secwatch.observer — SEC 8-K summary ====================================== Issuer: SEI INVESTMENTS CO (SEIC) CIK: 0000350894 Form: 8-K Filed at: 2025-07-01T23:59:59+00:00 Accession: 0000350894-25-000088 Event type: m_and_a Sentiment: neutral Materiality: 0.50 Item codes: 7.01, 9.01 LLM model: deepseek-v4-flash:cloud@v2 SEI closes sale of Family Office Services to Aquiline Capital Partners effective June 30, 2025 -------------------------------------------------------------------------------- - Transaction closed effective June 30, 2025; Aquiline Capital Partners acquires SEI's Family Office Services business. - Definitive agreement was previously disclosed on February 27, 2025; financial terms not disclosed in the filing. - Aquiline will continue enhancement of the Archway Platform and drive industry adoption per forward-looking statements. - SEI's CEO and CFO are not quoted; no guidance or material financial impact provided. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/350894/000035089425000088/0000350894-25-000088-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/350894/000035089425000088/seic-20250630.htm HTML page: https://secwatch.observer/filing/0000350894-25-000088 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer