Seven Post Investment Office LP

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Seven Post Investment Office LP
CRD #157435
SEC #801-72411
CIK #0001554308
AUM $7.5 BB (2024-03-29)
Employees 21 (67% Investors, 0% Brokers)
Phone415-341-9300
AddressOne Montgomery Street
San Francisco, CA 94104-4505
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($BB)
7.56.04.53.01.50.02009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
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 ($MM)
60048036024012002013201720212025
AUM Breakdown Accounts AUM ($BB)
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
13F-HR [0001554308]
Comparable Firms State AUM ($BB)
CliftonLarsonAllen Wealth Advisors LLC
MN 8.0
Gregory J Schwartz & Co Inc
MI 7.7
Choate Investment Advisors LLC
MA 7.5
Advisors Capital Management LLC
NJ 7.4
Riverbridge Partners LLC
MN 7.4
Altair Advisers LLC
IL 7.4
Great Valley Advisor Group Inc
DE 7.3
Merit Financial Group LLC
GA 7.3
Smith Shellnut Wilson LLC
MS 7.2
Arbor Point Advisors LLC
NE 6.9
Terms | Privacy | Guide
tony@aum13f.com