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Trustee · Seven Post Investment Office LP

Shalini L. Bastani

CRD 7356844 · Named on Form ADV at one SEC-registered adviser

At a glance

Seven Post Investment Office LP, an SEC-registered asset manager based in SAN Francisco, CA with $9.6 billion in regulatory assets, lists Shalini L. Bastani on its Form ADV as Trustee, a control person.

Firms and roles

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Shalini’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (7)

2 more people named with Shalini on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Shalini’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.