0001172661-22-001027.txt : 20220318
0001172661-22-001027.hdr.sgml : 20220318
20220318134909
ACCESSION NUMBER: 0001172661-22-001027
CONFORMED SUBMISSION TYPE: 13F-HR/A
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210331
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: 22751930
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
03-31-2021
03-31-2021
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
32
153098
INFORMATION TABLE
2
infotable.xml
ALPHABET INC
CAP STK CL C
02079k107
885
428
SH
SOLE
0
0
428
AMAZON COM INC
COM
023135106
467
151
SH
SOLE
150
0
1
APPIAN CORP
CL A
03782l101
292
2200
SH
SOLE
0
0
2200
APPLE INC
COM
037833100
1085
8883
SH
SOLE
0
0
8883
ARISTA NETWORKS INC
COM
040413106
370
1225
SH
SOLE
0
0
1225
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
386
1
SH
SOLE
0
0
1
CHARLES RIV LABS INTL INC
COM
159864107
1050
3624
SH
SOLE
0
0
3624
CINCINNATI BELL INC NEW
COM NEW
171871502
216
14056
SH
SOLE
0
0
14056
DISNEY WALT CO
COM
254687106
454
2460
SH
SOLE
0
0
2460
FACEBOOK INC
CL A
30303m102
591
2005
SH
SOLE
0
0
2005
INTEGER HLDGS CORP
COM
45826h109
662
7190
SH
SOLE
0
0
7190
ISHARES TR
MSCI ACWI ETF
464288257
237
2488
SH
SOLE
2488
0
0
ISHARES TR
MSCI EAFE ETF
464287465
2000
26365
SH
SOLE
26365
0
0
KKR & CO INC
COM
48251w104
913
18700
SH
SOLE
0
0
18700
LENNOX INTL INC
COM
526107107
89314
286641
SH
SOLE
0
0
286641
MASTERCARD INCORPORATED
CL A
57636q104
415
1165
SH
SOLE
0
0
1165
MATSON INC
COM
57686g105
5312
79634
SH
SOLE
0
0
79634
MEDTRONIC PLC
SHS
g5960l103
236
2000
SH
SOLE
0
0
2000
MERCADOLIBRE INC
COM
58733r102
392
266
SH
SOLE
0
0
266
PROOFPOINT INC
COM
743424103
2334
18551
SH
SOLE
0
0
18551
SHOPIFY INC
CL A
82509l107
553
500
SH
SOLE
0
0
500
SPDR S&P 500 ETF TR
TR UNIT
78462f103
16933
42725
SH
SOLE
42725
0
0
STARBUCKS CORP
COM
855244109
219
2003
SH
SOLE
0
0
2003
TESLA INC
COM
88160r101
501
750
SH
SOLE
0
0
750
UBER TECHNOLOGIES INC
COM
90353t100
1363
25000
SH
SOLE
0
0
25000
VANGUARD INDEX FDS
MID CAP ETF
922908629
1946
8793
SH
SOLE
8793
0
0
VANGUARD INDEX FDS
SMALL CP ETF
922908751
1951
9113
SH
SOLE
9113
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
5367
25966
SH
SOLE
12037
0
13929
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
3359
64535
SH
SOLE
63287
0
1248
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
6651
68363
SH
SOLE
67299
0
1064
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
6355
129408
SH
SOLE
126408
0
3000
WISDOMTREE TR
CLOUD COMPUTNG
97717y691
289
6000
SH
SOLE
0
0
6000