Sei Private Trust Company (Oaks)

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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. 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

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.

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