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Seven Post Investment Office, LP

Multifamily office listing in San Francisco, California, United States.

  • SEC-registered
Regulatory AUM
$9.6 billion
Employees
22
Clients
51-100
SEC CRD
157435

Employee-owned private investment office and fiduciary adviser serving more than 50 select family and institutional clients through diversified public and private investment portfolios.1

Overview

Seven Post Investment Office, LP provides investment advisory services across global traditional and alternative asset classes. The firm reports managing $9.6 billion in diversified public and private investments.1

History

Seven Post says its advisory team has collaborated since 1999, reflecting a long-standing investment partnership.1

Services

The firm evaluates investment managers through criteria that include investment philosophy, integrity, sector expertise, risk-adjusted results, and alignment with client outcomes. Its mandate process is highly selective, with only a small number of managers appointed.2

Seven Post serves clients through diversified portfolios spanning public and private investments.1

What the firm offers

  • Investment management
  • Trust and fiduciary
  • Private and alternative investments

Client Focus

The firm advises more than 50 select family and institutional clients. Its client service model is supported by professionals working across investment management, client service, corporate finance, legal and compliance, wealth management, estate and trust planning, and administration.13

Approach

Seven Post describes its work as fiduciary investment advice supported by disciplined manager research and due diligence. The firm considers both investment quality and alignment with client outcomes when selecting managers.2

Assets and Registration

Seven Post reports managing $9.6 billion in diversified public and private investments.1

The U.S. Securities and Exchange Commission lists Seven Post Investment Office, LP as an approved investment adviser under CRD 157435 and SEC file number 801-72411, with registration effective May 26, 2011.4

By the numbers

Regulatory AUM by year$0K$2.6B$5.3B$7.9B$10.6B2016201720182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 157435. As of .
Regulatory assets under management
YearRegulatory AUMDiscretionaryNon-discretionary
2016$4.2 billion$3.8 billion$367 million
2017$4.2 billion$3.9 billion$215 million
2018$4.7 billion$4.4 billion$237 million
2019$4.5 billion$4.3 billion$233 million
2020$5.2 billion$4.9 billion$307 million
2021$6.1 billion$5.7 billion$328 million
2022$6.9 billion$6.6 billion$304 million
2023$6.7 billion$6.4 billion$308 million
2025$8.4 billion$8.0 billion$385 million
2026$9.6 billion$9.2 billion$377 million
Average AUM per client by year$0K$50M$100M$150M$199M20182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 157435. Regulatory AUM divided by the client count reported in Item 5D. Client types reported as fewer than 5 are not counted, so this is approximate. As of .
Average AUM per client
YearAverage AUM per client
2018$54 million
2019$125 million
2020$121 million
2021$148 million
2022$154 million
2023$130 million
2025$158 million
2026$181 million
Clients by type (2026)High net worth individuals46Individuals7
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 157435. "<5" means the firm reported fewer than 5 clients of that type. As of .
Clients by type
Client typeClients (2026)
Individuals7
High net worth individuals46
Employees by year061218242016201720182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 157435. As of .
Employees reported on Form ADV
YearEmployees
201614
201716
201816
201916
202018
202119
202220
202321
202521
202622

Ranks #6 of 22 SEC-registered firms in CA on MultifamilyOffices.com by regulatory AUM.

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 157435. Ranking uses only firms profiled on MultifamilyOffices.com. As of .

FAQs

What type of firm is Seven Post Investment Office?

Seven Post Investment Office, LP is an employee-owned private investment office and fiduciary adviser serving family and institutional clients.1

What investments does Seven Post advise on?

The firm provides advice across global traditional and alternative asset classes and serves clients through diversified public and private investment portfolios.2

How does Seven Post select investment managers?

Seven Post reviews managers based on factors such as investment philosophy, integrity, sector expertise, risk-adjusted results, and alignment with client outcomes. The firm says it appoints only a small number of managers through a highly selective mandate process.2

  • LocationMultifamily offices in San Francisco

    The San Francisco multifamily office directory helps families and business owners compare firms by location, client focus, and investment approach. It can provide context for reviewing an office that serves family and institutional clients through public and private portfolios, including questions about regional access and service scope.

  • GuideMultifamily office services

    This overview explains common multifamily office services, including investment management, trust and fiduciary work, and private or alternative investments. Readers can use it to organize questions about which services they need and how those services may support a family, business owner, or institution.

  • Network siteFamilyOfficeDatabases.com

    FamilyOfficeDatabases.com gives readers a way to research other family offices and investors by focus, location, and organization type. That information can help a prospective client compare the kinds of families or institutions represented in the market and refine questions about portfolio management or private investments.

  • GuideFiduciary duty vs suitability

    The fiduciary duty versus suitability guide clarifies two standards that may apply when an adviser recommends investments or provides trust services. A family or business owner can use it to ask how advice is delivered, what duties apply, and how potential conflicts are handled.

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    Profiles of Confluence Capital Advisors, Curated Wealth Partners, and Lido Advisors provide comparison points for readers reviewing firms with related wealth management services. Looking across their stated offerings, client types, and investment approaches can help a family or business owner define priorities before contacting an office.

Sources

  1. Seven Post Investment Office
  2. Seven Post research, manager due diligence, and inquiries
  3. Seven Post careers
  4. SEC AdviserInfo: Seven Post Investment Office, LP

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.

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