Greenoaks
San Francisco, CA·SEC-registered · CRD #165941
Greenoaks is an SEC-registered investment advisory firm in San Francisco, CA managing $18B across 59 client accounts, with 19 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$18B
Client accounts
59
Advisory staff
19
Fee model
Fee-only
How Greenoaks is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Greenoaks
How much does Greenoaks manage?
Per its most recent SEC Form ADV filing (06/09/2026), Greenoaks reports $18B in regulatory assets under management across roughly 59 client accounts.
How does Greenoaks charge?
Greenoaks is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Greenoaks a fiduciary?
Yes. Greenoaks is registered with the U.S. Securities and Exchange Commission (CRD #165941), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Greenoaks taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Greenoaks and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Greenoaks's public SEC Form ADV filing (CRD #165941, filed 06/09/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Greenoaks. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Greenoaks? Claim this profile.