Seven Post Investment Office is a family office - multi based in San Francisco, United States, founded in 1999. Verified contact details, AUM data, and investment preferences on FindLPs.
We provide customized, independent counsel to clients with significant assets. Our singular mission is to preserve and enhance client wealth. We engage in continuous dialogue and education to best understand client objectives and to improve decision-making. Seven Post manages global multi-asset class portfolios for a select number of important relationships with a focus on risk management and long-term investment results. Our approach takes account of investment structure, taxes, socially responsible mandates, estate and trust planning, philanthropy, requirements for income and other client objectives. Seven Post is a privately owned partnership and completely independent of other financial institutions. We have a value-oriented, long standing investment philosophy; managing core investments as well as engaging third-party sub-advisers on behalf of clients. Client assets are held in global custodian banks, providing institutional safety as well as the security of third party portfolio reporting and accounting.
Investment types: Investment Funds, Private Equity, Venture Capital, Joint Venture/Partner
Sectors & themes: ETFs, Investment Management, Equity/Mutual Funds, Charitable Investments, Retirement Planning, Legal & Tax Services, Trust Management, Wealth & Estate Planning, Endowment Fund Finance, Traditional Investments (Liquid Assets), Financial Services, High-Level Sectors, Non-Profit
Preferred geographies: United States, Global, Africa, Asia/Pacific, Australia/New Zealand, Canada, Europe, Emerging Markets, United Kingdom, Latin America
Location: One Montgomery Street, Suite 3150\nSan Francisco\nCalifornia\n941044505\nUnited States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.