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SEVEN POST INVESTMENT OFFICE LP
CRD 157435File 801-72411
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$9.61B
Top 10% of cohort (national)
Discretionary AUM
$9.23B
Non-discretionary $377.0M
Clients
53
249 accounts
Employees
22
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- May 26, 2011
- Principal office
- ONE MONTGOMERY STREET, SUITE 3150, SAN FRANCISCO, CA, 94104-4505
- Phone
- (415) 341-9300
- Website
- HTTP://WWW.SEVENPOST.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $9.61B
- Discretionary AUM
- $9.23B
- Non-discretionary AUM
- $377.0M
- Discretionary accounts
- 239
- Non-discretionary accounts
- 10
- Total accounts
- 249
- AUM per client
- $181.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $10.4M |
| High net worth individuals | 46 | $4.07B |
| Individuals (other than high net worth individuals) | 7 | $12.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.