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, California, 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 $10 million to $282 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 | Los Angeles Philharmonic Association (LAP) | 501(c)(3) | Los Angeles, CA | ||
| 3 | Marvin M. Schwan Charitable Foundation | 501(c)(3) | Earth City, MO | ||
| 4 | Benjamin Rose Institute | 501(c)(3) | Cleveland, OH | ||
| 5 | Excela Health | 501(c)(3) | Greensburg, PA | ||
| 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 Principal, Raymond James and Associates, Kestra Advisory Services LLC, Merrill Lynch, Alerus Financial, N.a., Fidelity, Matrix Trust Company, TD Ameritrade, Massachusetts Mutual Life Ins Company, and State Street Bank and Trust.
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