Sei Global Services, Inc.
$118M reported client assets across 2 advisory firms in FY2025 annual amendments
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Innovative Asset Advisors Group, Llc | $95.1M | $298M | 31.9% | 03/19/2026 |
| Newmile Capital Llc | $22.5M | $294M | 7.7% | 03/27/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.