SEI

Profile

SEI is a financial services firm headquartered in Oaks, Pennsylvania, founded in 1968. Known for its broad portfolio construction and asset allocation capabilities, SEI has expanded into innovative investment solutions like the SEI Carlyle Private Markets Fund. With over 4,900 employees globally and approximately $2 trillion in assets under management, SEI focuses on delivering technology-driven investment management and operational services. The team comprises experts in structured finance, among other areas, allowing SEI to offer diversified investment opportunities.

SEI invests across multiple sectors, including private equity, private credit, real estate, and alternative asset classes such as CLOs. Their strategies integrate both broad and niche market exposures, catering to a global clientele across North America, Europe, and Asia. SEI's collaboration with firms like Carlyle and TCW highlights its approach to combining internal capabilities with external partnerships to create innovative financial products. Their investment approach spans from series A to late-stage opportunities, with an approximate check size inferred in the range of $1-5 to $50-100 million based on fund strategies.

Notable investments by SEI include structured credit products, private equity funds, and real asset ventures, leveraging partnerships with established players like Carlyle. This unique approach allows SEI to provide clients with a comprehensive suite of private market strategies through professionally managed funds, marking them as a key player in the financial services industry.