Greenoaks is an SEC registered investment adviser organized as a limited liability company with a primary office location in Orinda, CA. Its latest Form ADV filing, dated March 31, 2026, reports $18.3B in regulatory assets under management, 67 employees, 2 offices, and 59 accounts.
Assets Under Management
$18.3B
Employees
67
Offices
2 offices
Total Clients
59
Primary office
ORINDA, CA
4 ORINDA WAY, SUITE 200-C, ORINDA, CA, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
59
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$18.3Bas of March 31, 2026
Discretionary100.0%
$18.3B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$18.3B
Total Accounts59
10Y AUM Change+$17.0B (+1281.5%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees67
Clients per Employee1:1
10Y Employee Change+53 (+378.6%)
Rialytix.com
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.