Greenoaks Capital
Answer a few questions and
get matched with an advisor.
Learn more about Greenoaks Capital
Overview
Greenoaks Capital operates as a financial advisory firm that has its headquarters in San Francisco, California. The firm has $10.4 billion in total assets throughout 53 customer accounts, making it one of the biggest firms in the country by assets under management (AUM). The company has an average-sized team, including 19 financial advisors. Greenoaks Capital is not a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer firm to do so. Securities are tradable fiscal assets such as stocks, bonds and options.
Greenoaks Capital manages all of the firm's accounts on a discretionary basis. Discretionary management signifies that transaction judgments for the client's account are made by an investment advisor without requiring client permission. The advisory firm's average account size is $196.0 million. The typical advisor at Greenoaks Capital administers about three client accounts, placing it among the most individualized advisor firms in the country.
The firm's central office is located at 4 Orinda Way, San Francisco, California 94133. Greenoaks Capital is legally permitted to provide services to customers in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Greenoaks Capital by the Numbers
$10.4 billion
64
53
$196.0 million
Fee Structure
A financial advisor's fees vary depending on which services the firm provides the client. However, fee types charged by the firm can include the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Greenoaks Capital.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm provides services to pooled investment vehicles. Out of its 53 accounts, Greenoaks Capital's biggest client type by number of accounts is pooled investment vehicles. Around 26% of the company's clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Greenoaks Capital does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.