Greenoaks

RIASEC RegisteredEst. 2015
Total AUM
$18.3B
Discretionary
$18.3B
100% of AUM
Avg account
$310M
Accounts
59
Employees
67
Advisory reps
5

Firm details

Headquarters
San Francisco, California
CRD number
165941
Registered since
April 10, 2015
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Greenoaks is structured as a limited liability company and operates as both an independent registered investment adviser and a venture capital manager. Founded as an SEC-registered adviser in 2015, the firm positions itself as a capital allocator focused on institutional clients and specializes in managing pooled investment vehicles. Its advisory mandate centers on portfolio management for those pooled vehicles, and it serves in sponsor and general partner roles for funds it manages. Fee arrangements combine percentage-of-assets management fees with performance-based compensation. Greenoaks identifies as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Steven Buchholz

    Chief Compliance Officer and Associate General CounselCRD 7981116

  • Patrick Lai

    Chief Compliance OfficerCRD 3247946

Contacts

3 of 3
  • Benjamin Peretz

    Managing PartnerCRD 5355794

  • Benjamin Schrier

    General CounselCRD 7990717

  • Neil Mehta

    Neil Mehta

    Managing PartnerCRD 6131196

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
1 Letterman Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth