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BanksSei Private Trust Company

Sei Private Trust Company

OAKS, PASmallEst. Jan 2, 2001FDIC #35388RSSD #2973386OCC
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This quarter marks the 25-year anniversary of Sei Private Trust Company's 2001 charter. The bank currently ranks first on the US Banks with Highest Return on Assets (ROA) leaderboard. Sei Private Trust Company is an FDIC-insured commercial bank, in the Greater Philadelphia banking market. Sei Private Trust Company's Q1 2026 balance sheet shows $231M in assets funded primarily by $500K in customer deposits. Returns are notably above industry norms: 47.57% ROA, 55.31% ROE, and 3.68% NIM. Under the simplified Community Bank Leverage Ratio framework, leverage of 85.73% exceeds the 9% CBLR threshold. The bank operates from a single office.

Headquarters Profile

Address
1 Freedom Valley Dr, OAKS, PA 19456
County
Montgomery
Metro Area
PHILADELPHIA-CAMDEN-WILMINGTON, PA-NJ-DE-MD
Charter
Federal savings bank, federal charter, OCC-supervised (pre-2011 OTS)
Primary Regulator
OCC
Fed District
2
Established
January 2, 2001
Branches
1 domestic
Employees (FTE)
643
FDIC Cert
35388
Fed RSSD
2973386
Assets
$231M
Deposits
$500K
Loans
$0
Equity
$210M

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Quarterly trend — last 6 quarters

Quarter-over-quarter movement in the five most-watched ratios. Sourced from the bank's own FFIEC call report filings.

QuarterCET1ROANPLTexasNIM
2026-03-3147.57%0.00%3.68%
2025-12-3139.99%0.00%3.69%
2025-09-3040.25%0.00%4.00%
2025-06-3039.58%0.00%4.04%
2025-03-3137.42%0.00%4.01%
2024-12-3136.88%0.00%3.66%

Branch Network

Every branch from the FDIC Summary of Deposits — mapped, and listed with the deposits booked at each location.

BranchLocationZIPDeposits
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Frequently asked about Sei Private Trust Company

What are Sei Private Trust Company's total assets?

As of the Q1 2026 filing, Sei Private Trust Company reported total assets of $230.6 million in its most recent FFIEC call report. All figures come directly from the bank's quarterly Schedule RC filing.

Where is Sei Private Trust Company headquartered?

Sei Private Trust Company is headquartered in OAKS, PA, United States. It files quarterly FFIEC call reports as required of all FDIC-insured commercial banks.

When was Sei Private Trust Company founded?

Sei Private Trust Company was established in 2001, per the FDIC institution directory.

Is Sei Private Trust Company FDIC-insured?

Yes. Sei Private Trust Company is an FDIC-insured commercial bank (FDIC Certificate #35388). Deposits are insured up to $250,000 per depositor, per insured bank, for each account ownership category, per FDIC rules.

Who regulates Sei Private Trust Company?

Sei Private Trust Company's primary federal regulator is the OCC. All FDIC-insured banks also report to the FDIC and, depending on charter, the Federal Reserve.

How many branches does Sei Private Trust Company operate?

Sei Private Trust Company operates 1 domestic branch, per the most recent FDIC Summary of Deposits filing.

What is Sei Private Trust Company's Texas Ratio?

Sei Private Trust Company's Texas Ratio is 0.00% — within the healthy range (under 25%). The Texas Ratio measures non-performing assets against the bank's capital and reserves; see our /glossary/texas-ratio/ page for the full definition.

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