SAN FRANCISCO, CACRD 157435Latest ADV March 31, 2026
Seven Post Investment Office LP is an SEC registered investment adviser organized as a limited partnership with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated March 31, 2026, reports $9.6B in regulatory assets under management, 22 employees, and 249 accounts.
Assets Under Management
$9.6B
Employees
22
Offices
--
Total Clients
53
Primary office
SAN FRANCISCO, CA
ONE MONTGOMERY STREET, SUITE 3150, SAN FRANCISCO, CA, United States
Top client segmentHNWI represent 86.8% of total clients.
Top client categories% of clientsClients
1
HNWI
86.8%
46
2
Individuals
13.2%
7
Categories with <5 clients
Charitable Organizations<5 clients
PRIVATE ENDOWMENTS<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$9.6Bas of March 31, 2026
Discretionary96.1%
$9.2B
96% of total RAUM96.1%
Non-discretionary3.9%
$377M
4% of total RAUM3.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$9.6B
Total Accounts249
10Y AUM Change+$5.4B (+130.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees22
Clients per Employee2:1
10Y Employee Change+5 (+29.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.