Seven Post Investment Office Revenue

Investment Management • San Francisco, California, United States • 11-20 Employees

Seven Post Investment Office revenue & valuation

Annual revenue	$1,625,545
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$5,300,000
Total funding	No funding

Key Contacts at Seven Post Investment Office

Ali Bastani

Managing Director

Chris Hurtado

Managing Director

Eric Allbin

Managing Director

Company overview

Headquarters	One Montgomery Street, Suite 3150, San Francisco, California 94104, US
Phone number	+14153419300
Website	sevenpost.com
NAICS	5231
SIC	621
Founded	2011
Employees	11-20
Socials

Seven Post Investment Office Email Formats

Seven Post Investment Office uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@sevenpost.com), used 100% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@sevenpost.com	100%

About Seven Post Investment Office

We provide customized, independent counsel to clients with significant assets. Our singular mission is to preserve and enhance client wealth. We engage in continuous dialogue and education to best understand client objectives and to improve decision-making. Seven Post manages global multi-asset class portfolios for a select number of important relationships with a focus on risk management and long-term investment results. Our approach takes account of investment structure, taxes, socially responsible mandates, estate and trust planning, philanthropy, requirements for income and other client objectives. Seven Post is a privately owned partnership and completely independent of other financial institutions. We have a value-oriented, long standing investment philosophy; managing core investments as well as engaging third-party sub-advisers on behalf of clients. Client assets are held in global custodian banks, providing institutional safety as well as the security of third party portfolio reporting and accounting.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Vice President

C-Suite

Entry

Employees by Department

Seven Post Investment Office has 6 employees across 3 departments.

Departments

Number of employees

Funding Data

Seven Post Investment Office has never raised funding before.

Seven Post Investment Office Tech Stack

Discover the technologies and tools that power Seven Post Investment Office's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

PWA

Miscellaneous

lit-element

JavaScript libraries

Google Maps

Maps

lit-html

JavaScript libraries

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

Apache HTTP Server

Web servers

jQuery

JavaScript libraries

Apple iCloud Mail

Webmail

HTTP/3

Miscellaneous

PHP

Programming languages

Frequently asked questions

Seven Post Investment Office is located in San Francisco, California, US.

You can reach Seven Post Investment Office at +14153419300.

Seven Post Investment Office generates an estimated annual revenue of $1,625,545. This revenue figure reflects the company's market position and business performance in its industry.

Seven Post Investment Office has an estimated valuation of $5,300,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Seven Post Investment Office was founded in 2011, making it 15 years old. The company has established itself as a significant player in its industry over this time.

Seven Post Investment Office has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Seven Post Investment Office

Ali Bastani

Managing Director

Chris Hurtado

Managing Director

Eric Allbin

Managing Director

4.8

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