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SEVEN POST INVESTMENT OFFICE LP
CRD 157435File 801-72411
APPROVED
Retail clients
Custody
Filing as of Sep 30, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 21 | 22 | increased by1 |
| Apr 1, 2026 | AUM | $8,361,452,376 | $9,605,722,671 | increased by$1,244,270,295 |
| Apr 1, 2026 | Accounts | 231 | 249 | increased by18 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 20 | 21 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 45 | 53 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $6,937,029,448 | $8,361,452,376 | increased by$1,424,422,928 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 183 | 231 | increased by48 |
| Apr 1, 2022 | Employees | 19 | 20 | increased by1 |
| Apr 1, 2022 | Clients | 41 | 45 | increased by4 |
| Apr 1, 2022 | AUM | $6,065,697,287 | $6,937,029,448 | increased by$871,332,161 |
| Apr 1, 2022 | Accounts | 179 | 183 | increased by4 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SEVEN POST” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SEVEN POST” may also match similarly-named firms). Confirm identity against each filing.
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.