Seven Post Investment Office is an investment advisor in San Francisco with $6.75 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
320334017
SEC advisor number
801-72411
FINRA CRD number
157435
AUM ?
$6.75 bn
(as of 12 May 23)
Accounts
212
(as of 12 May 23)
Employees
21
(14 investment advisory or research)
Address
Seven Post Investment Office
ONE MONTGOMERY STREET, SUITE 3150
SAN FRANCISCO
CA 94104
ONE MONTGOMERY STREET, SUITE 3150
SAN FRANCISCO
CA 94104
Office hours
Monday - Friday, 9:00AM - 5:00PM
Phone
415-341-9200
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Bastani, Ali, Kevin | Managing Director | 09/2011 | 10-25% |
Gray, Eldridge, Fuller | Managing Director | 09/2011 | 50-75% |
Gray, Eldridge, Fuller and Bastani, Ali, Kevin As Managing Members of Blackoak GP LLC | General Partner | 09/2011 | < 5% |
Bastani, Ali, Kevin | Managing Member | 09/2011 | 50-75% |
Gray, Eldridge, Fuller | Managing Member | 09/2011 | 50-75% |
Allbin, Eric, Matthew | Limited Partner | 12/2012 | < 5% |
Lee, Brian, Hanwei | Principal / Limited Partner | 12/2012 | < 5% |
Bligh, Bruce, Wellington | Trustee | 01/2006 | |
Bligh, Bruce, Wellington and Bligh, Kelly, Ann As Co-trustees of Bligh Family Trust | Limited Partner | 12/2012 | 25-50% |
Gray, Eldridge, Fuller and Gray, Kirsten, Loft As General Partners of Sprocketcal Peck One LP | Limited Partner | 12/2012 | 25-50% |
Wyman, Charles, Owen Tallant and Wyman, Megan, Pickett As Co-trustees of Charles and Megan Wyman Trust | Limited Partner | 12/2012 | < 5% |
Bligh, Kelly, Ann | Trustee | 01/2006 | |
Gray, Eldridge, Fuller | General Partner | 12/2012 | |
Gray, Kirsten, Loft | General Partner | 12/2012 | |
Wyman, Megan, Pickett | Trustee | 07/2004 | |
Wyman, Charles, Owen Tallant | Trustee | 07/2004 | |
Bligh, Bruce, Wellington | Managing Director | 09/2011 | 25-50% |
Wyman, Charles, Owen Tallant | Managing Director | 01/2019 | < 5% |
Allbin, Eric, Matthew | Managing Director | 01/2019 | < 5% |
Tepper, Lesley, Anne V | Chief Compliance Officer / General Counsel | 01/2021 | < 5% |
Ali Kevin Bastani and Shalini Lal Bastani As Co-trustees of the Old North Trust DTD 11/1/2016 | Limited Partner | 09/2020 | 10-25% |
William Henry Heuer As Manager of the BGT Investment Office LLC | Limited Partner | 01/2022 | 10-25% |
Bastani, Ali, Kevin | Trustee | 09/2020 | |
Bastani, Shalini, Lal | Trustee | 09/2020 | |
Heuer, William, Henry | Manager | 01/2022 |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
25 Apr 24
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
2 Nov 23
13F-HR
Quarterly holdings report by institutional manager
8 Aug 23
13F-HR
Quarterly holdings report by institutional manager
2 May 23
13F-HR
Quarterly holdings report by institutional manager
31 Jan 23
13F-HR
Quarterly holdings report by institutional manager
7 Nov 22
13F-HR
Quarterly holdings report by institutional manager
8 Aug 22
13F-HR
Quarterly holdings report by institutional manager
11 May 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
18 Mar 22