Sei Investments is a firm that provides investment management, financial advisor, commercial bank, fiduciary trustee, and administrative support to nonprofit clients. They primarily provide their services regionally, with most clients in Pennsylvania and New Jersey (although they are present in other states as well).
Most Sei Investments clients are health and welfare funds, grantmaking foundations, and hospitals with revenues ranging from $9.2 million to $288 million.
Previous legal names, trade names, or just variations of their name include: Sei Investments Company; Sei Investment Management Corporation; Sei Investment Management Corp.; and Sei Investment Management.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | The Children's Institute of Pittsburgh | 501(c)(3) | Pittsburgh, PA | ||
| 2 | Marvin M. Schwan Charitable Foundation | 501(c)(3) | Earth City, MO | ||
| 3 | Benjamin Rose Institute on Aging | 501(c)(3) | Cleveland, OH | ||
| 4 | Excela Health | 501(c)(3) | Greensburg, PA | ||
| 5 | Capital Health | 501(c)(3) | Trenton, NJ | ||
| 6 | Carle Health Methodist Hospital | 501(c)(3) | Urbana, IL | ||
| 7 | Baptist Health System | 501(c)(3) | Jacksonville, FL | ||
| 8 | Firelands Regional Medical Center | 501(c)(3) | Sandusky, OH | ||
| 9 | Penn Highlands Elk | 501(c)(3) | Saint Marys, PA | ||
| 10 | Peter Kiewit Foundation | 501(c)(3) | Omaha, NE | ||
| ... | and 30 more Sei Investments not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Sei Investments in the nonprofit sector include Minnesota Life Insurance Company, Cambridge Investment Research Inc, Capfinancial Partners, LLC, Healthcare Community Securities Cor, State Street Global Advisors, Oneamerica Retirement Services LLC, Capital Research and Management Company, Benefit Plans Admin Services, Inc., Ubs Financial Services, Inc., and Kestra Advisory Services LLC.
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