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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 | 2026-02-27 |
| NJ | RA | APPROVED | 2026-02-25 |
Branch Locations
One Freedom Valley Drive, Oaks, PA 19456 • United States
Wayne, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hennion & Walsh, Inc. | Parsippany | NJ | 11/2013 | 06/2021 |
| Blackrock | New York | NY | 06/2021 | 05/2025 |
| Blackrock Investments, Llc | New York | NY | 07/2021 | 05/2025 |
| Goldman Sachs & Co. Llc | New York | NY | 05/2025 | 02/2026 |
| Sei Investments | Oaks | PA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-11 |
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