SEI Investments
1968
FOUNDED
PUBLIC
STATUS
1K-5K
EMPLOYEES
SEIC
STOCK SYMBOL
13
INVESTMENTS
$62.80
SHARE PRICE
(As of Monday Closing)
Description
SEI Investments provides investment processing, management, and operations services to financial institutions, asset managers, asset owners, and financial advisors in four material segments: private banks, investment advisors, institutional investors, and investment managers. SEI also has a minority interest in LSV Asset Management, a value equity asset manager with over $96 billion in AUM. As of Dec. 31, 2018, SEI (including LSV) manages, administers, or advises on over $880 billion in assets.
Ownership Status
Publicly Held
Financing Status
Formerly VC-backed
Primary Industry
Asset Management
Other Industries
Financial Software
Stock Exchange
NAS
Primary Office
- 1 Freedom Valley Drive
- Oaks Village, PA 19456
- United States
+1 (800) 000-0000
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SEI Investments Stock Performance
| 52 wk Range | Market Cap | Prev. Close | EPS | Average Volume | Shares |
|---|---|---|---|---|---|
| $46.60 - $67.14 | $9.4B | $63.71 | $3.20 | 560K | 150M |
SEI Investments Financials Summary
|
In Thousands,
USD |
TTM
30-Sep-2019
|
FY 2018
31-Dec-2018
|
FY 2017
31-Dec-2017
|
FY 2016
31-Dec-2016
|
|---|---|---|---|---|
| Enterprise Value | 8,282,046 | 6,415,050 | 10,649,580 | 7,253,063 |
| Revenue | 1,631,717 | 1,624,167 | 1,526,552 | 1,401,545 |
| EBITDA | 679,016 | 679,141 | 626,349 | 576,532 |
| Net Income | 488,723 | 505,868 | 404,389 | 333,817 |
| Total Assets | 2,040,605 | 1,971,668 | 1,853,369 | 1,636,823 |
| Total Debt | 45,704 | 0 | 30,000 | 0 |
Public Fundamental Data provided by Morningstar, Inc.
disclaimer
SEI Investments Valuation and Funding
| Deal Type | Date | Amount | Post-Val | Valuation/ EBITDA |
Debt | Status |
|---|
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Request full access to PitchBookSEI Investments Competitors (36)
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| The Blackstone Group | Corporation | New York, NY | 0000 | 00.000 | 00000000000 | 00.000 |
| 000000 000000 0000 | Formerly PE-Backed | New York, NY | 0000 | 00.000 | 000000000 | 00.000 |
| 00000000 00000000 | Corporation | Dallas, TX | 000 | 0000 | ||
| 00000 00000 | Corporation | Boston, MA | 0000 | 000000 - 000 | ||
| 000 0000000000 000 | Corporate Backed or Acquired | Boston, MA | 0000 | 000000&0 |
SEI Investments Investments & Acquisitions (13)
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| 000000 | 21-Sep-2018 | 00000 00000 00 | 000 | Financial Software | 00000 0000000 |
| 00000000 000000000 | 29-May-2018 | 000000000000000000 | Consulting Services (B2B) | 00000 0000000 | |
| 0000000000 000000 | 02-Apr-2018 | 000000000000000000 | 0000 | Consulting Services (B2B) | 000000 0000 00. |
| 00000 000000000000 | 31-Dec-2017 | 0000 | Other Communications and Networking | ||
| Anika Therapeutics | 21-Dec-2017 | PIPE | Personal Products |
SEI Investments Exits (5)
| Company Name | Exit Date | Exit Type | Exit Size | Status | Buyers |
|---|---|---|---|---|---|
| 000000 | 21-Sep-2018 | 00000 00000 00 | 000 | Completed |
|
| 000000 | 05-Jun-2017 | 00000 00000 00 | 00.000 | Completed |
|
| 00000000000 000000 | 31-Dec-2008 | 00000 00000 00 | 000 | Completed |
|
| 0000000 | 12-Feb-2001 | 00000 00000 00 | 00.000 | Completed |
|
| Baring Asset Management Korea | 04-Feb-1999 | Buyout/LBO | 00.00 | Completed |
|
SEI Investments Subsidiaries (1)
| Company Name | Industry | Location | Founded |
|---|---|---|---|
| 000 0000000 | Financial Software | Indianapolis, IN | 0000 |
SEI Investments Executive Team (79)
20 Former Executives
You’re viewing 5 of 79 executives. Get the full list »SEI Investments Board Members (3)
| Name | Representing | Role | Since | Contact Info |
|---|---|---|---|---|
| Alfred West Jr. | SEI Investments | Chief Executive Officer & Chairman | 000 0000 | |
| Carmen Romeo | SEI Investments | Board Member | 000 0000 | |
| Sarah Blumenstein | SEI Investments | Board Member | 000 0000 |