientsClients
1
Individuals
98.5%
110,959
2
HNWI
0.6%
726
3
Charitable
0.4%
465
4
Pension Plans
0.3%
343
5
Banks
0.1%
93
Additional categories (<0.1%)
Corporations35 clients
Pooled Investment Vehicles18 clients
Government<5 clients
INVESTMENT CLUB<5 clients
Investment Cos.<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$216.4Bas of March 31, 2026
Discretionary97.9%
$212.0B
98% of total RAUM97.9%
Non-discretionary2.1%
$4.4B
2% of total RAUM2.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$216.4B
Total Accounts112,627
10Y AUM Change+$49.5B (+29.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees434
Clients per Employee260:1
10Y Employee Change+55 (+14.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.