SEVEN POST INVESTMENT OFFICE LP
Q3 2024 Form 13-F

SAN FRANCISCO, CALIFORNIA
$661.7M Reported Value Total

SEVEN POST INVESTMENT OFFICE LP reports 215 total accounts under management (AUM). There are 205 discretionary accounts valued at $7,147,433,905, and 10 non-discretionary accounts valued at $342,650,058.

Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.

Seven Post Investment Office LP Form 13-F reported portfolio values from Q3 2013 to Q1 2025

Portfolio value (does not include cash or treasury holdings).

Filing Navigation

Filing Details

Loading Activities
Loading Sector Allocation
Crunching numbers

Holdings

Building table