OAKS, PA — SEI (NASDAQ: SEIC) and Carlyle (NASDAQ: CG) expanded their partnership to develop private market investment solutions for wealth and retirement investors as demand for alternative assets continues growing across advisory and retirement channels.
The firms said the enhanced relationship will focus on broadening access to institutional-style private market strategies, including model portfolios and defined contribution retirement offerings.
The partnership builds on an existing multi-year relationship centered on fund administration and technology services.
SEI and Carlyle said the collaboration combines Carlyle’s private markets investment platform with SEI’s research, implementation, and client servicing capabilities.
Michael Lane, head of asset management at SEI, said financial advisors and investors continue seeking simpler ways to incorporate private market exposure into portfolios.
“One of the most common questions we hear from clients is how to allocate to private markets,” Lane said. “Our objective with Carlyle is to help simplify that decision by providing more streamlined access to a broader range of strategies.”
Jeff Nedelman, Carlyle’s co-president and global head of client business, said the firms are targeting growing demand for private market investments among individual investors and retirement savers.
“This partnership reflects the increasing role of private markets across the wealth and retirement landscape,” Nedelman said.
SEI reported approximately $1.9 trillion in assets under management, administration, or advisement as of March 31, 2026.
Carlyle managed $477 billion in assets as of December 31, 2025, across its private equity, credit, and investment solutions businesses.
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