# EDGAR Filing Document

**Accession Number:** 0000350894
**File Stem:** 0000350894-25-000088
**Filing Date:** 2025-7
**Character Count:** 12213
**Document Hash:** 23844478aba93a8ce221ff4b55a4015a
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000350894-25-000088.hdr.sgml**: 20250701

**ACCESSION NUMBER**: 0000350894-25-000088

**CONFORMED SUBMISSION TYPE**: 8-K

**PUBLIC DOCUMENT COUNT**: 16

**CONFORMED PERIOD OF REPORT**: 20250630

**ITEM INFORMATION**: Regulation FD Disclosure

**ITEM INFORMATION**: Financial Statements and Exhibits

**FILED AS OF DATE**: 20250701

**DATE AS OF CHANGE**: 20250701

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** SEI INVESTMENTS CO
- **CENTRAL INDEX KEY:** 0000350894
- **STANDARD INDUSTRIAL CLASSIFICATION:** SECURITY BROKERS, DEALERS & FLOTATION COMPANIES [6211]
- **ORGANIZATION NAME:** 09 Crypto Assets
- **EIN:** 231707341
- **STATE OF INCORPORATION:** PA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 8-K
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 000-10200
- **FILM NUMBER:** 251094328

**BUSINESS ADDRESS:**
- **STREET 1:** 1 FREEDOM VALLEY DRIVE
- **CITY:** OAKS
- **STATE:** PA
- **ZIP:** 19456-1100
- **BUSINESS PHONE:** 6106761000

**MAIL ADDRESS:**
- **STREET 1:** 1 FREEDOM VALLEY DRIVE
- **CITY:** OAKS
- **STATE:** PA
- **ZIP:** 19456-1100

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** SEI INVESTMENT CO
- **DATE OF NAME CHANGE:** 20040806

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** SEI CORP
- **DATE OF NAME CHANGE:** 19920703

?xml version='1.0' encoding='ASCII'? seic-20250630

**UNITED STATES**

**SECURITIES AND EXCHANGE COMMISSION**

**Washington, D.C. 20549**

________________________________________

**FORM 8-K** 

________________________________________

**CURRENT REPORT**

**PURSUANT TO SECTION 13 OR 15(D)**

**OF THE SECURITIES EXCHANGE ACT OF 1934**

**June 30, 2025** 

**Date of report (Date of earliest event reported)**

________________________________________

![SEILogo.jpg](seic-20250630_g1.jpg)

________________________________________

**SEI INVESTMENTS COMPANY** 

**(Exact name of registrant as specified in its charter)**

________________________________________

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| | | |
|:---|:---|:---|
| **Pennsylvania** | **0-10200** | **23-1707341** |
| **(State or Other Jurisdiction**<br>**of Incorporation)** | **(Commission<br>File Number)** | **(I.R.S. Employer<br>Identification No.)** |

---

**1 Freedom Valley Drive** 

**Oaks, Pennsylvania 19456** 

**(Address of Principal Executive Offices and Zip Code)**

**(610) 676-1000** 

**(Registrant's Telephone Number, Including Area Code)**

________________________________________

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

**Securities registered pursuant to Section 12(b) of the Act:**

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| | | |
|:---|:---|:---|
| **Title of each class** | **Trading Symbol** | **Name of each exchange on which registered** |
| Common Stock, par value $0.01 per share | SEIC | The NASDAQ Stock Market LLC |

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Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

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**Item 7.01. Regulation FD Disclosure.**

On July 1, 2025, SEI Investments Company (the "Company") and Aquiline Capital Partners LP ("Aquiline"), a private investment firm specializing in financial services and technology, announced the close of Aquiline's acquisition of the Company's Family Office Services business effective June 30, 2025. The definitive agreement for the sale to Aquiline was previously disclosed on February 27, 2025.

A copy of the Company's press release related to the announcement is furnished as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated herein by reference.

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. The information furnished pursuant to Item 7.01 and Exhibit 99.1 hereof is not intended to, and does not, constitute a determination or admission by the Company that such information is material or complete, or that investors should consider this information before making an investment decision with respect to any security of the Company.

This Current Report on Form 8-K and press release filed as Exhibit 99.1 contain forward-looking statements within the meaning or the rules and regulations of the United States 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." SEI's forward-looking statements include its's current expectations as to the degree to which Aquiline will continue to enhance the Archway Platform, drive industry adoption, and enable Archway's clients' success.

You should not place undue reliance on the forward-looking statements, as they are based on the current beliefs and expectations of SEI's management and subject to significant risks and uncertainties, many of which are beyond the control of SEI's management and are subject to change. Although SEI's management believes the assumptions upon which it bases SEI's forward-looking statements are reasonable, they could be inaccurate.

Some of the additional risks and important factors that could cause actual results to differ from those described in SEI's forward-looking statements can be found in the "Risk Factors" section of SEI's Annual Report on Form 10-K for the year ended Dec. 31, 2024, filed with the United States Securities and Exchange Commission.

