Seven Post Investment Office LP
San Francisco, CA·SEC-registered · CRD #157435
Seven Post Investment Office LP is an SEC-registered investment advisory firm in San Francisco, CA managing $9.6B across 259 client accounts, with 14 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$9.6B
Client accounts
259
Advisory staff
14
Fee model
Fee-based
How Seven Post Investment Office LP is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Seven Post Investment Office LP
How much does Seven Post Investment Office LP manage?
Per its most recent SEC Form ADV filing (03/31/2026), Seven Post Investment Office LP reports $9.6B in regulatory assets under management across roughly 259 client accounts.
How does Seven Post Investment Office LP charge?
Seven Post Investment Office LP is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Seven Post Investment Office LP a fiduciary?
Yes. Seven Post Investment Office LP is registered with the U.S. Securities and Exchange Commission (CRD #157435), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Seven Post Investment Office LP taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Seven Post Investment Office LP and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Seven Post Investment Office LP's public SEC Form ADV filing (CRD #157435, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Seven Post Investment Office LP. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Seven Post Investment Office LP? Claim this profile.