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SEI Investments Company

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CRD: 105146

In network coverage since August 19, 2026 · 7 stories

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Oct 21, 26Fund launchBasic Capital · SEI Trust Company · The Carlyle Group — coverage

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SEI to build CITs carrying Carlyle private equity for Basic Capital plans

The first trust will blend public equity with Carlyle private equity and is designed to sit inside a participant's existing large-cap equity allocation.

Practice management · Sep 23Consolidation stalls on the calendar and the calculator, not the client

Retirement Advisers · Sep 23Advisers say they ask for more assets; 71% of clients say they were never asked

Investments · Sep 14Great Gray rents the diligence half of its private markets CITs

RIA · Sep 11Clients keep the wallet until the tax saving gets a number

Investments · Sep 1Constitution's Horizon CIT puts PE on the 401(k) menu

M&A · Aug 19Stratos Wealth's 12th SEI-era deal adds $400M Illinois partner

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SEI to build CITs carrying Carlyle private equity for Basic Capital plans