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SEVEN POST INVESTMENT OFFICE LP

CRD 157435 · SEC 801-72411

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ONE MONTGOMERY STREET, SUITE 3150, SAN FRANCISCO, CA, 94104-4505, United States

Phone

(415) 341-9300

Fax

(415) 341-9140

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$9.61B

Discretionary AUM

$9.23B

Team

22 total employees; 14 advisory reps; 1 broker-dealer reps

Clients

51-100

Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Limited Partnership

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersEducational seminarsINVESTMENT CONSULTING SERVICES

Client types

TypeClientsAUM
Individuals7$12.4M
High net worth individuals46$4.07B

States served

AL, AZ, CA, CO, DE, ME, NV, NY, OH, OR, PA, WY, WA, TX, HI, CT, FL

All web addresses on file

Official SEC filing: View on IAPD