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 set up as a limited liability company and operates as a venture capital-focused manager and capital allocator for institutional clients. The firm is SEC-registered (since 2015) and provides portfolio management for pooled investment vehicles, acting in sponsor/GP and managing-member roles for those vehicles and, where applicable, as a CPO/CTA. Its client base is institutional, and its fee mix combines a percentage-of-AUM charge with performance-based fees. 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

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Patrick Lai

    Chief Compliance OfficerCRD 3247946

Contacts

3 of 4
  • Benjamin Peretz

    Managing PartnerCRD 5355794

  • Benjamin Schrier

    General CounselCRD 7990717

  • Neil Mehta

    Neil Mehta

    Managing PartnerCRD 6131196

Unlock 1 more contacts

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