0001172661-22-001025.txt : 20220318
0001172661-22-001025.hdr.sgml : 20220318
20220318134246
ACCESSION NUMBER: 0001172661-22-001025
CONFORMED SUBMISSION TYPE: 13F-HR/A
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20201231
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: 22751911
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
12-31-2020
12-31-2020
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
Lesley Tepper
Chief Compliance Officer
415-341-9200
/s/ Lesley Tepper
San Francisco
CA
03-18-2022
0
33
135139
INFORMATION TABLE
2
infotable.xml
ALPHABET INC
CAP STK CL C
02079k107
778
444
SH
SOLE
0
0
444
AMAZON COM INC
COM
023135106
512
157
SH
SOLE
150
0
7
APPIAN CORP
CL A
03782l101
357
2200
SH
SOLE
0
0
2200
APPLE INC
COM
037833100
1248
9403
SH
SOLE
0
0
9403
ARISTA NETWORKS INC
COM
040413106
356
1225
SH
SOLE
0
0
1225
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
348
1
SH
SOLE
0
0
1
CHARLES RIV LABS INTL INC
COM
159864107
905
3624
SH
SOLE
0
0
3624
CINCINNATI BELL INC NEW
COM NEW
171871502
215
14056
SH
SOLE
0
0
14056
DISNEY WALT CO
COM
254687106
473
2610
SH
SOLE
0
0
2610
FACEBOOK INC
CL A
30303m102
564
2065
SH
SOLE
0
0
2065
INTEGER HLDGS CORP
COM
45826h109
584
7190
SH
SOLE
0
0
7190
ISHARES TR
MSCI ACWI ETF
464288257
226
2488
SH
SOLE
2488
0
0
ISHARES TR
MSCI EAFE ETF
464287465
1924
26365
SH
SOLE
26365
0
0
KKR & CO INC
COM
48251w104
757
18700
SH
SOLE
0
0
18700
LENNOX INTL INC
COM
526107107
78531
286641
SH
SOLE
0
0
286641
MASTERCARD INCORPORATED
CL A
57636q104
437
1225
SH
SOLE
0
0
1225
MATSON INC
COM
57686g105
4522
79381
SH
SOLE
0
0
79381
MEDTRONIC PLC
SHS
g5960l103
236
2015
SH
SOLE
0
0
2015
MERCADOLIBRE INC
COM
58733r102
446
266
SH
SOLE
0
0
266
MICROSOFT CORP
COM
594918104
202
907
SH
SOLE
0
0
907
PRA GROUP INC
COM
69354n106
327
8250
SH
SOLE
0
0
8250
PROOFPOINT INC
COM
743424103
2531
18551
SH
SOLE
0
0
18551
SHOPIFY INC
CL A
82509l107
566
500
SH
SOLE
0
0
500
SPDR S&P 500 ETF TR
TR UNIT
78462f103
15318
40971
SH
SOLE
40593
0
378
STARBUCKS CORP
COM
855244109
214
2003
SH
SOLE
0
0
2003
TESLA INC
COM
88160r101
529
750
SH
SOLE
0
0
750
UBER TECHNOLOGIES INC
COM
90353t100
1275
25000
SH
SOLE
0
0
25000
VANGUARD INDEX FDS
MID CAP ETF
922908629
351
1697
SH
SOLE
1697
0
0
VANGUARD INDEX FDS
SMALL CP ETF
922908751
356
1829
SH
SOLE
1829
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
5112
26265
SH
SOLE
12336
0
13929
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
3104
61944
SH
SOLE
60696
0
1248
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
6338
68467
SH
SOLE
67405
0
1062
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
5497
116420
SH
SOLE
113420
0
3000