---
schema_version: "secwatch.filing_event.v1"
accession: "0000350894-25-000123"
form_type: "8-K"
ticker: "SEIC"
cik: "0000350894"
company_name: "SEI INVESTMENTS CO"
filed_at: "2025-12-03T23:59:59+00:00"
generated_at: "2026-05-16T15:32:27.633571+00:00"
event_type: "m_and_a"
sentiment: "neutral"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

# SEI completes $440.8M first-stage acquisition of Stratos Wealth Holdings' U.S. business

## Summary
- SEI-Eclipse Holding Company bought Stratos' U.S. operations for approximately $440.8 million, ~81% of total deal value.
- Second stage to acquire Mexico-based NSC business expected to close in 2026, pending regulatory approvals.
- Definitive agreement for the overall transaction was previously announced on July 18, 2025.
- Strategic investment expands SEI's presence in the wealth management advisor-support market.

## SEC filing metadata
- accession: 0000350894-25-000123
- form_type: 8-K
- ticker: SEIC
- cik: 0000350894
- company_name: SEI INVESTMENTS CO
- filed_at: 2025-12-03T23:59:59+00:00
- event_type: m_and_a
- sentiment: neutral
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/350894/000035089425000123/0000350894-25-000123-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/350894/000035089425000123/seic-20251203.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000350894-25-000123
- JSON: https://secwatch.observer/filing/0000350894-25-000123.json
- Plain text: https://secwatch.observer/filing/0000350894-25-000123.txt

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