Seven Post Investment Office is an investment advisor in San Francisco with $6.94 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
320334017
SEC advisor number
801-72411
FINRA CRD number
157435
AUM ?
$7.49 bn
(as of 29 Mar 24)
Accounts
215
(as of 29 Mar 24)
Employees
21
(14 investment advisory or research)
Address
Seven Post Investment Office
ONE MONTGOMERY STREET, SUITE 3150
SAN FRANCISCO
CA 94104
ONE MONTGOMERY STREET, SUITE 3150
SAN FRANCISCO
CA 94104
Phone
415-341-9200
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
2 Nov 23
13F-HR
Quarterly holdings report by institutional manager
8 Aug 23
13F-HR
Quarterly holdings report by institutional manager
2 May 23
13F-HR
Quarterly holdings report by institutional manager
31 Jan 23
13F-HR
Quarterly holdings report by institutional manager
7 Nov 22
13F-HR
Quarterly holdings report by institutional manager
8 Aug 22
13F-HR
Quarterly holdings report by institutional manager
11 May 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
18 Mar 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
18 Mar 22