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Important Disclosures

Who We Are

Seven Post Investment Office LP (“Seven Post”) is an SEC registered investment adviser located in San Francisco, California. Seven Post and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC-registered investment advisers by those states in which Seven Post maintains clients. Seven Post may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements.

Seven Post’s web site is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of Seven Post’s web site on the Internet should not be construed by any consumer and/or prospective client as Seven Post’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. No advisor-client relationship is created by your transmission of information to Seven post via its website.  Any information on Seven Post’s Internet site or provided in hard copy or via other electronic medium (such as email) should not be construed as the receipt of, or a substitute for, an offer to sell or a solicitation to buy any securities or other financial instruments in any jurisdiction, or the offer or furnishing of personalized individual advice from Seven Post. Any subsequent, direct communication by Seven Post with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

For information pertaining to the registration status of Seven Post, please contact the U.S. Securities and Exchange Commission (“SEC”) on their web site at A copy of Seven Post’s current disclosure brochure discussing Seven Post’s business operations, services, and fees is available from the SEC’s website ( or from Seven Post upon written request.

Material Provided by Third Parties

Seven Post does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Seven Post’s web site or incorporated in its website or the material Seven Post provides, and takes no responsibility therefore. All such information is provided  for your convenience  and all users should be guided accordingly.

Disclaimer of Warranties


Privacy Policy Notice

Seven Post has adopted this policy with recognition that protecting the privacy and security of the personal information we obtain about our clients is an important responsibility. We also know that clients expect us to service them in an accurate and efficient manner. To do so, we must collect and maintain certain personal information about them. We want clients to know what information we collect and how we use and safeguard that information.

What Information We Collect

We collect certain nonpublic personal identifying information about clients (such as name, address, social security number, etc.) from information that clients provide on applications or other forms as well as communications (electronic, telephone, written or in person) with clients or their authorized representatives (such as their attorney, accountant, etc.). We also collect information about various financial information including investments, brokerage accounts and transactions (such as purchases, sales, account balances, inquiries, etc.).

Furthermore, Seven Post may collect and store the following type of information from your visit to the Seven Post website:

·         Internet domain

·         IP address

·         Operating system and information about the browser used

·         Date and time of your visit to the website

·         Pages visited

·         Address of the website that connected you to the Seven Post website (such as google, bing, or yahoo)

Please note that Seven Post may employ the use of “cookies” to obtain and remember the information listed above.  Cookies are used to enhance your experience with the Seven Post website and last only as long as the web browser used to visit the Seven Post website is open.

What Information We Disclose

We do not disclose the nonpublic personal information we collect about our clients to anyone except: (i) in furtherance of our business relationship with them and then only to those persons necessary to effect the transactions and provide the services that they authorize (such as broker-dealers, custodians, independent managers, etc.); (ii) to persons assessing our compliance with industry standards (e.g., professional licensing authorities, etc.); (iii) our attorneys, accountants, and auditors; or (iv) as otherwise provided by law.

We are permitted by law to disclose the nonpublic personal information about clients to governmental agencies and other third parties in certain circumstances (such as third parties that perform administrative or marketing services on our behalf or for joint marketing programs). These third parties are prohibited to use or share the information for any other purpose. If clients decide at some point to either terminate our services or become an inactive customer, we will continue to adhere to our privacy policy, as may be amended from time to time.

Security of Client Information

We restrict access to client nonpublic personal information to those employees who need to know that information to service client accounts. We maintain physical, electronic and procedural safeguards that comply with applicable federal or state standards to protect client nonpublic personal information.

Seven Post does not however guarantee content to be accurate, timely, secure, clerical-, computational-, or other error or virus-free. Seven Post takes electronic communication security seriously; however Seven Post cannot guarantee the confidentiality of any electronic communication transmission.

Changes to our Privacy Policy or Relationship with Clients

Our policy about obtaining and disclosing information may change from time to time. We will provide clients notice of any material change to this policy at least annually.

You may not use or display any trademarks, service marks, or copyrighted materials owned by Seven Post without Seven Post’s prior written consent. 

If any of these terms and conditions of use is held to be unenforceable, the remaining provisions shall continue in full force and effect.

If you have questions or comments regarding or Privacy Policy or any of the Terms and Conditions stated herein, please contact us at 415-341-9300.

© 2019 Seven Post Investment Office LP. All rights reserved.