0001172661-20-001659.txt : 20200813
0001172661-20-001659.hdr.sgml : 20200813
20200813155725
ACCESSION NUMBER: 0001172661-20-001659
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200630
FILED AS OF DATE: 20200813
DATE AS OF CHANGE: 20200813
EFFECTIVENESS DATE: 20200813
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: 201099158
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
06-30-2020
06-30-2020
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
08-13-2020
0
32
137818
INFORMATION TABLE
2
infotable.xml
ALEXANDER & BALDWIN INC NEW
COM
014491104
6476
531290
SH
SOLE
0
0
531290
ALPHABET INC
CAP STK CL C
02079k107
746
528
SH
SOLE
0
0
528
AMAZON COM INC
COM
023135106
1208
438
SH
SOLE
150
0
288
APPLE INC
COM
037833100
1957
5365
SH
SOLE
0
0
5365
ARISTA NETWORKS INC
COM
040413106
257
1225
SH
SOLE
0
0
1225
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
267
1
SH
SOLE
0
0
1
CHARLES RIV LABS INTL INC
COM
159864107
632
3624
SH
SOLE
0
0
3624
CINCINNATI BELL INC NEW
COM NEW
171871502
209
14056
SH
SOLE
0
0
14056
DISNEY WALT CO
COM DISNEY
254687106
291
2610
SH
SOLE
0
0
2610
ENPHASE ENERGY INC
COM
29355a107
333
7000
SH
SOLE
0
0
7000
ENTERPRISE PRODS PARTNERS L
COM
293792107
530
29142
SH
SOLE
2
0
29140
FACEBOOK INC
CL A
30303m102
455
2005
SH
SOLE
0
0
2005
INTEGER HLDGS CORP
COM
45826h109
525
7190
SH
SOLE
0
0
7190
ISHARES TR
MSCI EAFE ETF
464287465
1605
26365
SH
SOLE
26365
0
0
KKR & CO INC
COM
48251w104
577
18700
SH
SOLE
0
0
18700
LENNOX INTL INC
COM
526107107
69313
297493
SH
SOLE
0
0
297493
MAGELLAN MIDSTREAM PRTNRS LP
COM UNIT RP LP
559080106
414
9600
SH
SOLE
0
0
9600
MASTERCARD INCORPORATED
CL A
57636q104
344
1165
SH
SOLE
0
0
1165
MATSON INC
COM
57686g105
5238
179984
SH
SOLE
0
0
179984
MERCADOLIBRE INC
COM
58733r102
270
274
SH
SOLE
0
0
274
PRA GROUP INC
COM
69354n106
319
8250
SH
SOLE
0
0
8250
PROOFPOINT INC
COM
743424103
2061
18551
SH
SOLE
0
0
18551
SELECT SECTOR SPDR TR
SBI INT-FINL
81369y605
548
23700
SH
SOLE
23700
0
0
SHOPIFY INC
CL A
82509l107
475
500
SH
SOLE
0
0
500
SPDR S&P 500 ETF TR
TR UNIT
78462f103
17984
58320
SH
SOLE
58320
0
0
UBER TECHNOLOGIES INC
COM
90353t100
1893
60903
SH
SOLE
0
0
60903
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
5275
33701
SH
SOLE
20337
0
13364
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
3868
97652
SH
SOLE
97652
0
0
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
5395
72125
SH
SOLE
72125
0
0
VANGUARD TAX-MANAGED FDS
FTSE DEV MKT ETF
921943858
8040
207277
SH
SOLE
207277
0
0
VERTEX PHARMACEUTICALS INC
COM
92532f100
218
750
SH
SOLE
0
0
750
ZYNGA INC
CL A
98986t108
95
10000
SH
SOLE
0
0
10000