Greenoaks
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 165941
- Registered since
- April 10, 2015
- Website
- www.greenoaks.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Steven Buchholz
Chief Compliance Officer and Associate General CounselCRD 7981116
Patrick Lai
Chief Compliance OfficerCRD 3247946
Contacts
3 of 3Benjamin Peretz
Managing PartnerCRD 5355794
Benjamin Schrier
General CounselCRD 7990717

Neil Mehta
Managing PartnerCRD 6131196
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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