**Item 9.01.**&nbsp;&nbsp;&nbsp;&nbsp;**Financial Statements and Exhibits.** 

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| | |
|:---|:---|
| <u>Exhibit No.</u> | <u>Description</u> |
| 99.1 | <u>[Press Release of SEI Investments Company dated July 1, 2025](fos_aquilinecloserls6302.htm)</u> |
| 104 | Cover Page Interactive Data File (embedded within the Inline XBRL document) |

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**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.

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| | | | |
|:---|:---|:---|:---|
| | | SEI INVESTMENTS COMPANY | SEI INVESTMENTS COMPANY |
| Date: | July 1, 2025 | By: | /s/ Sean J. Denham |
|  |  |  | Sean J. Denham<br>Chief Financial and Operating Officer |

---

## Exhibit 99.1

![](fos_aquilinecloserls6302001.jpg)

&nbsp;&nbsp;&nbsp;&nbsp;© 2025 SEI® 1 Company Contact: Media Contact: Annabel Greenberg Anthony Silverman Aquiline Apella Advisors +44 7717-252-307 +44 7818-036-579 agreenberg@aquiline.com aquiline@apellaadvisors.com Leslie Wojcik Kerry Mullen SEI Vested +1 610-676-4191 +1 917-765-8720 lwojcik@seic.com kerry@fullyvested.com Pages: 2 FOR IMMEDIATE RELEASE Aquiline Completes Acquisition of SEI's Family Office Services Business PHILADELPHIA and OAKS, Pa., July 1, 2025 – Aquiline, a private investment firm specializing in financial services and technology, and SEI® (NASDAQ:SEIC) today announced the close of Aquiline's acquisition of SEI's Family Office Services business. Effective June 30, the business will now operate under the name Archway and deliver integrated technology and outsourced services that support the accounting, investment management, and reporting needs of family offices and financial intermediaries. Vincenzo La Ruffa, Managing Partner at Aquiline, said: "The intricate nature of many family offices requires a robust infrastructure that can support the complexity of their wealth and investments. For decades, the Archway PlatformSM has streamlined investment management, operations, and reporting functions to enable efficiency and growth. We are excited to invest in Archway to support the continued success of their clients. SEI's depth of expertise across the financial services industry has been invaluable throughout this process." Sandy Ewing, Former Head of SEI's Family Office Services business, added: "Aquiline and SEI share a commitment to transforming client experiences through comprehensive technology solutions that deliver powerful financial insights. We are proud to have delivered best-in- class services to family offices through both the scale of our business and Archway's capabilities. We are confident Aquiline will continue to enhance the Archway Platform, drive industry adoption, and enable Archway's clients' success." Press release.

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![](fos_aquilinecloserls6302002.jpg)© 2025 SEI® 2 The Archway Platform is a market-leading solution designed to streamline operations and deliver sophisticated financial reporting for ultra-high-net-worth families. As of March 31, 2025, the platform supported $733 billion in assets.1 Morgan Stanley & Co. LLC served as financial advisor to Aquiline, and Ropes & Gray LLP served as legal counsel to Aquiline. Holland & Knight served as legal counsel to SEI. 1Assets on platform is not indicative of potential revenue. About Aquiline Aquiline Capital Partners LP ("Aquiline") is a private investment firm based in New York, London, and Philadelphia, that is dedicated to financial services and technology. As of March 31, 2025, Aquiline has approximately $12 billion of assets under management and has deployed approximately $7.4 billion of capital across the firm's three strategies in private equity, venture, and credit. For more information about Aquiline, its investment professionals, and its portfolio companies, visit www.aquiline.com. About SEI® SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry. SEI tailors its solutions and services to help clients more effectively deploy their capital—whether that's money, time, or talent—so they can better serve their clients and achieve their growth objectives. As of March 31, 2025, SEI manages, advises, or administers approximately $1.6 trillion in assets. For more information, visit seic.com. Forward-looking statements This release contains forward-looking statements within the meaning or the rules and regulations of the United States 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." SEI's forward-looking statements include its's current expectations as to the degree to which Aquiline will continue to enhance the Archway Platform, drive industry adoption, and enable Archway's clients' success. You should not place undue reliance on SEI's forward-looking statements in this release, as they are based on the current beliefs and expectations of SEI's management and subject to significant risks and uncertainties, many of which are beyond the control of SEI's management and are subject to change. Although SEI's management believes the assumptions upon which it bases SEI's forward-looking statements are reasonable, they could be inaccurate. Some of the additional risks and important factors that could cause actual results to differ from those described in SEI's forward-looking statements can be found in the "Risk Factors" section of SEI's Annual Report on Form 10-K for the year ended Dec. 31, 2024, filed with the United States Securities and Exchange Commission. ###

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