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, Illinois, and New Jersey (although they are present in other states as well).
Most Sei Investments clients are health and welfare funds, hospitals, and grantmaking foundations with revenues ranging from $14 million to $161 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 Miami Foundation | 501(c)(3) | Miami, FL | ||
| 2 | Independence Public Media of Philadelphia | 501(c)(3) | Philadelphia, PA | ||
| 3 | Los Angeles Philharmonic Association (LAP) | 501(c)(3) | Los Angeles, CA | ||
| 4 | Northwest Community Hospital (NCH) | 501(c)(3) | Arlington Heights, IL | ||
| 5 | Marvin M. Schwan Charitable Foundation | 501(c)(3) | Earth City, MO | ||
| 6 | The Children's Institute of Pittsburgh | 501(c)(3) | Pittsburgh, PA | ||
| 7 | Benjamin Rose Institute on Aging | 501(c)(3) | Cleveland, OH | ||
| 8 | Excela Health | 501(c)(3) | Greensburg, PA | ||
| 9 | Capital Health | 501(c)(3) | Trenton, NJ | ||
| 10 | Methodist Medical Center of Illinois | 501(c)(3) | Peoria, IL | ||
| ... | and 34 more Sei Investments not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Sei Investments in the nonprofit sector include Capital Research and Management Company, Voya Retirement Insurance and Annuity Co., Benefit Plans Admin Services, Inc., Ubs Financial Services, Inc., State Street Global Advisors, Capfinancial Partners, LLC, Global Retirement Partners LLC, Kestra Advisory Services LLC, Matrix Trust Company, and Alerus Financial, N.a..
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