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Building 2SEVEN POST INVESTMENT OFFICE LP

Map pinSAN FRANCISCO, CA
Phone(415) 341-9300
NotebookSEC #801-72411
Total AUM
$9.6B
Employees
22
Clients
55

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE MONTGOMERY STREET
SUITE 3150
SAN FRANCISCO
CA 94104-4505
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
(415) 341-9300

ReceiptFinancials

Total AUM
$9.6B
Accounts
249
Discretionary
$9.2B
Accounts
239
Non-Discretionary
$377M
Accounts
10

ContactClients

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Individual Clients
7
AUM
$12.4M
HNW Individual Clients
46
AUM
$4.1B
Charitable Organization Clients
1
AUM
$10.4M
Other Clients
1
AUM
$5.5B
Description of Other Clients
PRIVATE ENDOWMENTS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
INVESTMENT CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOCTDEFLHIMENVNYOHORPATXWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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