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Lesley Tepper

@Seven Post Investment Office Lp

Latest period2024 - Q4ReportedManaged Assets$261.232MTotal holdings33
Assets growth rate-60.52%Assets growth rate (2-Q avg)-18.97%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Seven Post Investment Office Lp's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 33 positions.

Assets under management

The assets under management (AUM) of Seven Post Investment Office Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 261.232M in assets, with a quarterly growth rate of -60.52% and a 2-quarter average growth rate of -18.97%. The portfolio is managed by Lesley Tepper, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value