SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Seven Post Investment Office LP
San Francisco, CA
CRD 157435
Firm filing updated March 31, 2026 ·
- $9.6BAssets
- 14Advisory staff
- 249Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Performance-based feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- High net worth individuals46
- Individuals7
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 7 | $12.4 million |
| High net worth individuals | 46 | $4.1 billion |
| Charitable organizations | Fewer than 5 clients | $10.4 million |
| Other: "PRIVATE ENDOWMENTS" | Fewer than 5 clients | $5.5 billion |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 7 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
- Educational seminars/workshops
- Other: "INVESTMENT CONSULTING SERVICES"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
- Educational seminars/workshops
- Other: "INVESTMENT CONSULTING SERVICES"
Assets and accounts
- Regulatory assets$9.6 billion
- Accounts249
- Discretionary$9.2 billion · 239 accounts
- Non-discretionary$377.0 million · 10 accounts
People
- Employees22
- Advisory staff14
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients51 to 100
Advisors
13 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 157435, SEC file 801-72411.
- Registered with the SEC as an investment advisor (status date on record: May 26, 2011).
Is Seven Post Investment Office LP a fiduciary?
Short answer: Seven Post Investment Office LP is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.