#United States #BlackRock #Oaks #SEI Access #Bank Managers

SEI Access Welcomes New Fund Managers

In a significant move within the financial services landscape, SEI® (NASDAQ: SEIC) has announced the addition of 17 new fund managers to its SEI Access™ platform, aimed at providing a comprehensive investment experience focused on alternative investments. This expansion includes notable firms such as BlackRock, Hamilton Lane, Invesco, and KKR, along with several other key industry players.

The SEI Access platform, which was launched to facilitate access to private markets, aims to enhance the investment journey for wealth managers and financial advisors. SEI's Senior Vice President and Head of SEI Access, Kevin Crowe, emphasized the escalating demand for personalized investment choices and outlined how the SEI Access ecosystem can meet these evolving needs. Crowe stated, “The demand for personalization, choice, and an end-to-end investment experience continues to increase, and our ecosystem provides both expanded distribution opportunities for fund managers and broader access to private markets for wealth managers and advisors.”

The newly added fund managers include:

• - Alumni Ventures LLC
• - Center Street Lending
• - Crescent Capital Group
• - Easterly Asset Management
• - FS Investments
• - Inland Real Estate Investment Corporation
• - Kingbird Investment Management
• - MDS Energy Development
• - NeutralPathway Capital Management
• - Peachtree Group
• - Tectonic Investors
• - WhiteHawk Income Corporation

This addition is part of SEI's ongoing strategy to create more direct connections between fund managers and wealth professionals, allowing for a streamlined approach to investing in alternative assets. With SEI Access continuing to grow, the service provides a public market experience within a private market sphere, enabling registered investment advisors, wealth managers, and broker-dealers access to a diverse array of alternative investment products across different asset classes.

Since its inception in 2019, SEI Access has made substantial strides, reportedly reaching over 23,500 subscriptions and processing transactions exceeding $5.1 billion in alternatives. This illustrates the robust interest among financial professionals for expanded options in the realm of alternative investments.

About SEI

SEI, known for its leadership in financial technology and asset management services, custom-tailors solutions to effectively support clients in optimizing the deployment of their capital, whether it be financial resources, human capital, or technological assets. As of June 30, 2025, SEI manages, advises, or administers approximately $1.7 trillion in assets, providing a solid foundation for its clients to achieve significant growth goals.

SEI Access™ Overview

SEI Access™ is more than just a platform; it's a complete service designed to improve product selection and the overall investment experience for registered investment advisors and broker-dealers. The service offers alternative fund managers enhanced distribution capabilities and simplifies the subscription process through a seamless digital workflow, integrating electronic documents and e-signature functionalities for swift and secure transaction handling.

With the increasing complexity of investment needs and the substantial shifts in market demands, SEI Access stands out as a critical hub for financial advisors seeking to navigate the alternative investment landscape more effectively. The overarching goal remains clear: to match the evolving demand for diverse investment solutions with resourceful, accessible platforms that empower clients to invest efficiently and wisely.