Seven Post Investment Office LP
● SEC registered since 2011CRD 157435SEC# 801-72411San Francisco, CA
Reg. AUM
$9.61B
Employees
22
Accounts
249
Location
San Francisco, CA
Seven Post Investment Office LP assets under management
Seven Post Investment Office LP is a registered investment adviser overseen by the SEC based in San Francisco, CA. The firm has been registered since 2011. It reports $9.6 billion in regulatory assets under management and employs 22 people.
Seven Post Investment Office LP owners & executives
24 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ali Kevin Bastani Control | Managing Director | 10-25% | 2011 |
| Ali Kevin Bastani and Shalini Lal Bastani As Co-Trustees of the Old North Trust Dtd 11/1/2016 Control | Limited Partner | 10-25% | 2020 |
| Bligh, Bruce, Wellington and Bligh, Kelly, Ann As Co-Trustees of Bligh Family Trust Control | Limited Partner | 25-50% | 2012 |
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Join to unlock · $37/moFrequently asked questions
How much does Seven Post Investment Office LP manage?
Seven Post Investment Office LP reports $9.6 billion in regulatory assets under management on its Form ADV.
How many employees does Seven Post Investment Office LP have?
Seven Post Investment Office LP reports 22 employees.
Where is Seven Post Investment Office LP located?
Seven Post Investment Office LP is based in San Francisco, CA and has been SEC-registered since 2011.
Does Seven Post Investment Office LP disclose fund performance?
Seven Post Investment Office LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | One Montgomery Street, Suite 3150, San Francisco, CA 94104-4505 |
| Phone | (415) 341-9300 |
| Fax | (415) 341-9140 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1554308 |
| Discloses disciplinary history | No |
Regulatory AUM
$9.61B▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 9%
Larger than 91% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$9.61Bregulatory AUM
Discretionary $9.23BNon-discretionary $377M