SI
SEI INVESTMENTS MANAGEMENT CORP
SEC RegisteredOAKS, PAhttps://seic.com610-676-1000
Assets Under Management
$25B+
Employees
434
Office Locations
4 offices
Total Accounts
112627
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthInvestment CompaniesPooled VehiclesPension/Profit SharingCharitable OrganizationsState/MunicipalInsurance Companies
Services
Private funds / alternatives
Hedge
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 110,959 | $47.7B |
| High Net Worth Individuals | 726 | $5.0B |
| Investment Companies | 93 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 18 | $45.2B |
| Charitable Organizations | 343 | $9.6B |
| State/Municipal Entities | 465 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Edward Doyle Loughlin
SENIOR VICE PRESIDENT
Llc Simc Holding
SHAREHOLDER
Sei Investments Company
MEMBER
Joseph Paul Ujobai
SENIOR VICE PRESIDENT
Wayne Montgomery Withrow
SENIOR VICE PRESIDENT
Norman Jeffrey Klauder
SENIOR VICE PRESIDENT
Kevin Patrick Barr
PRESIDENT
Kathy Ann Heilig
TREASURER/CONTROLLER
Office locations
4 offices in 3 states
PA
OAKSHQ
LONDON
IL
CHICAGO
WA
SEATTLE
Advisors at this firm
33 advisors in the directory
Fakhri Shirazi Abdullayev
Investment Adviser Representative
James Francis Agasar
Investment Adviser Representative
Robert Lawson Ainsworth
Investment Adviser Representative
Megan Ann Allen
Investment Adviser Representative
Christopher Francis Arizin
Investment Adviser Representative
Luke Arizin
Investment Adviser Representative
Brian Ronald Barone
Investment Adviser Representative
Timothy James Black
Investment Adviser Representative
Adam Todd Booz
Investment Adviser Representative
Tyler Andrew Cashiola
Investment Adviser Representative
Andrew John Chipego
Investment Adviser Representative
Alexander Cohen
Investment Adviser Representative
Alexander Roman Deciantis
Investment Adviser Representative
Erich Anthony Holland
Investment Adviser Representative
Robert M Hum
Investment Adviser Representative
Andrew Humphrey
Investment Adviser Representative
Kristin Anne Josephs
Investment Adviser Representative
Anna Kim
Investment Adviser Representative
Jason Anthony Kolenda
Investment Adviser Representative
Melissa Marie Kretschmer
Investment Adviser Representative
Henry Andrew Kulik
Investment Adviser Representative
Michael Farrin Lane
Investment Adviser Representative
Nicholas Albert Marchegiano
Investment Adviser Representative
Aaron Roger McInerney
Investment Adviser Representative
Steven Ryan Miller
Investment Adviser Representative
Florence Mwaura
Investment Adviser Representative
Larissa Alejandra Noble
Investment Adviser Representative
Austin Paxton
Investment Adviser Representative
Nathaniel Jermaine Poole
Investment Adviser Representative
Michelle Elizabeth Rohrbach
Investment Adviser Representative
Andrew Charles Roth
Investment Adviser Representative
Andrew D Waters
Investment Adviser Representative
Arthur Fulton Worthington
Investment Adviser Representative
Regulatory & compliance
CRD number
#105146
SEC Number
801-24593
Disciplinary History
Yes
Fee Model & Minimums
Model: AUM / Flat Fee / Performance-based
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
seic.comPhone
610-676-1000Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SEI INVESTMENTS MANAGEMENT CORP has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.