SEVEN POST INVESTMENT OFFICE LP
CRD #157435 SEC #801-72411 SAN FRANCISCO, CA (415) 341-9300
SEC Registered
Total AUM
$8.4B
Discretionary
$8B
Employees
21
Clients
51
Accounts
231
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $8.4B | $8B | $384.8M | 21 | 0 |
| Mar 2024 | $7.5B | $7.1B | $342.7M | 21 | 0 |
| Mar 2024 | $7.5B | $7.1B | $342.7M | 21 | 0 |
| May 2023 | $6.7B | $6.4B | $307.6M | 21 | 1 |
| Mar 2023 | $6.7B | $6.4B | $307.6M | 21 | 1 |
| Mar 2022 | $6.9B | $6.6B | $303.9M | 20 | 1 |
| Mar 2021 | $6.1B | $5.7B | $327.7M | 19 | 1 |
| Mar 2021 | $5.2B | $4.9B | $307M | 18 | 1 |
| Jun 2020 | $5.2B | $4.9B | $307M | 18 | 1 |
| Mar 2020 | $5.2B | $4.9B | $307M | 18 | 1 |
| Mar 2019 | $4.5B | $4.3B | $232.8M | 16 | 0 |
| Sep 2018 | $4.7B | $4.4B | $237.1M | 16 | 0 |
| Mar 2018 | $4.7B | $4.4B | $237.1M | 17 | 0 |
| Sep 2017 | $4.2B | $3.9B | $215M | 16 | 26 |
| Jun 2017 | $4.2B | $3.9B | $215M | 16 | 26 |
| Apr 2017 | $4.2B | $3.9B | $215M | 16 | 26 |
| Mar 2017 | $4.2B | $3.9B | $215M | 17 | 26 |
| Apr 2016 | $4.2B | $3.8B | $366.5M | 14 | 100 |
| Mar 2016 | $4.2B | $3.8B | $366.5M | 14 | 100 |
| Oct 2015 | $4B | $3.6B | $404M | 13 | 26 |
| May 2015 | $4B | $3.6B | $404M | 13 | 26 |
| Mar 2015 | $4B | $3.6B | $404M | 13 | 26 |
| Apr 2014 | $3.8B | $3.4B | $385.9M | 13 | 26 |
| Mar 2014 | $3.8B | $3.4B | $385.9M | 13 | 26 |
| Apr 2013 | $3.2B | $2.8B | $316.7M | 13 | 26 |
| Mar 2012 | $2.8B | $2.7B | $114.5M | 6 | 11 |
DateMar 2025
Total AUM$8.4B
Discretionary$8B
Non-Disc.$384.8M
Employees21
Clients0
DateMar 2024
Total AUM$7.5B
Discretionary$7.1B
Non-Disc.$342.7M
Employees21
Clients0
DateMar 2024
Total AUM$7.5B
Discretionary$7.1B
Non-Disc.$342.7M
Employees21
Clients0
DateMay 2023
Total AUM$6.7B
Discretionary$6.4B
Non-Disc.$307.6M
Employees21
Clients1
DateMar 2023
Total AUM$6.7B
Discretionary$6.4B
Non-Disc.$307.6M
Employees21
Clients1
DateMar 2022
Total AUM$6.9B
Discretionary$6.6B
Non-Disc.$303.9M
Employees20
Clients1
DateMar 2021
Total AUM$6.1B
Discretionary$5.7B
Non-Disc.$327.7M
Employees19
Clients1
DateMar 2021
Total AUM$5.2B
Discretionary$4.9B
Non-Disc.$307M
Employees18
Clients1
DateJun 2020
Total AUM$5.2B
Discretionary$4.9B
Non-Disc.$307M
Employees18
Clients1
DateMar 2020
Total AUM$5.2B
Discretionary$4.9B
Non-Disc.$307M
Employees18
Clients1
DateMar 2019
Total AUM$4.5B
Discretionary$4.3B
Non-Disc.$232.8M
Employees16
Clients0
DateSep 2018
Total AUM$4.7B
Discretionary$4.4B
Non-Disc.$237.1M
Employees16
Clients0
DateMar 2018
Total AUM$4.7B
Discretionary$4.4B
Non-Disc.$237.1M
Employees17
Clients0
DateSep 2017
Total AUM$4.2B
Discretionary$3.9B
Non-Disc.$215M
Employees16
Clients26
DateJun 2017
Total AUM$4.2B
Discretionary$3.9B
Non-Disc.$215M
Employees16
Clients26
DateApr 2017
Total AUM$4.2B
Discretionary$3.9B
Non-Disc.$215M
Employees16
Clients26
DateMar 2017
Total AUM$4.2B
Discretionary$3.9B
Non-Disc.$215M
Employees17
Clients26
DateApr 2016
Total AUM$4.2B
Discretionary$3.8B
Non-Disc.$366.5M
Employees14
Clients100
DateMar 2016
Total AUM$4.2B
Discretionary$3.8B
Non-Disc.$366.5M
Employees14
Clients100
DateOct 2015
Total AUM$4B
Discretionary$3.6B
Non-Disc.$404M
Employees13
Clients26
DateMay 2015
Total AUM$4B
Discretionary$3.6B
Non-Disc.$404M
Employees13
Clients26
DateMar 2015
Total AUM$4B
Discretionary$3.6B
Non-Disc.$404M
Employees13
Clients26
DateApr 2014
Total AUM$3.8B
Discretionary$3.4B
Non-Disc.$385.9M
Employees13
Clients26
DateMar 2014
Total AUM$3.8B
Discretionary$3.4B
Non-Disc.$385.9M
Employees13
Clients26
DateApr 2013
Total AUM$3.2B
Discretionary$2.8B
Non-Disc.$316.7M
Employees13
Clients26
DateMar 2012
Total AUM$2.8B
Discretionary$2.7B
Non-Disc.$114.5M
Employees6
Clients11