# Seven Post Investment Office

Seven Post Investment Office is a Multi Family Office based in San Francisco, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** San Francisco, United States
- **Region:** North America
- **Founded:** 1999
- **Assets under management:** $9.6B
- **Website:** sevenpost.com
- **LinkedIn:** https://www.linkedin.com/company/seven-post-investment-office-lp

## Regulatory record

- **CRD number:** 157435
- **SEC file number:** 801-72411
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/157435

## About

Seven Post Investment Office functions as a multi-family office serving high-net-worth families and individuals. Its founders left Goldman Sachs Private Wealth Management to establish the firm, which maintains a San Francisco headquarters and focuses on portfolio construction and risk management. The firm deploys capital across public equities, private equity, real estate, private credit and fund-of-funds vehicles. Confirmed holdings include positions in Williams Companies reported in Q2 2025 and multiple Vanguard and SPDR ETFs. It maintains a direct co-investment program alongside third-party managers and holds geographic exposure across North America and Europe. Additional confirmed interests span FinTech, SpaceTech and supply-chain technology. The firm reports $8.3 billion in assets under management. It maintains relationships with custodians including Fidelity and Charles Schwab, and operates Seven Post Trust Company in Nevada. Charles J. McMinn, a founder, owns Vineyard 29 in Napa Valley. The firm attended the Milken Global Conference in 2025 and the Groundbreaking Women Summit in 2025. Seven Post maintains an emerging manager program and an ESG policy that incorporates socially responsible mandates. Its ownership of operating businesses such as Vineyard 29 and direct real estate assets creates a hybrid structure that integrates investment management with principal-owned operating companies.

## Sectors

- FinTech
- Robotics & Automation
- SpaceTech
- Supply Chain & Logistics

## People

- Charles J. McMinn — Founder and Chairman
- Ali Bastani — Founder and Managing Director
- Eldridge Gray — Founder and Managing Director
- Charles Wyman — Founder

## Questions

### Who runs investment decisions at Seven Post Investment Office?

Founders Ali Bastani, Eldridge Gray and Charles Wyman, all formerly at Goldman Sachs Private Wealth Management, lead the firm alongside Charles J. McMinn as Chairman.

### Does Seven Post participate in fund commitments or only direct deals?

The firm uses both approaches. It commits to third-party funds while maintaining a direct co-investment program and public equity positions.

### What investment stages does Seven Post typically target?

The firm targets early-stage, seed, pre-seed and growth opportunities according to its confirmed investment focus.

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Last updated: 2026-07-08T20:58:22.231Z

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