SEI expands SEC-registered transfer agency services for retail-distributed funds

• SEI launched an expanded, SEC-registered transfer agency, SEI Transfer Agency and Registry Services, to serve retail-distributed registered funds.
• Platform targets U.S. traditional managers, alternative managers, broadening coverage to semi-liquid vehicles such as interval funds, tender offer funds, BDCs.
• Service also adds support for ’34 Act registered 3(c)(7) funds, using core technology from Envision Financial Systems.
• Builds on its institutional transfer agency business, which services more than 1,100 funds with $395 billion in AUM.
• Expansion positions SEI for rising demand in semi-liquid alternatives, which exceeded $530 billion in net assets by end-2025.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. SEI Investments Company published the original content used to generate this news brief via PR Newswire (Ref. ID: PH94558) on June 30, 2026, and is solely responsible for the information contained therein.