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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 | 2026-04-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sei Investments | Oaks | PA | 08/2009 | Present |
Limerick Tax Collector, Non-investment related 646 W. Ridge Pike Limerick PA 19468 Real Estate Property Tax Collection Property Tax Collector No relation to other business, elected position, independent contractor 2013 Start Date Less than 10 hours monthly Zero hours devoted to other business during securities trading hours Collect payments, remit payments, file monthly reports to township, county & school district
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 2025-12-19 |
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