Seven Post Investment Office LP

Seven Post Investment Office LP (CRD# 157435) is a financial advisory firm headquartered in San Francisco, CA. They manage $4,178,896,235 in 372 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,179
    MILLION
  • Total Number of Accounts
    372
    ACCOUNTS
  • Average Account Value
    $11,233,592
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, DE, HI, ID, NV, NY, OH, PA, WA

Financial Advisors at Seven Post Investment Office LP
Showing 1 - 10 of 10 top financial advisors.
1
Eric M. Allbin
CRD#: 4552856
One Montgomery Street, Suite 3150, San Francisco, CA 94104
93
Wealthminder
score

Eric Allbin (CRD# 4552856) is an Investment Advisor Representative working at Seven Post Investment Office LP in San Francisco, CA and has over 15 years of experience in the finance industry.

2
Ali K. Bastani
CRD#: 3107724
One Montgomery Street, Suite 3150, San Francisco, CA 94104
93
Wealthminder
score

Ali Bastani (CRD# 3107724) is an Investment Advisor Representative working at Seven Post Investment Office LP in San Francisco, CA and has over 19 years of experience in the finance industry.

3
Eldridge F. Gray
CRD#: 1343418
One Montgomery Street, Suite 3150, San Francisco, CA 94104
93
Wealthminder
score

Eldridge Gray (CRD# 1343418) is an Investment Advisor Representative working at Seven Post Investment Office LP in San Francisco, CA and has over 32 years of experience in the finance industry.

4
Brian H. Lee
CRD#: 5459462
One Montgomery Street, Suite 3150, San Francisco, CA 94104
93
Wealthminder
score

Brian Lee (CRD# 5459462) is an Investment Advisor Representative working at Seven Post Investment Office LP in San Francisco, CA and has over 9 years of experience in the finance industry.

5
Charles O. Wyman
CRD#: 2734749
One Montgomery Street, Suite 3150, San Francisco, CA 94104
93
Wealthminder
score

Charles Wyman (CRD# 2734749) is an Investment Advisor Representative working at Seven Post Investment Office LP in San Francisco, CA and has over 21 years of experience in the finance industry.

6
Nicole Rene Cochrane
CRD#: 2986751
One Montgomery Street, Suite 3150, San Francisco, CA 94104
90
Wealthminder
score

Nicole Rene Cochrane (CRD# 2986751) is an Investment Advisor Representative working at Seven Post Investment Office LP in San Francisco, CA and has over 14 years of experience in the finance industry. Nicole Rene Cochrane has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Kelsey W. Ellis
CRD#: 5995735
One Montgomery Street, Suite 3150, San Francisco, CA 94104
90
Wealthminder
score

Kelsey Ellis (CRD# 5995735) is an Investment Advisor Representative working at Seven Post Investment Office LP in San Francisco, CA and has over 5 years of experience in the finance industry.

8
Elizabeth A. Gorrell
CRD#: 6235127
One Montgomery Street, Suite 3150, San Francisco, CA 94104
89
Wealthminder
score

Elizabeth Gorrell (CRD# 6235127) is an Investment Advisor Representative working at Seven Post Investment Office LP in San Francisco, CA and has over 4 years of experience in the finance industry.

9
Joanna M. Lane
CRD#: 4916291
One Montgomery Street, Suite 3150, San Francisco, CA 94104
88
Wealthminder
score

Joanna Lane (CRD# 4916291) is an Investment Advisor Representative working at Seven Post Investment Office LP in San Francisco, CA and has over 3 years of experience in the finance industry.

10
Bruce W. Bligh
CRD#: 2269610
One Montgomery Street, Suite 3150, San Francisco, CA 94104
83
Wealthminder
score

Bruce Bligh (CRD# 2269610) is an Investment Advisor Representative working at Seven Post Investment Office LP in San Francisco, CA and has over 24 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.