SEI Private Trust Company
Oaks, PA
IDRSSD: 2973386
Total Assets
$250.34M
Latest filing
Total Deposits
$500.00k
Latest filing
Net Interest Margin
4.46%
Profitability
Locations
Main office and branches. Select to view on the map.
Main Office
SEI Private Trust Company
1 Freedom Valley Dr
Oaks, PA 19456
Full Service - Brick and Mortar
Updated 11/14/2025Established 01/02/2001FDIC Certificate 78856
Branches (0)
Page 1 of 1| Name | Address | City / State | ||
|---|---|---|---|---|
| No branch data available. | ||||
| SEI Private Trust Company (Main) | 1 Freedom Valley Dr | Oaks, PA | ||
Quarterly Trends
Tooltip shows Quarter only. Download buttons export the chart only (CSV/PNG with white background).
Total Assets vs Total Liabilities
Loans & Leases vs Deposits
Interest Income vs Expense
Net Interest Income
Noninterest Expense vs Income
Net Income
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Institution Profile
| Institution Class | Federal savings banks, federal charter, supervised by the OCC or (pre-2011) OTS |
| Primary Regulator | OCC |
| Established Date | 01/02/2001 |
| Community Bank | No |
| Ownership Type | Not Mutual |
| ZIP | 19456 |
| State and County Number | 42091 |
| Subchapter S Corporations | No |
| Trust Powers | Full Trust Powers Granted |
| Federal Reserve ID Number | 03 |
| Numeric code | 33 |
| Insured by FDIC | Institutions that are currently open and insured by the FDIC |
| Federal Reserve District | New York |
| Core Based Statistical Area Name | Philadelphia-Camden-Wilmington, PA-NJ-DE-MD |
Operational Info
| Number of Employees | 735 |
| Domestic Offices | 1 |
| Foreign Offices | 0 |
| US Offices | 0 |
| Directly owned by another bank (CERT) | No |
| Last Structure Change Effective Date | 08/31/2022 |
| Date of Deposit Insurance | 01/02/2001 |
| Primary Insurance Agency | DIF |
| Website | www.seic.com |
| Data Updated | 11/14/2025 |
| CERT | 35388 |
| Office of The Comptroller District: | — |
| Office of Thrift Supervision Region | N/A |
Financial Summary
| Total Assets | $250.34M |
| Total Deposits | $500.00k |
| Total Liabilities | $18.27M |
| Total Equity Capital | $232.07M |
| Net Income | $28.04M |
| Net Loans and Leases | $0 |
| Assets Per Employee ($Millions) | $0.35M |
| Bank Premises and Fixed Assets | $1.06M |
| Cash and Balances due from Depository Institutions | $819.00k |
| Deposits Held in Domestic Offices | $500.00k |
Key Performance Ratios
| Return on Assets (ROA) | 43.05% |
| Return on Equity (ROE) | 46.13% |
| Net Interest Margin | 4.46% |
| Efficiency Ratio | 59.17% |
| Tier 1 Risk-Based Capital Ratio | 332.841% |
| Net Loans and Leases to Core Deposits | 0% |
| Credit Loss Provision to Assets | 0% |
| Cash Dividends to Net Income (YTD Only) | 0% |
| Equity Capital to Assets | 92.703% |
| Earning Assets to total Assets | 72.33% |
Income and Expense
| Total Interest Income | $2.16M |
| Total Noninterest Income | $90.42M |
| Total Interest Expense | $5.00k |
| Total Noninterest Expense | $54.78M |
| Net Interest Income | $2.15M |
| Pre-tax Net Operating Income | $37.80M |
| Provision for Credit Losses | $0 |
| Discontinued Operations (Extraordinary Gains - Net) | $0 |
Additional Financial Info
| Goodwill and Other Intangibles | $0 |
| All Other Assets | $0 |
| Other Real Estate Owned | $0 |
| Other borrowed funds | $0 |
| Federal Funds Sold & Reverse Repurchase Agreement | $0 |
| Federal Funds Purchased and Repurchased Agreement | $0 |
| All Other Liabilities | $17.77M |
| Total Liabilities and Capital | $250.34M |
Securities
| Securities | $181.07M |
| Available-for-sale debt securities | $167.82M |
| Equity securities with readily determinable fair values not held for trading | $0 |
| Held-to-maturity securities | $0 |
| Subordinated Debt | $0 |
| Trading Account Assets | $0 |
| Trading Liabilities | $0 |
Frequently Asked Questions
What are the total assets of SEI Private Trust Company?
$250.34M as of the latest filing.
How much are SEI Private Trust Company's total deposits?
$500.00k in total deposits.
Where is SEI Private Trust Company located?
Oaks, PA.
What is the Net Interest Margin?
4.46%.
How many domestic offices does it operate?
1.
When was it established?
01/02/2001.
What is the Return on Assets (ROA)?
43.05%.
How much are total loans and leases?
$0 (latest filing).
What is the total interest income (latest filing)?
$2.16M.