0001172661-22-001020.txt : 20220318
0001172661-22-001020.hdr.sgml : 20220318
20220318133302
ACCESSION NUMBER: 0001172661-22-001020
CONFORMED SUBMISSION TYPE: 13F-HR/A
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200331
FILED AS OF DATE: 20220318
DATE AS OF CHANGE: 20220318
EFFECTIVENESS DATE: 20220318
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Seven Post Investment Office LP
CENTRAL INDEX KEY: 0001554308
IRS NUMBER: 320334017
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR/A
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-15323
FILM NUMBER: 22751880
BUSINESS ADDRESS:
STREET 1: ONE MONTGOMERY STREET, SUITE 3150
CITY: SAN FRANCISCO
STATE: CA
ZIP: 94104
BUSINESS PHONE: 415-341-9200
MAIL ADDRESS:
STREET 1: ONE MONTGOMERY STREET, SUITE 3150
CITY: SAN FRANCISCO
STATE: CA
ZIP: 94104
13F-HR/A
1
primary_doc.xml
13F-HR/A
LIVE
false
false
false
0001554308
XXXXXXXX
03-31-2020
03-31-2020
true
02
NEW HOLDINGS
false
Seven Post Investment Office LP
One Montgomery Street, Suite 3150
San Francisco
CA
94104
13F COMBINATION REPORT
028-15323
0000932859
028-04558
PARAMETRIC PORTFOLIO ASSOCIATES LLC
N
Eldridge Gray
Managing Director
415-341-9200
/s/ Eldridge Gray
San Francisco
CA
03-18-2022
0
4
4121
INFORMATION TABLE
2
infotable.xml
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
405
4744
SH
SOLE
4744
0
0
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
230
1945
SH
SOLE
0
0
1945
VANGUARD SCOTTSDALE FDS
MORTG-BACK SEC
92206c771
244
4470
SH
SOLE
4470
0
0
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206c409
3242
40990
SH
SOLE
40990
0
0