Seven Post Investment Office Lp
SEC-registered
Investment Adviser · Mid-sized ($1B–$10B)
CRD 157435
· SEC file 801-72411
· San Francisco, CA
· WWW.SEVENPOST.COM
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ADV data as of Mar 31, 2026
- Regulatory AUM
- $9.6B
- Discretionary
- $9.2B
- Clients
- 53
- Avg AUM / client
- $181M
- Accounts
- 249
- Employees
- 22
AUM over time
$2.8B
$9.6B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 7 | $12.4M | 0.13% |
| High net worth individuals | 46 | $4.1B | 42.4% |
| Charitable organizations | Fewer than 5 clients | $10.4M | 0.11% |
| Other | Fewer than 5 clients | $5.5B | 57.4% |
People (18)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Charles Owen Tallant Wyman | Trustee | Jul 2004 (22y) | Less than 5% | |
| Bruce Wellington Bligh | Trustee | Jan 2006 (21y) | 25% – 50% | |
| Ali Kevin Bastani | Managing Director | Sep 2011 (15y) | 50% – 75% of Blackoak Gp Llc (indirect) | |
| Eldridge Fuller Gray | Managing Director | Sep 2011 (15y) | 50% – 75% | |
| Brian Hanwei Lee | Limited Partner | Sep 2011 (15y) | Less than 5% | |
| Eric Matthew Allbin | Limited Partner | CFP | Dec 2012 (14y) | Less than 5% |
| Gray, Kirsten, Loft | General Partner | Dec 2012 (14y) | GP / trustee / elected manager of Sprocketcal Peck One Lp (indirect) | |
| Bastani, Shalini, Lal | Trustee | Sep 2020 (6y) | GP / trustee / elected manager of Ali Kevin Bastani And Shalini Lal Bastani As Co Trustees Of The Old North Trust Dtd 11/1/2016 (indirect) | |
| Tepper, Lesley, Anne V | Chief Compliance Officer / General Counsel | Jan 2021 (6y) | Less than 5% | |
| Heuer, William, Henry | Manager | Jan 2022 (5y) | GP / trustee / elected manager of William Henry Heuer As Manager Of The Bgt Investment Office Llc (indirect) | |
| Emily Ladd Duran | Registered representative | CFP | Jan 2018 (9y) | |
| Christopher Lynton Hurtado | Registered representative | Jun 2018 (8y) | ||
| Lizanina A Lucero | Registered representative | Feb 2019 (7y) | ||
| Evan Hanover Epstein | Registered representative | Jan 2020 (7y) | ||
| Kelsey Wiegmann Ellis | Registered representative | Apr 2022 (4y) | ||
| Ashley Nicole Monk | Registered representative | May 2022 (4y) | ||
| Justin Michael Brooks | Registered representative | Feb 2024 (2y) | ||
| Daniel Alford Fedder | Registered representative | Oct 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Gray, Eldridge, Fuller And Gray, Kirsten, Loft As General Partners Of Sprocketcal Peck One, Lp | Limited Partner | Dec 2012 | A | 25% – 50% |
| Bligh, Bruce, Wellington And Bligh, Kelly, Ann As Co Trustees Of Bligh Family Trust | Limited Partner | Dec 2012 | A | 25% – 50% |
| Ali Kevin Bastani And Shalini Lal Bastani As Co Trustees Of The Old North Trust Dtd 11/1/2016 | Limited Partner | Sep 2020 | A | 10% – 25% |
| William Henry Heuer As Manager Of The Bgt Investment Office Llc | Limited Partner | Jan 2022 | A | 10% – 25% |
| Gray, Eldridge, Fuller And Bastani, Ali, Kevin As Managing Members Of Blackoak, Gp Llc | General Partner | Sep 2011 | A | Less than 5% |
| Wyman, Charles, Owen Tallant And Wyman, Megan, Pickett As Co Trustees Of Charles And Megan Wyman Trust | Limited Partner | Dec 2012 | A | Less than 5% |
| Bligh, Kelly, Ann | Trustee | Jan 2006 | B | GP / trustee / elected manager of Bligh, Bruce, Wellington And Bligh, Kelly, Ann As Co Trustees Of Bligh Family Trust (indirect) |
| Wyman, Megan, Pickett | Trustee | Jul 2004 | B | GP / trustee / elected manager of Wyman, Charles, Owen Tallant And Wyman, Megan, Pickett As Co Trustees Of Charles And Megan Wyman Trust (indirect) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.13 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Pershing $8.0B (83% of AUM) Mar 2026
- Charles Schwab & Co. $1.3B (13% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