SEI Investments Management Corp
3 more funds, 91 more corporate plans and 3 more commitment rows
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Who backs this manager
| Allocator | Rows | Re-ups | Disclosed $ | Buckets | First | Latest |
|---|---|---|---|---|---|---|
| Harry C Trexler Estate | 3 | 0 | Real estate, Private equity, Private credit | Mar 31, 2025 | Mar 31, 2025 | |
| Potomac Health Foundation | 3 | 0 | Private equity, Private credit, Real estate | Dec 31, 2024 | Dec 31, 2024 |
Funds on the tape
- SEI CORE PROPERTY FUND1 row
- SEI GLOBAL PRIVATE ASSETS V LP1 row
- SEI SPECIAL SITUATIONS FUND LTD1 row
+3 more funds on the tape
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled. A card is taken when the trial starts.
Corporate and Taft-Hartley plans (Schedule C)
- Cape Regional Health System, Inc. Pension Planplan years
- Ardagh North America Retirement Income Planplan years
- Penske Cash Balance Benefit Planplan years
+91 more corporate plans name this manager on Schedule C
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled. A card is taken when the trial starts.
Commitment rows
| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Mar 31, 2025 | Harry C Trexler Estate | SEI CORE PROPERTY FUND | Real estate | $10.3M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | Harry C Trexler Estate | SEI VISTA FUND | Private equity | $7.6M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | Harry C Trexler Estate | SEI SPECIAL SITUATIONS FUND | Private credit | $7.6M held | Disclosed holding | apps.irs.gov |
+3 more commitment rows
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled. A card is taken when the trial starts.
What changed
- SEI Investments no longer appears on PHH Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with SEI Investments Management Corpaskebsa.dol.gov
- SEI Investments Management Corp appears on Minor League Players Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with SEI Investments Management Corpaskebsa.dol.gov
- SEI - Private Trust Co. no longer appears on Plumbers & Pipefitters Local No 189 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with SEI Investments Management Corpaskebsa.dol.gov
SEI Investments Management Corp is the same institution as 4 records in Private Equity, Real Estate: Funds, RIA and Wealth and Private Credit.
DFX found 4 relationships across 4 datasets
Which record it is in each graph, what it is called there, and how the two were matched.
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Checking your plan…
SEI Investments Management Corp sits on 31 traced paths of capital across the graphs.
DFX traced 31 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
7 days of DFX Intelligence free, then $199/month unless canceled. A card is taken when the trial starts.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
Checking your plan…
Record history
- Merged in2026-09-21
- Merged in2026-09-21
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+122 connections on the graph
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