Seven Post Investment Office LP

RIASEC Registered

Total AUM

$9.6B

Discretionary

$9.2B

96% of AUM

Avg account

$38.6M

Accounts

249

Employees

Advisory reps

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

FINTRX

Overview

Seven Post Investment Office LP is an independent registered investment adviser that has been SEC-registered since 2011. Structured as a limited partnership, the firm acts as a capital allocator for high-net-worth individuals and families, providing financial planning, portfolio management across individuals, pooled vehicles and institutions, and selection of outside advisers. Its service mix includes educational seminars and workshops, and the firm maintains an affiliation with a trust company. Fee arrangements include percentage-of-AUM charges alongside fixed fees and performance-based fees, suggesting flexibility in billing and the potential for incentive-aligned structures on certain mandate types. The firm identifies itself as an active ESG investor and appears to incorporate environmental, social and governance considerations into its allocation decisions.