Domestic entity
EntitySIMC HOLDING, LLCStatusMEMBERReported since12/2003Ownership75% or moreControl personYes
SEI Investments Management Corp
Alpha Nasdaq OCIO Indices - ContributorOAKS, PA
Form ADV and provider website profile · CRD 105146 · regulatory data as of Sep 1, 2026
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.
Direct Owners & Executives
Source: Form ADV- Reported since
- 12/2003
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 12/2003
- Type
- Domestic entity
- Control person
- Yes
- Ownership
- 75% or more
- Reported since
- 06/2018
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 08/2019
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 03/2023
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 02/2026
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 02/2026
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 08/2026
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
| Name | Title | Reported since | Type | Control person | Ownership |
|---|---|---|---|---|---|
| Timothy Dean Barto | General Counsel | 12/2003 | Individual | No | Less than 5% |
| Llc Simc Holding | Shareholder | 12/2003 | Domestic entity | Yes | 75% or more |
| Michael Neil Peterson | Senior Vice President | 06/2018 | Individual | Yes | Less than 5% |
| Jennifer Hickman Campisi | Chief Compliance Officer | 08/2019 | Individual | No | Less than 5% |
| Mark Andrew Warner | Treasurer/Controller | 03/2023 | Individual | Yes | Less than 5% |
| Bradley Scott Landis | Board Member | 02/2026 | Individual | Yes | Less than 5% |
| Sean Paul Simko | Board Member | 02/2026 | Individual | Yes | Less than 5% |
| Nathan Shetty | President | 08/2026 | Individual | Yes | Less than 5% |
Indirect Ownership
Source: Form ADVOwners & Executives
Source: Form ADVMN
Michael Neil Peterson
Senior Vice President
JH
Jennifer Hickman Campisi
Chief Compliance Officer
NS
Nathan Shetty
President
Names and titles are shown as reported in Form ADV.
Ownership & Governance
Direct owners & executives8
Indirect ownership records1
Regulatory statusSEC registered investment adviser
SEC registration dateJun 27, 1985
CRD number105146