SourcingSourcing

SEI INVESTMENTS MANAGEMENT CORP

C30
CRD 105146·SEC 801-24593·OAKS, PA
AUM
$216.43B
$1B+
Est. Revenue
$2.16B
@ 1% on AUM
Est. EBITDA
$649.3M
@ 30% margin
Est. Deal Value
$5.19B
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SEI INVESTMENTS MANAGEMENT CORP
CRD
105146
SEC file #
801-24593
EIN
042956583
DBA names
—

Economics

AUM
$216.43B
AUM band
$1B+
AUM trajectory
'20'26
$178.08B → $216.43B▲ +22%
Client mix
Individuals Other110,959
Individuals High Net Worth726
Charitable Organizations465
Pension Profit Sharing Plans343
Banking Institutions93

Operations

Employees (total)
434
Advisory staff (per ADV)
226
Advisory staff (5-yr trend)
'20'26
195 advisors → 226 advisors▲ +16%
Primary office
OAKS PA
Branches
—

Custodian & Brokerage

Primary custodian
Northern Trustlow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehicles
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
seic.com

Compliance

Disclosures (firm)
4
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SIMC HOLDING, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
SIMC HOLDING, LLC
LANDIS, BRADLEY, SCOTT
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
SEIC.COM
Rdap Domain Creation Date
1994-02-21T05:00:00Z
Rdap Firm Age Years
32
Rdap Firm Age Band
20+y
Rdap Registrar
CSC Corporate Domains, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
40
Form 5500 Total Compensation
6,183,690
Form 5500 Compensation Trajectory 3y
20256,183,690
Form 5500 Plan Count Trajectory 3y
202540
Schedule C Total Compensation
6,183,690
Schedule C Service Provider Rows
40

SEC EDGAR

Edgar Cik
0000936944
Edgar Registered
Yes
Edgar Filing Count
120
Edgar First Filing Date
1999-05-11
Edgar Last Filing Date
2026-05-13
Edgar 13f Count
118
Edgar 13f Latest AUM Estimate
Filing Date2026-05-13
Accession0000936944-26-000003

Local market & wealth

Rank targets by how wealthy the local market is

Fdic Zip Total Deposits
325,485,000
Fdic Zip Branch Count
37
Fdic Zip Top Banks
VIST Bank
Vist Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (21)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
12
Bc Firm Active IA Count
50
Bc Firm IAR Count
50
Custodian Candidates
Full
Northern Trust16
E*trade4
Goldman Sachs2
Bny Mellon2
Jpmorgan1
Edgar Addresses
Mailing
888 BOYLSTON STREETSUITE 1400BOSTON, MA 02199
Business
888 BOYLSTON STREETSUITE 1400BOSTON, MA 02199
Edgar EIN
042956583
Edgar Recent Filings
13F-HR2026-05-13 · 0000936944-26-000003
13F-HR2026-02-13 · 0000936944-26-000002
Fdic Zip Branches Raw
SEI Private Trust CompanyOaks, PA
SEI Private Trust CompanyOaks, PA
Fdic Zip HHI
4814.68
Fdic Zip Top Bank Share Pct
67.18
Fdic Zip Year
2025
Fee Schedule
Bracket I65
Bracket Ix11
Bracket Vi8
Bracket Iii7
Bracket Iv5
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-22T05:00:00Z
Rdap Domain Last Changed
2026-02-18T06:06:24Z
Rdap Nameservers
Cbru.br.ns.els-gms.att.netCmtu.mt.ns.els-gms.att.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
Yes

People (54)

54
CAMPISI, JENNIFER, HICKMAN
IAR · Executive Officer · 2.5%
5299753
SIMKO, SEAN, PAUL
IAR · Executive Officer · 2.5%
2480817
LANDIS, BRADLEY, SCOTT
Executive Officer · 2.5%
4458648
Peterson, Michael, Neil
Executive Officer · 2.5%
6973933
Warner, Mark, Andrew
Executive Officer · 2.5%
7720378
BARTO, TIMOTHY, DEAN
Executive Officer · 2.5%
4743037
Joseph Rosario Canestro
IAR
4476422
CHRISTOPHER MICHAEL RICE
IAR
3221078
KAREN LYNN MCLAUGHLIN
IAR
4279556
Madeline Mei Russell
IAR
7766500
Luke Arizin
IAR
7722268
Logan William Schwartz
IAR
7712259
Brendan Smith
IAR
7750910
KRISTIN ANNE JOSEPHS
IAR
5848619
Hayden Greer
IAR
7936154
Keith Patrick Carra
IAR
7935882
Walter Paul Kokol
IAR
7936170
Adam Todd Booz
IAR
7851728
THOMAS George MURRAY
IAR
6956681
HARLEY BRETT NAGER
IAR
5015923
TIMOTHY BOHDAN GREGORY
IAR
5828360
ANDREW JOHN CHIPEGO
IAR
6026121
MICHAEL J HARRIS
IAR
6113264
KATHLEEN MARIE FOX
IAR
5385838
SCOTT THOMAS PRICHARD
IAR
6367139
STEVEN BRIAN WITTENBERG
IAR
6179832
BENJAMIN RIGGS PACKER
IAR
6215576
Andrew Humphrey
IAR
8022564
WILLIAM P BERBERICH
IAR
4367852
Alexander Cohen
IAR
7677027
Matthew Pesot
IAR
7766470
Larissa Alejandra Noble
IAR
8007751
MICHAEL JOSEPH MATKOVIC
IAR
2882002
BRIAN RONALD BARONE
IAR
3229891
BRIAN DAVID BONO
IAR
3239647
CHRISTOPHER FRANCIS ARIZIN
IAR
2977625
Sydney Stein
IAR
7278526
MICHAEL FARRIN LANE
IAR
1962918
Nicholas Albert Marchegiano
IAR
7317032
John Spina
IAR
7852365
CHARLES JOSEPH MATTHEWS
IAR
6495085
Jake Flannery
IAR
7613466
DUANE MITCHELL OAKES
IAR
4289046
ANDREW CHARLES ROTH
IAR
5984589
Robert W Jones
IAR
8078381
Joseph Manuel De Los Santos Morris
IAR
6964867
Maxwell Davis Seeber
IAR
7847988
Patrick Joseph Troy
IAR
8108835
Brendan James McCabe
IAR
6977529
MATTHEW MCCLOSKEY
IAR
2753170
Joseph James McLaughlin
IAR
8119710
Kristin Conlon
IAR
7966233
Eric Martinez
IAR
7801835
KARIM MICHAEL OUAZZI
IAR
4448409