| 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 |
Seven Post Investment Office LP reports $8.4 billion in regulatory assets under management on its Form ADV.
Seven Post Investment Office LP reports 21 employees.
Seven Post Investment Office LP is based in San Francisco, CA and has been SEC-registered since 2011.
Seven Post Investment Office LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $7.98B |
| Non-discretionary | $384.8M |
| Total (RAUM) | $8.36B |