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Ali Kevin Bastani

Seven Post Investment Office LP

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About Ali Kevin Bastani

Ali Bastani is an investment advisor representative registered with Seven Post Investment Office LP. Ali has been in the industry since 1998 and has extensive experience in the investment advisory field. Ali is licensed to provide investment advisory services in California and has held previous positions at Goldman, Sachs & Co. Ali has a strong track record of providing high-quality investment advice to clients. Ali is committed to helping clients achieve their financial goals.

Firm Information

Ali Bastani is currently registered with Seven Post Investment Office LP. Seven Post Investment Office LP is an investment advisory firm located in SAN FRANCISCO, CA. They offer a variety of advisory services, including financial planning, portfolio management for individuals and businesses, and investment consulting services. They manage approximately $7.5 billion in assets for a variety of clients, including high-net-worth individuals, private endowments, and charitable organizations.
Seven Post Investment Office LP

ONE MONTGOMERY STREET

SAN FRANCISCO, CA 94104-4505

$7.49B

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment consulting services

Investment consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ali Bastani’s Registration & Firm History

CA

09/08/2011 - Present

Seven Post Investment Office LP (SAN FRANCISCO CA)

NY

10/15/1998 - 09/16/2011

GOLDMAN, SACHS & CO. (NEW YORK NY)

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Licenses & Designations

IA

Issued 11/30/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/04/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/17/1998

Series 3 - National Commodity Futures Examination

BC

Issued 10/14/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ali Kevin Bastani.
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