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Seven Post Investment Office Lp

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on June 16, 2019
    • $4.5B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 151
      Accounts
    • $29.9M
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

12

name start date
Kellen Joseph Schmitz
November 2016
Ali Kevin Bastani
September 2011
Stephanie Jan Bauer
May 2018
Eric Matthew Allbin
September 2011
Christopher Lynton Hurtado
June 2018

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Eldridge Fuller Gray Chief Compliance Officer August, 2018 50% to 75%
    Bruce Wellington Bligh Managing Director September, 2011 25% to 50%
    Ali Kevin Bastani Managing Director / Limited Partner September, 2011 10% to 25%
    Brian Hanwei Lee Principal / Limited Partner December, 2012 less than 5%
    Eric Matthew Allbin Principal / Limited Partner December, 2012 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Fixed Fees