tamp

SEI Investments Company

In network coverage since August 19, 2026 · 7 stories

1Deals on our tracker

Deal recordFull tracker →

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

Network coverage

investments

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

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