0001172661-20-001146.txt : 20200507
0001172661-20-001146.hdr.sgml : 20200507
20200507161626
ACCESSION NUMBER: 0001172661-20-001146
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200331
FILED AS OF DATE: 20200507
DATE AS OF CHANGE: 20200507
EFFECTIVENESS DATE: 20200507
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
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-15323
FILM NUMBER: 20856632
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
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001554308
XXXXXXXX
03-31-2020
03-31-2020
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
05-07-2020
0
37
188005
INFORMATION TABLE
2
infotable.xml
ALEXANDER & BALDWIN INC NEW
COM
014491104
5961
531290
SH
SOLE
0
0
531290
ALPHABET INC
CAP STK CL C
02079K107
614
528
SH
SOLE
0
0
528
AMAZON COM INC
COM
023135106
1146
588
SH
SOLE
300
0
288
AMERICAN INTL GROUP INC
*W EXP 01/19/202
026874156
22
27000
SH
SOLE
0
0
27000
APPLE INC
COM
037833100
1416
5568
SH
SOLE
0
0
5568
ARISTA NETWORKS INC
COM
040413106
248
1225
SH
SOLE
0
0
1225
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
272
1
SH
SOLE
0
0
1
CHARLES RIV LABS INTL INC
COM
159864107
457
3624
SH
SOLE
0
0
3624
CINCINNATI BELL INC NEW
COM NEW
171871502
206
14056
SH
SOLE
0
0
14056
DISNEY WALT CO
COM DISNEY
254687106
252
2610
SH
SOLE
0
0
2610
ENPHASE ENERGY INC
COM
29355A107
226
7000
SH
SOLE
0
0
7000
ENTERPRISE PRODS PARTNERS L
COM
293792107
417
29140
SH
SOLE
0
0
29140
EQUITY LIFESTYLE PPTYS INC
COM
29472R108
5759
100200
SH
SOLE
100200
0
0
EQUITY RESIDENTIAL
SH BEN INT
29476L107
5159
83600
SH
SOLE
83600
0
0
FACEBOOK INC
CL A
30303M102
334
2005
SH
SOLE
0
0
2005
INTEGER HLDGS CORP
COM
45826H109
452
7190
SH
SOLE
0
0
7190
ISHARES TR
MSCI ACWI ETF
464288257
1034
16521
SH
SOLE
16521
0
0
ISHARES TR
MSCI EAFE ETF
464287465
1409
26365
SH
SOLE
26365
0
0
KKR & CO INC
CL A
48251W104
439
18700
SH
SOLE
0
0
18700
LENNOX INTL INC
COM
526107107
54081
297491
SH
SOLE
0
0
297491
MAGELLAN MIDSTREAM PRTNRS LP
COM UNIT RP LP
559080106
350
9600
SH
SOLE
0
0
9600
MASTERCARD INC
CL A
57636Q104
281
1165
SH
SOLE
0
0
1165
MATSON INC
COM
57686G105
5476
178825
SH
SOLE
0
0
178825
PRA GROUP INC
COM
69354N106
236
8500
SH
SOLE
0
0
8500
PROLOGIS INC.
COM
74340W103
5811
72307
SH
SOLE
72100
0
207
PROOFPOINT INC
COM
743424103
1903
18551
SH
SOLE
0
0
18551
PUBLIC STORAGE
COM
74460D109
5303
26700
SH
SOLE
26700
0
0
SELECT SECTOR SPDR TR
SBI INT-FINL
81369Y605
493
23700
SH
SOLE
23700
0
0
SHOPIFY INC
CL A
82509L107
208
500
SH
SOLE
0
0
500
SPDR S&P 500 ETF TR
TR UNIT
78462F103
16237
62997
SH
SOLE
62997
0
0
UBER TECHNOLOGIES INC
COM
90353T100
1700
60903
SH
SOLE
0
0
60903
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
53156
761000
SH
SOLE
761000
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
1527
11849
SH
SOLE
11849
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
3366
100325
SH
SOLE
100325
0
0
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
4735
75393
SH
SOLE
75393
0
0
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
7251
217498
SH
SOLE
217498
0
0
ZYNGA INC
CL A
98986T108
68
10000
SH
SOLE
0
0
10000