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Sei Investments Management Corp CRD 105146
$216B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One Freedom Valley Drive, Oaks, PA 19456 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-08-01 |
| NY | RA | APPROVED | 2024-07-30 |
| ID | RA | APPROVED | 2020-01-30 |
| CA | RA | APPROVED | 2020-01-29 |
| PA | RA | APPROVED | 2020-01-29 |
| WA | RA | APPROVED | 2020-01-29 |
Branch Locations
One Freedom Valley Drive, Oaks, PA 19456 • United States
1700 7Th Avenue Suite 2210, Seattle, WA 98101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Huntington Steele Llc | Seattle | WA | 05/2003 | 01/2020 |
| Sei Investments Management Corp | Oaks | PA | 04/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-11-12 |
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