Asset manager · SAN Francisco, CA
Seven Post Investment Office LP
SEC-registered investment adviser · CRD 157435 · SEC 801-72411
At a glance
Seven Post Investment Office LP is an SEC-registered investment adviser based in SAN Francisco, California, with $9.6 billion in regulatory assets under management as of its Form ADV filed September 30, 2026. Its largest client group by assets is other, and it reports 53 individual clients. By Form ADV it is a asset manager, ranked 531st of 3,218 asset managers and 1,410th of 17,210 SEC-registered advisers by assets.
Main office 415-341-9300sevenpost.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $9.6B
- Rank among asset managers
- #531 of 3,218
- Rank among all SEC RIAs
- #1,410 of 17,210
- Rank in California
- #147 of 1,873
- Individual clients
- 53
- High-net-worth clients
- 46
- Accounts
- 249
- Discretionary
- 96% of AUM
- Employees
- 22
- Advisory staff
- 14
- Offices
- 1
Owners and executives on its Form ADV
- Ali K. BastaniManaging Director
- Eldridge F. GrayManaging Director
- Eric M. AllbinLimited Partner
- Brian H. LeeLimited Partner
- Bruce W. BlighManaging Director
- Charles O. WymanManaging Director
- Eric M. AllbinManaging Director
- Lesley A. TepperChief Compliance Officer / General Counsel
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Other | – | $5.5B | 57% |
| High-net-worth individuals | 46 | $4.1B | 42% |
| Individuals | 7 | $12M | <1% |
| Charitable organizations | – | $10M | <1% |
Disciplinary disclosures
Seven Post Investment Office LP reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
- Educational seminars and workshops
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗sevenpost.com ↗
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The full record on Seven Post Investment Office LP
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 547 peers of its type and size
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- Owners and executives, with titles and stakes
- 8 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Seven Post Investment Office LP manage?
Seven Post Investment Office LP reports $9.6 billion in regulatory assets under management across 249 accounts, 96% of it on a discretionary basis, on its Form ADV filed September 30, 2026.
What kind of firm is Seven Post Investment Office LP?
Seven Post Investment Office LP is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Seven Post Investment Office LP’s clients?
By assets, its largest client types are other ($5.5 billion); high-net-worth individuals ($4.1 billion, 46 clients); individuals ($12 million, 7 clients).
Does Seven Post Investment Office LP have any disciplinary history?
Seven Post Investment Office LP reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Seven Post Investment Office LP’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →