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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
VGSHVanguard Scottsdale Fds
Recent Activity
Decreased -0.77%
1.98%
$5.149M
88,499 shares@ $58.19 avg price
GLDMWorld Gold Tr
Recent Activity
Increased 1539.15%
1.39%
$3.609M
69,418 shares@ $52.0 avg price
VTIPVanguard Malvern Fds
Recent Activity
Decreased -8.22%
1.29%
$3.346M
69,097 shares@ $48.43 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Decreased -15.18%
1.28%
$3.343M
75,902 shares@ $44.04 avg price
SLVIshares Silver Tr
Recent Activity
Decreased -49.99%
1.21%
$3.146M
119,501 shares@ $26.33 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -3.92%
0.98%
$2.555M
5,636 shares@ $453.28 avg price
IVVIshares Tr
Recent Activity
0.87%
$2.272M
3,860 shares@ $588.69 avg price
EFAIshares Tr
Recent Activity
Decreased -8.9%
0.59%
$1.534M
20,289 shares@ $75.61 avg price
IEFAIshares Tr
Recent Activity
0.56%
$1.441M
20,507 shares@ $70.29 avg price
AAPLApple Inc
Recent Activity
Decreased -58.67%
0.48%
$1.24M
4,951 shares@ $250.42 avg price