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Seven Post Investment Office LP
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CRD # | 157435 |
SEC # | 801-72411 |
CIK # | 0001554308 |
AUM | $7.5 BB (2024-03-29) |
Employees | 21 (67% Investors, 0% Brokers) |
Phone | 415-341-9300 |
Address | One Montgomery Street San Francisco, CA 94104-4505 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($BB) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
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LII | 7,270.2 | 132.2 | |
INTU | 108,963.5 | 107.5 | |
EQR | 27,281.8 | 21.4 | |
PLD | 88,071.4 | 17.9 | |
MATX | 2,976.6 | 12.8 | |
ELS | 13,487.7 | 12.1 | |
GOOGL | 1,475,138.5 | 10.4 | |
CRWD | 40,424.6 | 10.1 | |
PSA | 54,670.2 | 8.2 | |
SLV | 6.4 | ||
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($BB) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 7 | 0.0 |
(b) Individuals (high net worth individuals) | 45 | 2.9 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 4.5 |
Total | 215 | 7.5 |
By Discretionary | ||
Discretionary | 205 | 7.1 |
Non-Discretionary | 10 | 0.3 |
Total | 215 | 7.5 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 7.5 | |
Total | 215 | 7.5 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001554308] |
Comparable Firms | State | AUM ($BB) |
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CliftonLarsonAllen Wealth Advisors LLC
✚
|
MN | 8.0 |
Gregory J Schwartz & Co Inc
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|
MI | 7.7 |
Choate Investment Advisors LLC
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MA | 7.5 |
Advisors Capital Management LLC
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|
NJ | 7.4 |
Riverbridge Partners LLC
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|
MN | 7.4 |
Altair Advisers LLC
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|
IL | 7.4 |
Great Valley Advisor Group Inc
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|
DE | 7.3 |
Merit Financial Group LLC
✚
|
GA | 7.3 |
Smith Shellnut Wilson LLC
✚
|
MS | 7.2 |
Arbor Point Advisors LLC
✚
|
NE | 6.9 |