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| Happy Holidays!! thanks for using AUM13F!! |
| Seven Post Investment Office LP
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| CRD # | 157435 |
| SEC # | 801-72411 |
| CIK # | 0001554308 |
| AUM | $8.4 B (2025-03-25) |
| Employees | 21 (67% Investors, 0% Brokers) |
| Phone | 415-341-9300 |
| Address | One Montgomery Street San Francisco, CA 94104-4505 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Equity Residential | 21.5 | ||
| AMB Property Corp | 15.3 | ||
| Equity Lifestyle Properties Inc | 11.8 | ||
| Enterprise Products Partners L P | 9.4 | ||
| Americold Realty Trust | 9.2 | ||
| Public Storage | 8.7 | ||
| World Currency Gold Trust | 4.5 | ||
| iShares Silver Trust | 3.9 | ||
| Williams Companies Inc | 3.9 | ||
| Apple Inc | 1.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7 | 0.0 |
| (b) Individuals (high net worth individuals) | 46 | 3.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 5.0 |
| Total | 231 | 8.4 |
| By Discretionary | ||
| Discretionary | 220 | 8.0 |
| Non-Discretionary | 11 | 0.4 |
| Total | 231 | 8.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 8.4 | |
| Total | 231 | 8.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001554308] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Gregory J Schwartz & Co Inc
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|
MI | 9.1 |
|
Planmember Securities Corporation
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|
CA | 9.0 |
|
Forvis Mazars Wealth Advisors LLC
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|
MO | 8.9 |
|
Choate Investment Advisors LLC
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|
MA | 8.9 |
|
Altair Advisers LLC
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|
IL | 8.7 |
|
Pure Financial Advisors LLC
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|
CA | 8.0 |
|
Smith Shellnut Wilson LLC
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|
MS | 8.0 |
|
Shuster Advisory Group LLC
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|
CA | 7.9 |
|
Sentry Management Inc
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|
TX | 7.8 |
|
F L Putnam Investment Management Co
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|
MA | 7.7 |