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

More Retirement Planning firms in Orinda, California:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Orinda, California

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.