Sei Investments Company
SEI Investments Company is a corporation incorporated in Pennsylvania, United States, under registration number 313011, and its status with the Pennsylvania Department of State is recorded as active. The company was incorporated on November 18, 1968, and its common stock trades on the Nasdaq Global Select Market under the ticker symbol SEIC.
SEI Investments Company provides financial technology, operations outsourcing and asset management services connecting the investment advice, asset management and investment-operations markets. Its business is organized into five reportable segments: Private Banks, Investment Advisors, Institutional Investors, Investment Managers, and Investments in New Businesses. For the fiscal year ended December 31, 2025, on a consolidated basis, SEI Investments Company reported total revenues of approximately $2.30 billion and net income of approximately $715.3 million, with diluted earnings per share of $5.63. By segment, Investment Managers generated the largest share of revenue at approximately $815.0 million, followed by Investment Advisors at approximately $577.4 million, Private Banks at approximately $572.9 million, Institutional Investors at approximately $282.5 million, and Investments in New Businesses at approximately $49.5 million, the last of which reported an operating loss of approximately $10.7 million for the year.
In the fourth quarter of 2025, SEI Investments Company completed the first and largest closing of its previously announced investment in Stratos Wealth Holdings, a network of affiliated registered investment adviser and broker-dealer businesses, for approximately $440.8 million funded from balance-sheet cash; as of November 2025, Stratos managed approximately $38.4 billion in client assets. As of year-end 2025, SEI Investments Company reported that it manages, advises or administers approximately $1.8 trillion in client assets across its business lines.
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Shareholders
3
SEI Investments Company’s profile card lists three institutional holders drawn from fund-level ownership data (Vanguard Group Inc., an Invesco exchange-traded fund, and a Brown Advisory fund). Its most recent definitive proxy statement (DEF 14A, filed April 14, 2025, record date March 20, 2025) discloses beneficial ownership above 5% under SEC rules, which differs from fund-level snapshots because it aggregates voting and dispositive power, including family and trust holdings. As a Nasdaq-listed company, SEI Investments Company’s disclosed ownership base is dispersed among institutional investors and members of the founding West family; percentages change over time as a result of share repurchases and periodic trading.
Major shareholders (proxy statement, record date March 20, 2025)
- Loralee West – 12,600,349 shares (10.0%)
- The Vanguard Group, Inc. – 11,888,519 shares (9.5%)
- William M. Doran – 9,174,922 shares (7.3%)
- Loomis, Sayles & Company, L.P. – 8,862,150 shares (7.0%)
- Alfred P. West, Jr. (founder) – 3,717,286 shares (3.0%), including shares held in trust and via the West Family Foundation
Ultimate beneficial ownership
No single disclosed holder’s stake reaches a level that would establish a controlling ultimate beneficial owner under a standard 25% threshold. SEI Investments Company is widely held, with institutional investors and members of the West family among its largest disclosed shareholders; no verified UBO can be established from the available filings.
Data availability
Major shareholders only: as a Nasdaq-listed issuer, SEI Investments Company discloses beneficial owners of more than 5% of its common stock through SEC filings and proxy statements, but complete shareholder registers below that threshold are not publicly available, and disclosed percentages are only current as of each filing’s record date.
Sources
- SEI Investments Company DEF 14A Proxy Statement, filed April 14, 2025, SEC EDGAR
- SEC EDGAR company filings, CIK 0000350894
| Shareholder | Type | Holding | Source Document |
|---|---|---|---|
| Vanguard Group Inc | 15.4% | Pennsylvania Department of State | |
| Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Quality ETF | 1.3% | Pennsylvania Department of State | |
| Brown Advisory Fds-Brown Advisory Beutel Goodman Large Cap Value Fd | 1.2% | Pennsylvania Department of State |
Officers
5
SEI Investments Company’s profile card lists Ryan P. Hicke as Chief Executive Officer alongside four other senior executives, out of 22 officer records shown. Effective January 1, 2026, founder Alfred P. West, Jr., who led the company as Chief Executive Officer for 54 years after incorporating it in 1968, retired from his role as Executive Chairman and stepped down as Chairman of the Board, transitioning to the honorary position of Chairman Emeritus. Carl Guarino was named incoming Chairman of the Board effective the same date. The underlying appointment and biographical information for current executives is drawn from SEI Investments Company’s SEC filings and proxy statements as of April 2025, updated for the board leadership change announced in December 2025.
Recent officer changes
- Alfred P. West, Jr. retired as Executive Chairman and Chairman of the Board effective January 1, 2026, becoming Chairman Emeritus, a lifelong honorary appointment (source: SEI Investments Company press release, December 17, 2025).
- Carl Guarino was appointed incoming Chairman of the Board of SEI Investments Company effective January 1, 2026 (source: SEI Investments Company press release, December 17, 2025).
Data availability
Partial: SEI Investments Company discloses its executive officers and board members, including appointment context for senior leadership changes, in SEC filings, proxy statements and official press releases. Nationality is not disclosed, consistent with standard practice for U.S. Nasdaq-listed issuers.
