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GREENOAKS CAPITAL
4 Orinda Way
Suite 200-C
Orinda, California 94563
Tel: 415.942.5322
About GREENOAKS CAPITAL
GREENOAKS CAPITAL, formally registered with the SEC as GREENOAKS CAPITAL. The firm was established in 04/10/2015. They have over 3 offices throughout the country.
GREENOAKS CAPITAL is a Orinda, California based Financial Planning firm with nearly $9,506,156,499 assets under management, offering retirement planning & investment advisory services to 47 clients. The firm is staffed with 63 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 165941 |
| SEC# | 801-88209 |
| Assets Managed by Firm | $9,506,156,499 |
| No. of Clients | 47 |
| No. of Advisors | 63 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 47 | $9,506,156,499 |
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