SEVEN POST INVESTMENT Overview

Seven Post Investment Office Lp is an investment advisor that manages 4 BN dollars in regulatory AUM and has 13 employees, of which 11 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/12 to 09/30/16. The fund's latest filing disclosed 20MM in positions, representing 0% of the manager's regulatory AUM.

SEVEN POST INVESTMENT StockAlpha

-9.1%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

SEVEN POST INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SPY 38.48% ETF 1.56% 0% 0 29%
VEA 23.04% ETF -3.85% -1.25% 0 8%
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FEATURED IN
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SEVEN POST INVESTMENT Founders and Key Employees

Name Title In Position Since
Ali K. Bastani Limited Partner September-2011
Eldridge F. Gray Limited Partner / Chief Executive Officer September-2011
Eric M. Allbin Limited Partner December-2012
Bruce W. Bligh Limited Partner December-2012
Brian H. Lee Limited Partner December-2012
Charles O. Wyman Limited Partner December-2012
Joanna M. Lane Chief Compliance Officer March-2015

SEVEN POST INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

SEVEN POST INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Methods of Analysis

Seven Post’s investment process is aligned with its investment philosophy: that the establishment and timely, tactical rebalancing of a sound asset allocation is a critical determinant of investment returns and risks. Seven Post provides investment advisory services that are customized to the client’s investment objectives, time horizon and risk tolerances. Consequently, client mandates generally include the following key elements:

Dialogue / Establishing Investment Objectives

At the outset of every engagement, and on an ongoing basis, Seven Post engages in an active dialogue to gain an understanding of the client’s goals, objectives and constraints. This dialogue may include the comparison of different portfolio alternatives, with relevant return and risk metrics (e.g. drawdown, volatility of returns). Seven Post collaborates with the client to establish or up...
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SEVEN POST INVESTMENT Portfolio Concentration

SEVEN POST INVESTMENT Location

ONE MONTGOMERY STREET
SUITE 3150
SAN FRANCISCO, California
UNITED STATES, 94104

SEVEN POST INVESTMENT Contact Information

Phone Number: (415) 341-9200
Fax Number: (415) 341-9140
Website:

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