SEIC supply chain intelligence for SEI Investments Company: verified suppliers, customers, debt relationships, acquisitions, and ownership data.
Data compiled by Redley Lamar · ChainSifter Intelligence
SEI Investments Company (SEIC) is shown with relationship data already present in ChainSifter's database. Counts below come from stored supply-chain records and filing/source URLs where available; missing source URLs are not filled in or estimated.
| Ticker | Name | Confidence | Evidence |
|---|---|---|---|
| STRATOS-WEALTH-HOLDINGS | STRATOS-WEALTH-HOLDINGS | 85% | s segment. Average assets under management in equity and fixed income programs, excluding LSV, increased $27.1 billion, or 15%, to $206.6 billion in the first three months of 2026 as compared to $179… |
| CASH-FLOWS-SEI-INVESTMENTS-COMPANY | CASH-FLOWS-SEI-INVESTMENTS-COMPANY | 62% | 58,125 $ 737,020 $ ( 38,540 ) $ — $ 2,257,852 The accompanying notes are an integral part of these consolidated financial statements. 6 Consolidated Statements of Cash Flows SEI Investments Company (… |
| COMPREHENSIVE-INCOME-SEI-INVESTMENTS-COMPANY | COMPREHENSIVE-INCOME-SEI-INVESTMENTS-COMPANY | 62% | Item 1. Financial Statements. 2 Consolidated Balance Sheets (Unaudited) -- March 31, 2026 and December 31, 2025 2 Consolidated Statements of Operations (Unaudited) -- For the Three Months Ended March… |
| EQUILUS-GROUP | EQUILUS-GROUP | 62% | Complaint vigorously. At this stage of the litigation, the Company is not reasonably able to provide an estimate of loss, if any, with respect to the matters set forth in the Hall Complaint. United K… |
| EQUILUS-GROUP-EQUILUS-CAPITAL-PARTNERS-LLC | EQUILUS-GROUP-EQUILUS-CAPITAL-PARTNERS-LLC | 62% | Complaint vigorously. At this stage of the litigation, the Company is not reasonably able to provide an estimate of loss, if any, with respect to the matters set forth in the Hall Complaint. United K… |
| EQUILUS-GROUP-INC | EQUILUS-GROUP-INC | 62% | Complaint vigorously. At this stage of the litigation, the Company is not reasonably able to provide an estimate of loss, if any, with respect to the matters set forth in the Hall Complaint. United K… |
| EQUITY-SEI-INVESTMENTS-COMPANY | EQUITY-SEI-INVESTMENTS-COMPANY | 62% | Item 1. Financial Statements. 2 Consolidated Balance Sheets (Unaudited) -- March 31, 2026 and December 31, 2025 2 Consolidated Statements of Operations (Unaudited) -- For the Three Months Ended March… |
| EUROPE-LIMITED | EUROPE-LIMITED | 62% | hnology disruption, software defects, and development or implementation delays; • Earnings volatility and cash flow exposure, including reliance on LSV Asset Management and strategic investments; • I… |
| GUERNSEY-LIMITED | GUERNSEY-LIMITED | 62% | ents - Guernsey Limited, a provider of custody, administration and reporting services that is regulated by the Guernsey Financial Services Commission. In addition to the regulatory authorities listed… |
| OPERATIONS-SEI-INVESTMENTS-COMPANY | OPERATIONS-SEI-INVESTMENTS-COMPANY | 62% | toward purchase consideration $ 48,804 $ — Reconciliation of Cash, cash equivalents and cash and cash equivalents held at consolidated variable interest entities to the Consolidated Balance Sheets: M… |
| OVERVIEW-CONSOLIDATED-SUMMARY-SEI-INVESTMENTS-CO | OVERVIEW-CONSOLIDATED-SUMMARY-SEI-INVESTMENTS-CO | 62% | used to settle obligations of the LSV GEMNF and are not available for use by the Company to the extent they are held by non-controlling interests. Any debt or liabilities of the LSV GEMNF have no rec… |
| RENAISSANCE-INVESTMENT-GROUP-LLC | RENAISSANCE-INVESTMENT-GROUP-LLC | 62% | r foreign countries or jurisdictions. Further, in connection with our strategic investment in Stratos, we own 57.5% of the holding company that holds the equity of Stratos Wealth Securities, LLC, a l… |
