SEI Investments Co. Files 8-K Report
Ticker: SEIC · Form: 8-K · Filed: Jan 14, 2025 · CIK: 350894
Sentiment: neutral
Topics: financial-statements, disclosure
Related Tickers: SEIC
TL;DR
SEI Investments Co. filed an 8-K on Jan 14, 2025, mostly for financial docs.
AI Summary
On January 14, 2025, SEI Investments Co. filed an 8-K report. The filing primarily concerns financial statements and exhibits, along with a Regulation FD Disclosure. No specific financial figures or material events were detailed in the provided excerpt.
Why It Matters
This filing indicates SEI Investments Co. is providing updated financial information and disclosures to the SEC, which is important for investors to monitor the company's financial health and regulatory compliance.
Risk Assessment
Risk Level: low — The filing is a routine disclosure of financial statements and exhibits, not indicating any immediate adverse events.
Key Players & Entities
- SEI INVESTMENTS CO (company) — Registrant
- 0000350894-25-000007 (filing_id) — Accession Number
- January 14, 2025 (date) — Filing Date
- Pennsylvania (location) — State of Incorporation
- 1 Freedom Valley Drive Oaks, Pennsylvania 19456 (address) — Principal Executive Offices
FAQ
What is the primary purpose of this 8-K filing by SEI Investments Co.?
The filing is primarily for Regulation FD Disclosure and to provide Financial Statements and Exhibits.
When was this 8-K report filed?
The report was filed on January 14, 2025.
What is the exact name of the registrant as specified in its charter?
The exact name of the registrant is SEI INVESTMENTS COMPANY.
In which state was SEI Investments Co. incorporated?
SEI Investments Co. was incorporated in Pennsylvania.
What is the address of SEI Investments Co.'s Principal Executive Offices?
The address is 1 Freedom Valley Drive, Oaks, Pennsylvania 19456.
Filing Stats: 855 words · 3 min read · ~3 pages · Grade level 13.3 · Accepted 2025-01-14 12:37:41
Key Financial Figures
- $0.01 — ich registered Common Stock, par value $0.01 per share SEIC The NASDAQ Stock Market
Filing Documents
- seic-20250114.htm (8-K) — 33KB
- seiinvestoroverviewjan20.htm (EX-99.1) — 23KB
- seic-20250114_g1.jpg (GRAPHIC) — 25KB
- seiinvestoroverviewjan20001.jpg (GRAPHIC) — 283KB
- seiinvestoroverviewjan20002.jpg (GRAPHIC) — 85KB
- seiinvestoroverviewjan20003.jpg (GRAPHIC) — 107KB
- seiinvestoroverviewjan20004.jpg (GRAPHIC) — 120KB
- seiinvestoroverviewjan20005.jpg (GRAPHIC) — 120KB
- seiinvestoroverviewjan20006.jpg (GRAPHIC) — 119KB
- seiinvestoroverviewjan20007.jpg (GRAPHIC) — 66KB
- seiinvestoroverviewjan20008.jpg (GRAPHIC) — 81KB
- seiinvestoroverviewjan20009.jpg (GRAPHIC) — 115KB
- seiinvestoroverviewjan20010.jpg (GRAPHIC) — 87KB
- seiinvestoroverviewjan20011.jpg (GRAPHIC) — 155KB
- seiinvestoroverviewjan20012.jpg (GRAPHIC) — 157KB
- seiinvestoroverviewjan20013.jpg (GRAPHIC) — 118KB
- seiinvestoroverviewjan20014.jpg (GRAPHIC) — 147KB
- seiinvestoroverviewjan20015.jpg (GRAPHIC) — 182KB
- seiinvestoroverviewjan20016.jpg (GRAPHIC) — 89KB
- seiinvestoroverviewjan20017.jpg (GRAPHIC) — 156KB
- seiinvestoroverviewjan20018.jpg (GRAPHIC) — 139KB
- 0000350894-25-000007.txt ( ) — 3452KB
- seic-20250114.xsd (EX-101.SCH) — 2KB
- seic-20250114_lab.xml (EX-101.LAB) — 21KB
- seic-20250114_pre.xml (EX-101.PRE) — 12KB
- seic-20250114_htm.xml (XML) — 3KB
01. Regulation FD Information
Item 7.01. Regulation FD Information. SEI Investments Company (the "Company"), is furnishing the SEI Investor Overview issued on January 14, 2025 as Exhibit 99.1 to this Current Report on Form 8-K. As provided in General Instruction B.2 to Form 8-K, the information furnished pursuant to Item 7.01 and Exhibit 99.1 hereof shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, nor shall it be deemed incorporated by reference in any filing with the Securities and Exchange Commission, except as shall be expressly provided by specific reference in such filing. This Current Report on Form 8-K and the Exhibits hereto may contain forward looking statements within the meaning or the rules and regulations of the Securities and Exchange Commission. In some cases you can identify forward-looking statements by terminology such as may'', will'', expect'', believe'' and continue'' or appear.'' Our forward-looking statements include our current expectations with respect to: the market trends that we believe exist and the opportunities that these conditions may afford us, whether we turn challenges into opportunities, meaningfully engage clients and employees, drive mutual growth, or leverage our financial strength, our ability to expand our relationships and revenue opportunities with new and existing clients, the margins that our businesses may generate and the degree to which our reported margins will decline, increase or normalize, the strategic initiatives and business segments that we will pursue and those in which we will invest, our commitment to driving greater topline revenue growth and the success of such commitment, the success, if any, of the sales and strategic initiatives we pursue, the competitive differentiators of our business units, whether we will focus on maintaining and accelerating growth in existing businesses, expanding our focus on new growth engines, or reinvigorating our culture and talent str
01. Financial Statements and Exhibits
Item 9.01. Financial Statements and Exhibits. Exhibit No. Description 99.1 SEI Investor Overview 104 Cover Page Interactive Data File (embedded within the Inline XBRL document)
SIGNATURES
SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. SEI INVESTMENTS COMPANY Date: January 14, 2025 By: /s/ Sean J. Denham Sean J. Denham Chief Financial Officer