Sei Investments / Sei Financial Services Co
$2.4M reported client assets across 1 advisory firms in FY2021 annual amendments
Reported client assets over time
$2.4M
$2.4M
2018
2021
Same-firm comparison: 1 firms that reported Sei Investments / Sei Financial Services Co in both FY2020 and FY2021 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.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Naples Asset Management Co., Llc | $2.4M | $235M | 1.0% | 01/18/2022 |
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.