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SEI Investments Management Corp

Alpha Nasdaq OCIO Indices - Contributor

OAKS, PA

Form ADV and provider website profile · CRD 105146 · regulatory data as of Sep 1, 2026

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This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for SEI Investments Management Corp. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.

$216.4BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
112,627Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$212.0BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$4.4BNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.

Firm Details

Source: OCIO Intelligence record

Registered nameSEI INVESTMENTS MANAGEMENT CORP

CRD number105146

Firm foundedNot reported

SEC registration dateJun 27, 1985

Employees434

Advisory professionals226

A firm-founded year is shown only when explicitly stated in the current Item 4 brochure text; SEC registration dates are not treated as founding dates.

Contact & Location

ONE FREEDOM VALLEY DRIVE, OAKS, PA, 19456

610-676-1000

https://www.seic.com/LinkedIn profile

Firm AUM History (USD)

Source: Form ADV
$216.4B

As of Sep 1, 2026

Client Mix by Firm AUM

Source: Form ADV client records
Investment companies46.5%$100.7B
Individuals22.0%$47.7B
Other Pooled Vehicles20.9%$45.2B
Retirement Plans4.4%$9.6B
High-Net-Worth2.3%$5.0B
Charities1.8%$3.9B

Percentages and AUM are shown from the same reported Form ADV client-type records.