Sources
- SEI Investments Company press release, December 17, 2025, ir.seic.com
- SEI Investments Company DEF 14A Proxy Statement, filed April 14, 2025, SEC EDGAR
Group Structure
SEI Investments Company’s profile card indicates it sits at the top of its corporate structure, with no parent company, and lists 41 subsidiary entities across 6 jurisdictions. Exhibit 21 to its Form 10-K for the fiscal year ended December 31, 2025 (filed February 23, 2026) lists a broader set of direct and indirect subsidiaries spanning additional jurisdictions not reflected in the summary count, including Ireland, Luxembourg, Guernsey, India and Switzerland, alongside existing operations in the United States, United Kingdom, Canada, the Cayman Islands, Hong Kong and South Africa. Following the December 2025 acquisition of Stratos Wealth Holdings, the group also added a set of Ohio-registered Stratos entities. Ownership percentages for individual subsidiaries are not disclosed in Exhibit 21.
Verified corporate relationships
| Entity | Country | Relationship | Ownership | Status | Information date |
|---|---|---|---|---|---|
| SEI Investments Distribution Co. | United States (Pennsylvania) | Direct subsidiary | Not disclosed | Active | Feb 23, 2026 |
| SEI Investments Management Corporation | United States (Delaware) | Direct subsidiary | Not disclosed | Active | Feb 23, 2026 |
| SEI Trust Company | United States (Pennsylvania) | Direct subsidiary | Not disclosed | Active | Feb 23, 2026 |
| LSV Asset Management | United States (Delaware) | Subsidiary | Not disclosed | Active | Feb 23, 2026 |
| SEI Investments Global Fund Services Ltd. | Ireland | Subsidiary | Not disclosed | Active | Feb 23, 2026 |
| SEI Investments (Europe) Limited | United Kingdom | Subsidiary | Not disclosed | Active | Feb 23, 2026 |
| SEI Investments (Asia) Limited | Hong Kong | Subsidiary | Not disclosed | Active | Feb 23, 2026 |
| Stratos Wealth Partners, Ltd. | United States (Ohio) | Subsidiary (acquired December 2025) | Not disclosed | Active | Feb 23, 2026 |
Recent structural changes
- SEI Investments Company completed the first and largest closing of its acquisition of Stratos Wealth Holdings for approximately $440.8 million in the fourth quarter of 2025, funded from balance-sheet cash, bringing a network of Ohio-registered registered-investment-adviser and broker-dealer affiliated entities into the group (source: SEI Investments Company Fourth-Quarter 2025 Financial Results press release, January 28, 2026).
Data availability
Partial: Exhibit 21 to SEI Investments Company’s Form 10-K lists the names and jurisdictions of consolidated subsidiaries but does not disclose ownership percentages for individual entities.
Sources
- SEI Investments Company Form 10-K, Exhibit 21 (Subsidiaries of the Registrant), filed February 23, 2026, SEC EDGAR
- SEI Investments Company Fourth-Quarter 2025 Financial Results press release, January 28, 2026, ir.seic.com
Sei Investments Company
United States
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Frequently Asked Questions
What does Sei Investments Company do?
SEI Investments Company provides financial technology, operations outsourcing and asset management services organized into five reportable segments: Private Banks, Investment Advisors, Institutional Investors, Investment Managers, and Investments in New Businesses.
Who owns Sei Investments Company?
Major disclosed holders per the April 2025 proxy statement (record date March 20, 2025): Loralee West 10.0%, The Vanguard Group 9.5%, William M. Doran 7.3%, Loomis, Sayles & Company 7.0%; founder Alfred P. West, Jr. held 3.0%.
Who is Sei Investments Company's UBO (Ultimate Beneficial Owner)?
No verified ultimate beneficial owner identified; ownership is dispersed among institutional investors and members of the founding West family.
What is Sei Investments Company's company registration number?
Sei Investments Company's registration number is 313011, filed with Pennsylvania Department of State in United States. Its current status on the register is active.
Is Sei Investments Company still an active company?
Sei Investments Company's status on Pennsylvania Department of State is listed as active.
When was Sei Investments Company incorporated?
Sei Investments Company was incorporated on 18 November 1968, according to Pennsylvania Department of State.
What is Sei Investments Company's registered address?
The registered address on file for Sei Investments Company is United States.
What is Sei Investments Company's revenue?
Approximately $2.30 billion in total consolidated revenue and $715.3 million in net income for the fiscal year ended December 31, 2025, with diluted EPS of $5.63.
Is Sei Investments Company listed on a stock exchange?
Nasdaq Global Select Market, ticker symbol SEIC.
Who are the officers/directors of Sei Investments Company?
Founder Alfred P. West, Jr. retired as Executive Chairman and Chairman of the Board effective January 1, 2026, becoming Chairman Emeritus; Carl Guarino became incoming Chairman of the Board the same date.
Does Sei Investments Company have a parent company or subsidiaries?
Exhibit 21 to the FY2025 Form 10-K lists direct and indirect subsidiaries across the United States, Ireland, United Kingdom, Luxembourg, Guernsey, India, Switzerland, Canada, the Cayman Islands, Hong Kong and South Africa, including Stratos Wealth Partners, Ltd. and related Ohio entities acquired in December 2025.
Can Zavia monitor changes to Sei Investments Company's ownership over time?
This profile reflects a point-in-time snapshot from Pennsylvania Department of State. Zavia's monitoring API can track changes to Sei Investments Company's registered shareholders, officers, and group structure going forward, flagging updates as they're filed rather than requiring a manual recheck.
Can I access Sei Investments Company's data through an API?
Yes. Zavia's API connects directly to official government ownership registries across 195 countries and territories, including United States, so records like Sei Investments Company's registration, shareholder, UBO, and group-structure data can be queried programmatically instead of viewed one page at a time.
Where does this company information come from, and how current is it?
This record is sourced directly from Pennsylvania Department of State and was last synced on 11 August 2026.