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© 2022 SEI 1 SEI Appendix E Form ADV
Articles in this issue
Cover
SIMC Form ADV Part 2A - Institutional Group - March 31, 2022
Item 4 – Advisory Business
Item 5 – Fees and Compensation
Item 6 – Performance Based Fees and Side-By-Side Management
Item 7 – Types of Clients
Item 8 – Methods of Analysis, Investment Strategies and Risk of Loss
Item 9 – Disciplinary Information
Item 10 – Other Financial Industry Activities and Affiliations
Item 11 – Code of Ethics, Participation or Interest in Client Transactions and Personal Trading
Item 12 – Brokerage Practices
Item 13 – Review of Accounts
Item 14 – Client Referrals and Other Compensation
Item 15 – Custody
Item 16 – Investment Discretion
Item 17 – Voting Client Securities
Item 18 – Financial Information
SIMC Form ADV Part 2B Institutional Group June 30 2022.pdf
Michael Allen
Evan Ambrogi
David Aniloff
Richard Bamford
Doug Barbagallo
Eugene Barbaneagra
Patrick Blizzard
Brian Bono
Elizabeth Breaden
Jacob Bucha
Michael Burke
Joseph Busillo
McBee Butcher
Dale Campbell
Kevin Chriske
Jason Collins
Joseph Comras
Heather Corkery
Justin Day
Nicholas DiDonato
Anthony DiOstilio
Marissa DiPalo
Stephen Dolce
Jonathan Dwyer
Nathaniel Eichert
Mohamed El Kourdi
Charles Esposito
Christopher "Cory" Furlong
Terrence Gerlich
Benjamin Gialloreto
Casey Gillespie
Peter J. Glennon
John V. Hagan III
Vivian Han Estadt
Glenn S. Harris
John Hart
Thomas Harvey
David Hintz
Bryan Hoffman
Michael Holtsberg
Erin Hueber
Michael Kelly
Radoslav Koitchev
Daisy Lac
Scott Latsko
John Lau
James Lockwood
Ryan Marcante
James Mashiter
Tyler Mehallick
Ryan Merritt
Roger Messina
Ioan Mirciov
Amy Modica
Mark T. Morgan
Scott Moyer
Joseph Mukurazita
Kathleen Oldfield
Dylan Olsson
Kathleen Parisi
Vaishvee Patel
Arthur Patten
Alfred Pierce
James Pinto
Jennifer Podder
Astrid E. M. Rau
Jeffrey Roche
Suzanne Rokosny
Timothy Sauermelch
Michael Schafer
Amanda Schalich
Anna Semenova
Deborah J. Shmalcs
Sean Simko
James Smigiel
James Solloway
Michael Swann
Philip Terrenzio
Steven Treftz
Jacob L. Tshudy
Catherine Von Alst
Jonathan Waite
Ryan Wall
Amanda Warren
Debra Weinstein
Agnieszka Wysocki
Tianyu Xu
David Zhang
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