WHO WE ARE
Seven Post Investment Office LP (“Seven Post”) is a U.S. Securities and Exchange Commission (“SEC”) registered investment adviser located in San Francisco, California. Seven Post and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC-registered investment advisers by those states in which Seven Post maintains clients. Registration with the SEC does not imply a certain level of skill or training. Seven Post may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements.
Seven Post’s web site is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of Seven Post’s web site on the Internet should not be construed by any consumer and/or prospective client as Seven Post’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. No advisor-client relationship is created by your transmission of information to Seven post via its website. Any information on Seven Post’s Internet site or provided in hard copy or via other electronic medium (such as email) should not be construed as the receipt of, or a substitute for, an offer to sell or a solicitation to buy any securities or other financial instruments in any jurisdiction, or the offer or furnishing of personalized individual advice from Seven Post. Any subsequent, direct communication by Seven Post with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.
For information pertaining to the registration status of Seven Post, please contact the SEC on their web site at www.adviserinfo.sec.gov. A copy of Seven Post’s current disclosure brochure discussing Seven Post’s business operations, services, and fees is available from the SEC’s website (www.adviserinfo.sec.gov) or from Seven Post upon written request. Additionally, click here to access a copy of our Form CRS.
MATERIAL PROVIDED BY THIRD PARTIES
Seven Post does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Seven Post’s web site or incorporated in its website or the material Seven Post provides, and takes no responsibility therefore. All such information is provided for your convenience and all users should be guided accordingly.
DISCLAIMER OF WARRANTIES
ACCESS TO THIS WEB SITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEB SITE OR ANY THIRD PARTY WEB SITE LINKED TO THIS WEB SITE.