Investment adviser · CRD 157435
SEVEN POST INVESTMENT OFFICE LP
Investment adviser filing (IA)
SAN FRANCISCO, CA, United States · Form ADV filed Sep 30, 2026
- Regulatory AUM
- $9.61B Form ADV · Item 5.F
- Client accounts
- 249 Accounts, not individual clients
- Employees
- 22 Reported in this filing
- Advisory professionals
- 14 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other clients | Fewer than 5 | $5,512,369,987 | 57.4% |
| High-net-worth individuals | 46 | $4,070,520,388 | 42.4% |
| Individuals | 7 | $12,401,289 | 0.1% |
| Charities | Fewer than 5 | $10,431,007 | 0.1% |
Filing source
Form ADV 2135883 · Sep 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 30, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
ONE MONTGOMERY STREET, SUITE 3150SAN FRANCISCO, CA, 94104-4505, United States
CRD 157435
Filing source
Form ADV 2135883 · Sep 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.