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 $11 million to $275 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 | Independence Public Media of Philadelphia | 501(c)(3) | Philadelphia, PA | ||
| 2 | Marvin M. Schwan Charitable Foundation | 501(c)(3) | Earth City, MO | ||
| 3 | Jewish Federation of Broward County (JFBC) | 501(c)(3) | Davie, FL | ||
| 4 | Excela Health | 501(c)(3) | Greensburg, PA | ||
| 5 | Benjamin Rose Institute | 501(c)(3) | Cleveland, OH | ||
| 6 | Capital Health | 501(c)(3) | Trenton, NJ | ||
| 7 | Carle Health Methodist Hospital | 501(c)(3) | Urbana, IL | ||
| 8 | Firelands Regional Medical Center | 501(c)(3) | Sandusky, OH | ||
| 9 | Baptist Health System | 501(c)(3) | Jacksonville, FL | ||
| 10 | Peter Kiewit Foundation | 501(c)(3) | Omaha, NE | ||
| ... | and 33 more Sei Investments not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Sei Investments in the nonprofit sector include Massachusetts Mutual Life Insurance Co., Newport Trust Company, Comerica Bank, Charles Schwab Bank, Principal Financial Group, Vanguard Group, Inc., Planpilot, LLC, Regions Bank, RBC Wealth Management, and Morgan Stanley Smith Barney LLC.
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