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| Seven Post Investment Office LP
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|---|---|
| CRD # | 157435 |
| SEC # | 801-72411 |
| CIK # | 0001554308 |
| AUM | 9,605.7 M (2026-03-31) |
| Employees | 22 (64% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 415-341-9300 |
| Address | One Montgomery Street San Francisco, CA 94104-4505 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| In the News | |
|---|---|
| Tue, 31 Jan 2023 | Seven Post Investment Office LP - Portfolio Stock Holdings — Quiver Quantitative |
| CIK | Period |
|---|---|
| 0001554308 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Equity Residential | 35.1 | ||
| AMB Property Corp | 19.7 | ||
| Equity Lifestyle Properties Inc | 12.3 | ||
| Enterprise Products Partners L P | 11.5 | ||
| Public Storage | 8.3 | ||
| iShares Silver Trust | 8.1 | ||
| World Currency Gold Trust | 6.5 | ||
| Americold Realty Trust | 6.4 | ||
| Williams Companies Inc | 4.5 | ||
| Apple Inc | 1.3 | ||
| Alphabet Inc | 1.0 | ||
| ETFS Gold Trust | 0.9 | ||
| Nvidia Corp | 0.5 | ||
| Microsoft Corp | 0.5 | ||
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| 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 | 4.1 |
| (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 | 5.5 |
| Total | 249 | 9.6 |
| By Discretionary | ||
| Discretionary | 239 | 9.2 |
| Non-Discretionary | 10 | 0.4 |
| Total | 249 | 9.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 9.6 | |
| Total | 249 | 9.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001554308] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Shuster Advisory Group LLC
✚
|
CA | 10.32 B |
|
Planmember Securities Corporation
✚
|
CA | 10.12 B |
|
Foundations Investment Advisors LLC
✚
|
AZ | 10.10 B |
|
Fiduciary Counselling Inc
✚
|
MN | 10.06 B |
|
Choate Investment Advisors LLC
✚
|
MA | 10.05 B |
|
Intellicents Investment Solutions Inc
✚
|
MN | 9,916.7 M |
|
Forvis Mazars Wealth Advisors LLC
✚
|
MO | 9,752.0 M |
|
The Ameriflex Group Inc
✚
|
NV | 9,658.3 M |
|
Fidelity Institutional Wealth Adviser LLC
✚
|
MA | 9,384.1 M |
|
Geneos Wealth Management Inc
✚
|
CO | 9,217.2 M |