SEI Investments Company announced a broadened partnership with Carlyle that expands private‑market access for its wealth and retirement clients. The new collaboration builds on a multi‑year relationship that has focused on fund administration and technology enablement, and it combines Carlyle’s private‑market expertise with SEI’s research, implementation and client‑delivery capabilities.
Under the expanded agreement, SEI and Carlyle will jointly develop private‑market solutions that include model portfolio design and defined‑contribution channel offerings. The partnership is intended to give advisors and plan sponsors streamlined access to a wider array of private‑market strategies, potentially creating new fee revenue streams and deepening client relationships.
The move aligns with SEI’s broader platform evolution strategy, which seeks to integrate technology, custody and investment management into a unified offering. It also follows SEI’s strong Q1 2026 results, in which revenue rose 13% to $622.2 million and diluted earnings per share climbed 20% to $1.40, driven by record sales activity and margin expansion.
Carlyle, which had $477 billion of assets under management as of December 31 2025, is actively expanding its wealth channel and has launched new private‑market strategies. The firm’s Q1 2026 earnings are scheduled for release on May 7 2026.
Management highlighted the strategic rationale behind the partnership. Michael Lane, Head of Asset Management at SEI, said, "One of the most common questions we hear from clients is how to allocate to private markets. Our objective with Carlyle is to help simplify that decision by providing more streamlined access to a broader range of strategies." Jeff Nedelman, co‑president and global head of client business at Carlyle, added, "This partnership reflects the increasing role of private markets across the wealth and retirement landscape. SEI brings a deep understanding of this ecosystem, and we look forward to continuing our work together to support greater participation in private markets for individual investors." CEO Ryan Hicke described the quarter as a "defining quarter for SEI," noting that the strategic and operating changes made the firm capable of delivering on a sustained basis.
The partnership positions both firms to capture the growing demand for private‑market exposure among wealth and retirement clients, and it reinforces SEI’s commitment to expanding its private‑market footprint while leveraging Carlyle’s global reach.
revised_sentiment_rating":3} }
The content on EveryTicker is for informational purposes only and should not be construed as financial or investment advice. We are not financial advisors. Consult with a qualified professional before making any investment decisions. Any actions you take based on information from this site are solely at your own risk.