0001172661-22-001023.txt : 20220318
0001172661-22-001023.hdr.sgml : 20220318
20220318133940
ACCESSION NUMBER: 0001172661-22-001023
CONFORMED SUBMISSION TYPE: 13F-HR/A
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200930
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: 22751901
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
09-30-2020
09-30-2020
true
01
RESTATEMENT
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
32
136334
INFORMATION TABLE
2
infotable.xml
ALEXANDER & BALDWIN INC NEW
COM
014491104
587
52347
SH
SOLE
0
0
52347
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609w102
220
750
SH
SOLE
0
0
750
ALPHABET INC
CAP STK CL C
02079k107
629
428
SH
SOLE
0
0
428
AMAZON COM INC
COM
023135106
592
188
SH
SOLE
150
0
38
APPLE INC
COM
037833100
1037
8955
SH
SOLE
0
0
8955
ARISTA NETWORKS INC
COM
040413106
253
1225
SH
SOLE
0
0
1225
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
320
1
SH
SOLE
0
0
1
CHARLES RIV LABS INTL INC
COM
159864107
821
3624
SH
SOLE
0
0
3624
CINCINNATI BELL INC NEW
COM NEW
171871502
211
14056
SH
SOLE
0
0
14056
DISNEY WALT CO
COM DISNEY
254687106
324
2610
SH
SOLE
0
0
2610
ENTERPRISE PRODS PARTNERS L
COM
293792107
523
33142
SH
SOLE
2
0
33140
FACEBOOK INC
CL A
30303m102
525
2005
SH
SOLE
0
0
2005
INTEGER HLDGS CORP
COM
45826h109
424
7190
SH
SOLE
0
0
7190
ISHARES TR
MSCI EAFE ETF
464287465
1678
26365
SH
SOLE
26365
0
0
KKR & CO INC
COM
48251w104
642
18700
SH
SOLE
0
0
18700
LENNOX INTL INC
COM
526107107
81100
297493
SH
SOLE
0
0
297493
MAGELLAN MIDSTREAM PRTNRS LP
COM UNIT RP LP
559080106
328
9600
SH
SOLE
0
0
9600
MASTERCARD INCORPORATED
CL A
57636q104
394
1165
SH
SOLE
0
0
1165
MATSON INC
COM
57686g105
7257
181009
SH
SOLE
0
0
181009
MEDTRONIC PLC
SHS
g5960l103
209
2015
SH
SOLE
0
0
2015
MERCADOLIBRE INC
COM
58733r102
297
274
SH
SOLE
0
0
274
PRA GROUP INC
COM
69354n106
330
8250
SH
SOLE
0
0
8250
PROOFPOINT INC
COM
743424103
1958
18551
SH
SOLE
0
0
18551
SHOPIFY INC
CL A
82509l107
511
500
SH
SOLE
0
0
500
SPDR S&P 500 ETF TR
TR UNIT
78462f103
13822
41273
SH
SOLE
41273
0
0
TESLA INC
COM
88160r101
322
750
SH
SOLE
0
0
750
UBER TECHNOLOGIES INC
COM
90353t100
1131
31000
SH
SOLE
0
0
31000
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
5902
34653
SH
SOLE
20539
0
14114
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
2932
67802
SH
SOLE
66555
0
1247
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
5629
69807
SH
SOLE
68752
0
1055
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
5222
127663
SH
SOLE
124663
0
3000
VERTEX PHARMACEUTICALS INC
COM
92532f100
204
750
SH
SOLE
0
0
750