Sei is a firm that provides investment management, fiduciary trustee, commercial bank, third party administration, and financial advisor to nonprofit clients. They primarily provide their services regionally, with most clients in California and Pennsylvania (although they are present in other states as well).
Most Sei clients are health and welfare funds, hospitals, and grantmaking foundations with revenues ranging from $14 million to $836 million.
Previous legal names, trade names, or just variations of their name include: Sei Trust Company.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | The Miami Foundation | 501(c)(3) | Miami, FL | ||
| 2 | Latin American Youth Center | 501(c)(3) | Washington, DC | ||
| 3 | NDSU Foundation | 501(c)(3) | Fargo, ND | ||
| 4 | UND Alumni Association and Foundation | 501(c)(3) | Grand Forks, ND | ||
| 5 | Loyola University Chicago (LUC) | 501(c)(3) | Chicago, IL | ||
| 6 | Independence Public Media Foundation | 501(c)(3) | Philadelphia, PA | ||
| 7 | Doylestown Hospital | 501(c)(3) | Doylestown, PA | ||
| 8 | Los Angeles Philharmonic Association (LA Phil) | 501(c)(3) | Los Angeles, CA | ||
| 9 | Oklahoma State Fair | 501(c)(3) | Oklahoma City, OK | ||
| 10 | Jewish Federation of Greater Seattle | 501(c)(3) | Seattle, WA | ||
| ... | and 44 more Sei not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Sei in the nonprofit sector include Fiduciary Investment Advisors, Minnesota Life Insurance Company, RBC Capital Markets, Voya Retirement Insurance and Annuity Co., Benefit Plans Admin Services, Inc., US Bank, Oneamerica Retirement Services LLC, Capfinancial Partners, LLC, Paychex, Inc., and State Street Global Advisors.
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