Seven Post Investment Office LP

Seven Post Investment Office LP (CRD# 157435) is a financial advisory firm headquartered in San Francisco, CA. They manage $7,490,083,963 in 215 accounts and serve the financial needs of clients across 18 states (or territories).

Current Firm Details
One Montgomery Street, Suite 3150, San Francisco, CA 94104
http://www.sevenpost.com
By the Numbers
  • Total Assets Under Management
    7,490
    MILLION
  • Total Number of Accounts
    215
    ACCOUNTS
  • Average Account Value
    $34,837,600
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 pooled investment vehicles (other than investment companies)
  • 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
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, DE, FL, HI, ME, NV, NY, OH, OR, PA, SD, TX, WA, WY

Financial Advisors at Seven Post Investment Office LP
Showing 11 - 13 of 13 top financial advisors.
11
Justin Brooks, financial advisor San Francisco CA
Justin M. Brooks
CRD#: 4108545
One Montgomery Street, Suite 3150, San Francisco, CA 94104

Justin Brooks (CRD# 4108545) 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.

12
Evan Epstein, financial advisor San Francisco CA
Evan H. Epstein
CRD#: 6676059
1 Montgomery Street, San Francisco, CA 94104

Evan Epstein (CRD# 6676059) is an Investment Advisor Representative working at Seven Post Investment Office LP in San Francisco, CA and has over 6 years of experience in the finance industry.

13
Jeffrey Lamb, financial advisor San Francisco CA
Jeffrey A. Lamb
CRD#: 7534342
One Montgomery Street, Suite 3150, San Francisco, CA 94104

Jeffrey Lamb (CRD# 7534342) 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.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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