# Seven Post Investment Office LP

> 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.

- CRD: 157435
- Filed as: SEVEN POST INVESTMENT OFFICE LP
- Also doing business as: SEVEN POST
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: September 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/157435
- AdvisorCensus page: https://advisorcensus.com/firm/seven-post-investment-office-lp-san-francisco-ca-157435

## Quick answers

**How is Seven Post Investment Office LP compensated?**
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.

**How much does Seven Post Investment Office LP charge?**
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.

**Where is Seven Post Investment Office LP located?**
Seven Post Investment Office LP's principal office is in San Francisco, CA, according to its Form ADV.

**Is Seven Post Investment Office LP registered with the SEC or a state?**
Seven Post Investment Office LP is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 157435.

**How much does Seven Post Investment Office LP manage?**
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).

**How have Seven Post Investment Office LP's assets and staff changed since 2021?**
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.

**What types of clients does Seven Post Investment Office LP serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (46); individuals (other than high net worth individuals) (7).

**Which custodians does Seven Post Investment Office LP use?**
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.

**Does Seven Post Investment Office LP report any disciplinary disclosures?**
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

**What changed in Seven Post Investment Office LP's recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Asset-based fee: 0.1% to 1.32% a year (a range, as the brochure states it)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Pershing LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $9,605,722,671
- Discretionary: $9,228,712,609
- Non-discretionary: $377,010,062

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $12,401,289 |
| High net worth individuals | 46 | $4,070,520,388 |
| Charitable organizations | Fewer than 5 | $10,431,007 |
| Other | Fewer than 5 | $5,512,369,987 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2011 (15 years)
- Employees: 22 total, 14 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AZ, CA, CO, CT, DE, FL, HI, ME, NV, NY, OH, OR, PA, TX, WA, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sevenpost.com
- LinkedIn @seven-post-investment-office-lp

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $6,065,697,287 | 19 | March 30, 2021 |
| October 2022 | $6,937,029,448 | 20 | March 25, 2022 |
| October 2023 | $6,745,239,228 | 21 | May 12, 2023 |
| October 2024 | $7,490,083,963 | 21 | March 29, 2024 |
| October 2025 | $8,361,452,376 | 21 | March 25, 2025 |
| October 2026 | $9,605,722,671 | 22 | September 30, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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).

### January 2026
- No longer registered or notice-filed in SD.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Seven Post Investment Office LP (CRD 157435): Form ADV filing data as of October 2026.