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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 | 2024-12-21 |
Branch Locations
Lafayette Hill, PA • United States
One Freedom Valley Drive, Oaks, PA 19456 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sei Investments | Oaks | PA | 10/2024 | Present |
| Sei Investments | Oaks | PA | 10/2021 | 10/2024 |
| Greenprints Design Studio | Philadelphia | PA | 05/2017 | 10/2021 |
| Pan-American Behavioral Health | Philadelphia, Pa | PA | 05/2019 | 08/2020 |
| Whitemarsh Valley Country Club | Lafayette Hill | PA | 05/2018 | 08/2019 |
| Student | Chestnut Hill/Pittsburgh | PA | 08/2013 | 12/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-20 |
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