Sei Private Trust Company (Oaks)

Name: Sei Private Trust Company
Address: One Freedom Valley Drive, Oaks, PA, 19456
Telephone: 610-676-1000

Sei Private Trust Company is a large advisory firm based in Oaks. It manages $298.36 million of regulatory assets for 594 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Delaware and Pennsylvania.

Sei Private Trust Company provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sei Private Trust Company: assets under management

The assets under management (AUM) of Sei Private Trust Company is $298.36 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $85.16 million in discretionary accounts and $213.2 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $367.09 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $588.94 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sei Private Trust Company for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Sei Private Trust Company

George Joseph Brabson has served as the Chief Investment Officer since 1 May 2003. Lydia Gavalis joined the executive team most recently as the General Counsel.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Sei Investments Company	Shareholder	1 Jan 2001	75% - 100%	23-1707341
Mark Edward Nagle	President and ceo	1 Jan 2001	Other	2410213
George Joseph Brabson	Chief investment officer	1 May 2003	Other	1626022
Michelle A Gallagher	Compliance officer	1 May 2003	Other	4367325
Lydia Gavalis	General counsel	1 Mar 2004	Other	4868555

Based in Oaks

The principal office where Sei Private Trust Company performs its advisory services is located at One Freedom Valley Drive, Oaks, PA 19456, which is also the mailing address of the firm. An additional office of the firm is in Wilmington, DE. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 610-676-1000 or by fax 610-676-1040. The normal business hours are 8:30 - 5:30 on Monday - Friday. You can find more information about the New York firm at www.seic.com.