| SEI-INSTITUTIONAL-TRANSFER-AGENT-INC | SEI-INSTITUTIONAL-TRANSFER-AGENT-INC | 62% | hnology disruption, software defects, and development or implementation delays; • Earnings volatility and cash flow exposure, including reliance on LSV Asset Management and strategic investments; • I… |
| SEI-INVESTMENTS-DISTRIBUTION-CO | SEI-INVESTMENTS-DISTRIBUTION-CO | 62% | hnology disruption, software defects, and development or implementation delays; • Earnings volatility and cash flow exposure, including reliance on LSV Asset Management and strategic investments; • I… |
| SEI-INVESTMENTS-MANAGEMENT-CORPORATION | SEI-INVESTMENTS-MANAGEMENT-CORPORATION | 62% | hnology disruption, software defects, and development or implementation delays; • Earnings volatility and cash flow exposure, including reliance on LSV Asset Management and strategic investments; • I… |
| SEI-PRIVATE-TRUST-COMPANY | SEI-PRIVATE-TRUST-COMPANY | 62% | hnology disruption, software defects, and development or implementation delays; • Earnings volatility and cash flow exposure, including reliance on LSV Asset Management and strategic investments; • I… |
| SEI-TRUST-COMPANY | SEI-TRUST-COMPANY | 62% | hnology disruption, software defects, and development or implementation delays; • Earnings volatility and cash flow exposure, including reliance on LSV Asset Management and strategic investments; • I… |
| STRATOS-INVESTMENT-MANAGEMENT-LLC | STRATOS-INVESTMENT-MANAGEMENT-LLC | 62% | r foreign countries or jurisdictions. Further, in connection with our strategic investment in Stratos, we own 57.5% of the holding company that holds the equity of Stratos Wealth Securities, LLC, a l… |
| STRATOS-NSC-HOLDINGS | STRATOS-NSC-HOLDINGS | 62% | indirectly owning 100.0 % of the outstanding equity of SEI-Eclipse. 24 The Company accounted for the Stratos Acquisition as a business combination using the acquisition method of accounting in accord… |
| STRATOS-US-HOLDINGS | STRATOS-US-HOLDINGS | 62% | indirectly owning 100.0 % of the outstanding equity of SEI-Eclipse. 24 The Company accounted for the Stratos Acquisition as a business combination using the acquisition method of accounting in accord… |
| STRATOS-WEALTH-ADVISORS-LLC | STRATOS-WEALTH-ADVISORS-LLC | 62% | r foreign countries or jurisdictions. Further, in connection with our strategic investment in Stratos, we own 57.5% of the holding company that holds the equity of Stratos Wealth Securities, LLC, a l… |
| STRATOS-WEALTH-ENTERPRISES-LLC | STRATOS-WEALTH-ENTERPRISES-LLC | 62% | indirectly owning 100.0 % of the outstanding equity of SEI-Eclipse. 24 The Company accounted for the Stratos Acquisition as a business combination using the acquisition method of accounting in accord… |
| STRATOS-WEALTH-PARTNERS-LTD | STRATOS-WEALTH-PARTNERS-LTD | 62% | r foreign countries or jurisdictions. Further, in connection with our strategic investment in Stratos, we own 57.5% of the holding company that holds the equity of Stratos Wealth Securities, LLC, a l… |
| STRATOS-WEALTH-SECURITIES-LLC | STRATOS-WEALTH-SECURITIES-LLC | 62% | r foreign countries or jurisdictions. Further, in connection with our strategic investment in Stratos, we own 57.5% of the holding company that holds the equity of Stratos Wealth Securities, LLC, a l… |
| Instrument | Description | Confidence | Evidence |
|---|---|---|---|
| SEIC-DEBT | Debt stack $33.0M | 90% | Market cache reports total debt of $33.0M. |
| Holder | Name | Confidence | Evidence |
|---|---|---|---|
| SEIC-OWNER-MORGAN-STANLEY | MORGAN STANLEY | 90% | 13F overlay lists MORGAN STANLEY as top holder; 570 tracked holders. |