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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2025-01-10 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 01/2020 | 12/2022 |
| Yummy Bazaar | Cinnaminson | NJ | 07/2019 | 08/2019 |
| The Wharton Behavioral Lab | Philadelphia | PA | 01/2018 | 06/2019 |
| Afg Marketing | Philadelphia | PA | 05/2018 | 08/2018 |
| Unemployed | Philadelphia | PA | 09/2019 | 12/2019 |
| Unemployed | Philadelphia | PA | 02/2016 | 04/2018 |
| University Of Pennsylvania | Philadelphia | PA | 09/2014 | 05/2019 |
| Sei Investments | Oaks | PA | 04/2023 | Present |
| Unemployed | Philadelphia | PA | 12/2022 | 04/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 2020-03-05 |
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