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 03/31/23. The fund's latest filing disclosed 277MM in positions, representing 7% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/12 to 03/31/23. The fund's latest filing disclosed 277MM in positions, representing 7% of the manager's regulatory AUM.
SEVEN POST INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
SEVEN POST INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VNQ | 22.54% | ETF | -4.5% | -1.55% | 0 | 10% | ||
| LII | 22.41% | Industrials | 11.64% | 3.3% | 1 | 4% | ||
|
Get the Full Report |
||||||||
FEATURED IN
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...
Get the Full Report
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...
Get the Full Report
SEVEN POST INVESTMENT Portfolio Concentration
SEVEN POST INVESTMENT Location
ONE MONTGOMERY STREET
SUITE 3150
SAN FRANCISCO, California
UNITED STATES, 94104
SUITE 3150
SAN FRANCISCO, California
UNITED STATES, 94104
SEVEN POST INVESTMENT Contact Information
Phone Number: (415) 341-9200
Fax Number: (415) 341-9140
Website: http://www.sevenpost.com
Fax Number: (415) 341-9140
Website: http://www.sevenpost.com
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
