---
schema_version: "secwatch.filing_event.v1"
accession: "0000350894-25-000092"
form_type: "8-K"
ticker: "SEIC"
cik: "0000350894"
company_name: "SEI INVESTMENTS CO"
filed_at: "2025-07-18T23:59:59+00:00"
generated_at: "2026-05-18T05:52:00.248828+00:00"
event_type: "m_and_a"
sentiment: "neutral"
materiality_score: 0.5
calibrated_materiality_score: 0.5
confidence: "high"
source: SEC EDGAR
---

# SEI to invest ~$527M for 57.5% of Stratos Wealth Holdings

## Summary
- Total cash consideration of approximately $527.0 million for 57.5% equity stake in newly formed entity.
- U.S. Stratos business (~80% of value) expected to close H2 2025; Mexico-based NSC in H1 2026.
- Legacy equity holders retain 42.5%; three put/call options at 36, 54, 72 months could lead to 100% ownership.
- Transaction subject to regulatory approvals and other customary closing conditions.
- Company states the investment is not a significant acquisition or material to operations or financial results.

## SEC filing metadata
- accession: 0000350894-25-000092
- form_type: 8-K
- ticker: SEIC
- cik: 0000350894
- company_name: SEI INVESTMENTS CO
- filed_at: 2025-07-18T23:59:59+00:00
- event_type: m_and_a
- sentiment: neutral
- materiality_score: 0.5
- calibrated_materiality_score: 0.5
- confidence: high
- sec_items: 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/350894/000035089425000092/0000350894-25-000092-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/350894/000035089425000092/seic-20250717.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000350894-25-000092
- JSON: https://secwatch.observer/filing/0000350894-25-000092.json
- Plain text: https://secwatch.observer/filing/0000350894-25-000092.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.