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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 | 2026-06-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Susquehanna International Group Of Companies | Bala Cynwyd | PA | 10/2021 | 07/2022 |
| Sei Investments | Oaks | PA | 07/2019 | 10/2021 |
| Susquehanna University | Selinsgrove | PA | 08/2015 | 05/2019 |
| Susquehanna University | Selinsgrove | PA | 01/2018 | 05/2019 |
| Susquehanna University | Oaks | PA | 10/2016 | 05/2019 |
| Nbc Sports | Philadelphia | PA | 06/2018 | 08/2018 |
| Janney Montgomery Scott Llc | Philadelphia | PA | 02/2023 | 10/2024 |
| Archer Ims | Berwyn | PA | 07/2022 | 02/2023 |
| Janney Montgomery Scott Llc | Philadelphia | PA | 10/2024 | 06/2026 |
| Sei Investments Co. | Oaks | PA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-21 |
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