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 operating as a limited partnership. Founded in 2011, the firm acts as a capital allocator for individual and family clients, offering a mix of financial planning and discretionary portfolio management across individual, pooled vehicle, and institutional relationships. Its service menu also includes selecting third‑party advisers and running educational seminars. The firm uses a mix of billing approaches — percentage of assets under management, fixed fees, and performance‑based fees — and identifies itself 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 15
Emily 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 20Active vs passive
$203M in ETFs
100%
$203M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD REAL ESTATE INDEX FUND (VNQ) | Vanguard | Passive | Real Estate | $82.7M | 857,363 | 40.66% |
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
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