Sei Investments Guernsey Limited
$5.1B reported client assets across 2 advisory firms in FY2025 annual amendments
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Brown Advisory Ltd. | $2.9B | $26.6B | 10.8% | 03/30/2026 |
| W1 M Wealth Management Limited | $2.2B | $24.8B | 8.9% | 03/31/2026 |
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.