SEVEN POST INVESTMENT OFFICE LP
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 157435
- Registered since
- May 26, 2011
- Website
- www.sevenpost.com
- Custodians
- PERSHING LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Other57.39%
- HNWI42.38%
- Individuals0.13%
- Charitable Organizations0.11%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Seven Post Investment Office LP is an independent registered investment adviser organized as a limited partnership and SEC-registered since 2011. It acts as a capital allocator for wealthy individuals and families, providing financial planning and portfolio management across individual, pooled-vehicle and institutional relationships. The firm also performs manager selection and runs educational seminars. Its fee arrangements include percentage-of-AUM billing alongside fixed and performance-based fees. Seven Post identifies as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities38%
- US Government Bonds29%
- Public Funds/Mutual Funds18%
- State & Local Bonds5%
- Other5%
Contacts
3 of 15EMILY DURAN
Senior Vice PresidentCRD 5546854
BRIAN LEE
Investment Adviser RepresentativeCRD 5459462
CHARLES WYMAN
Managing DirectorCRD 2734749
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 19Active vs passive
$185M in ETFs
100%
$185M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD REAL ESTATE INDEX FUND (VNQ) | Vanguard | Passive | Real Estate | $75.4M | 849,940 | 40.69% |
Location
SAN FRANCISCO, CA
SAN FRANCISCO
Location
SAN FRANCISCO, CA
Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN FRANCISCO
- Address
- 1 Montgomery St
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
GRYPHON ADVISORS, LLC
RIASAN FRANCISCO, CA
SITUATIONAL AWARENESS LP
RIASAN FRANCISCO, CA
INDUSTRY VENTURES
RIASAN FRANCISCO, CA
ALGERT GLOBAL LLC
RIASAN FRANCISCO, CA
PARALLEL ADVISORS, LLC
RIASAN FRANCISCO, CA
ROBERTSON STEPHENS
RIASAN FRANCISCO, CA