Sei Investments Company
$2.5B reported client assets across 6 advisory firms in FY2025 annual amendments
Reported client assets over time
Same-firm comparison: 5 firms that reported Sei Investments Company in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2017, 2018, 2019, 2020 are shown but partial — only FY2017: 1 cohort firms, FY2018: 2 cohort firms, FY2019: 2 cohort firms, FY2020: 2 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Bmo Asset Management Corp. | $1.7B | $6.2B | 26.9% | 03/31/2026 |
| Ciccarelli Advisory Services Inc | $358M | $1.6B | 22.6% | 11/13/2025 |
| Gates Pass Advisors, Llc | $190M | $208M | 91.7% | 03/26/2026 |
| Periope, Lc | $177M | $177M | 100.0% | 02/27/2026 |
| Open Field Capital Llc | $81.6M | $208M | 39.2% | 03/30/2026 |
| Parvin Asset Management, Llc | $29.8M | $179M | 16.6% | 03/30/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.