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 (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 $10 million to $167 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 | Northwest Community Hospital (NCH) | 501(c)(3) | Arlington Heights, IL | ||
| 3 | Marvin M. Schwan Charitable Foundation | 501(c)(3) | Earth City, MO | ||
| 4 | The Children's Institute of Pittsburgh | 501(c)(3) | Pittsburgh, PA | ||
| 5 | Excela Health | 501(c)(3) | Greensburg, PA | ||
| 6 | Benjamin Rose Institute on Aging | 501(c)(3) | Cleveland, OH | ||
| 7 | Methodist Medical Center of Illinois | 501(c)(3) | Peoria, IL | ||
| 8 | Baptist Health System | 501(c)(3) | Jacksonville, FL | ||
| 9 | Firelands Regional Medical Center | 501(c)(3) | Sandusky, OH | ||
| 10 | Moravian University | 501(c)(3) | Bethlehem, PA | ||
| ... | and 31 more Sei Investments not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Sei Investments in the nonprofit sector include Voya Retirement Insurance and Annuity Co., Benefit Plans Admin Services, Inc., Capital Research and Management Company, Ubs Financial Services, Inc., State Street Global Advisors, Capfinancial Partners, LLC, Matrix Trust Company, Alerus Financial, N.a., Kestra Advisory Services LLC, and Global Retirement Partners LLC.
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