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Seven Post Investment Office LP CRD 157435
$9.61B regulatory AUM 1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One Montgomery Street Suite 3150, San Francisco, CA 94104-4505 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2011-09-19 |
Branch Locations
One Montgomery Street Suite 3150, San Francisco, CA 94104-4505 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Seven Post Private Investment Office | San Francisco | CA | 09/2011 | Present |
Chief Financial Officer at Ropes for Me, a non-profit tutoring organization recognized as tax exempt, located in San Francisco, CA since March 2007. Organization is not investment-related. Time spend consists of approximately 1 hour per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-08 |
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