GREENOAKS

Overview

Greenoaks operates as an SEC-registered independent RIA and an affiliated venture capital sponsor. Organized as an LLC and registered in 2015, the firm functions as a capital allocator and portfolio manager for pooled investment vehicles, serving primarily institutional clients. It charges a combination of percentage-of-AUM fees and performance-based fees, and it identifies as an active ESG investor. The firm also serves in sponsor and manager roles for its vehicles (acting as GP, managing member, and in some cases CPO/CTA), which aligns with its dual classification as both a venture capital fund operator and an investment adviser to pooled funds.

Assets & Accounts

Public Holdings

Investments & Alternatives