{ "crd_number": 157435, "slug": "seven-post-investment-office-lp-san-francisco-ca-157435", "primary_business_name": "SEVEN POST INVESTMENT OFFICE LP", "legal_name": "SEVEN POST INVESTMENT OFFICE LP", "dbas": [ "SEVEN POST" ], "city": "San Francisco", "state": "CA", "country": "United States", "cbsa_code": "41860", "metro": { "cbsa_code": "41860", "common_name": "San Francisco", "msa_name": "San Francisco-Oakland-Fremont, CA", "path": "/advisors/ca/san-francisco" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2011-05-26", "years_registered": 15, "period": "2026-10-01", "filing_date": "2026-09-30", "carried_forward": false, "raum_total": 9605722671.0, "raum_discretionary": 9228712609.0, "raum_non_discretionary": 377010062.0, "raum_band": "over_5b", "raum_band_label": "Over $5 billion", "total_employees": 22, "advisory_employees": 14, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "other": { "raum": 5512369987.0, "count": null, "description": "PRIVATE ENDOWMENTS", "fewer_than_5": true }, "charitable": { "raum": 10431007.0, "count": null, "fewer_than_5": true }, "individuals": { "raum": 12401289.0, "count": 7 }, "high_net_worth_individuals": { "raum": 4070520388.0, "count": 46 } }, "compensation_types": [ "fixed", "percentage_of_aum", "performance_based" ], "advisory_activities": [ "educational_seminars", "financial_planning", "other", "portfolio_management_businesses_institutional", "portfolio_management_individuals", "portfolio_management_pooled_vehicles", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "AL", "AZ", "CA", "CO", "CT", "DE", "FL", "HI", "ME", "NV", "NY", "OH", "OR", "PA", "TX", "WA", "WY" ], "websites": [ "https://linkedin.com/company/seven-post-investment-office-lp", "https://sevenpost.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/157435", "city_as_filed": "SAN FRANCISCO", "url": "https://advisorcensus.com/firm/seven-post-investment-office-lp-san-francisco-ca-157435", "display_name": "Seven Post Investment Office LP", "summary": "Seven Post Investment Office LP is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2011, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 30, 2026.", "citation": "AdvisorCensus. Seven Post Investment Office LP (CRD 157435): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Fixed fees (other than subscription fees)", "Performance-based fees" ], "advisory_activity_labels": [ "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 advisers (including private fund managers)", "Educational seminars/workshops", "Other" ], "quick_answers": [ { "q": "How is Seven Post Investment Office LP compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Seven Post Investment Office LP reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees." }, { "q": "How much does Seven Post Investment Office LP charge?", "a": "Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: 0.1% to 1.32% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement." }, { "q": "Where is Seven Post Investment Office LP located?", "a": "Seven Post Investment Office LP's principal office is in San Francisco, CA, according to its Form ADV." }, { "q": "Is Seven Post Investment Office LP registered with the SEC or a state?", "a": "Seven Post Investment Office LP is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 157435." }, { "q": "How much does Seven Post Investment Office LP manage?", "a": "Seven Post Investment Office LP reports $9,605,722,671 in regulatory assets under management in its Form ADV filing dated September 30, 2026 (96% discretionary)." }, { "q": "How have Seven Post Investment Office LP's assets and staff changed since 2021?", "a": "In the Form ADV data for Seven Post Investment Office LP: Regulatory assets under management: $6,065,697,287 in the October 2021 data and $9,605,722,671 in the October 2026 data, up 58%. Total employees: 19 in October 2021 and 22 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Seven Post Investment Office LP serve?", "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (46); individuals (other than high net worth individuals) (7)." }, { "q": "Which custodians does Seven Post Investment Office LP use?", "a": "Seven Post Investment Office LP's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Pershing LLC as custodians holding 10% or more of its separately managed account assets." }, { "q": "Does Seven Post Investment Office LP report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/157435" }, { "q": "What changed in Seven Post Investment Office LP's recent Form ADV filings?", "a": "In the April 2026 filing data: Regulatory assets under management went from $8,361,452,376 to $9,605,722,671 (+15%). Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 6065697287.0, "total_employees": 19, "filing_date": "2021-03-30" }, { "period": "2022-10-01", "regulatory_assets_under_management": 6937029448.0, "total_employees": 20, "filing_date": "2022-03-25" }, { "period": "2023-10-01", "regulatory_assets_under_management": 6745239228.0, "total_employees": 21, "filing_date": "2023-05-12" }, { "period": "2024-10-01", "regulatory_assets_under_management": 7490083963.0, "total_employees": 21, "filing_date": "2024-03-29" }, { "period": "2025-10-01", "regulatory_assets_under_management": 8361452376.0, "total_employees": 21, "filing_date": "2025-03-25" }, { "period": "2026-10-01", "regulatory_assets_under_management": 9605722671.0, "total_employees": 22, "filing_date": "2026-09-30" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $8,361,452,376 to $9,605,722,671 (+15%).", "Updated its list of owners and control persons (Schedule A)." ] }, { "period": "2026-01-01", "period_label": "January 2026", "notes": [ "No longer registered or notice-filed in SD." ] } ], "fees_from_brochure": { "source": "Form ADV Part 2A brochure dated March 31, 2026", "provided_by_the_firm": false, "tiers": [], "flat_rate": null, "stated_range": "0.1% to 1.32% a year", "stated_maximum": null, "account_minimum": null, "account_minimum_may_be_waived": false, "minimum_annual_fee": null, "planning_fees": [], "figures": [ { "label": "Asset-based fee", "statements": [ "Asset-based fee: 0.1% to 1.32% a year (a range, as the brochure states it)" ], "quotes": [ "Seven Post provides investment advisory and management services for an annual asset-based fee, which is negotiated with each client and currently ranges from 0.10% up to 1.32% of assets under management." ] } ], "values": { "tiers": [], "range_pct": [ 0.1, 1.32 ], "max_pct": null, "account_minimum": null, "minimum_annual_fee": null, "planning": [] }, "quotes": [ "Seven Post provides investment advisory and management services for an annual asset-based fee, which is negotiated with each client and currently ranges from 0.10% up to 1.32% of assets under management." ], "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable." }, "custodians": [ { "name": "Charles Schwab & Co., Inc.", "name_as_filed": "CHARLES SCHWAB & CO., INC.", "affiliated": false }, { "name": "Pershing LLC", "name_as_filed": "PERSHING LLC", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/seven-post-investment-office-lp-san-francisco-ca-157435.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 7, "fewer_than_5": false, "raum": 12401289.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 46, "fewer_than_5": false, "raum": 4070520388.0 }, { "type": "charitable", "label": "Charitable organizations", "count": null, "fewer_than_5": true, "raum": 10431007.0 }, { "type": "other", "label": "Other", "count": null, "fewer_than_5": true, "raum": 5512369987.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/157435", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }