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GREENOAKS

SAN FRANCISCO, CA · CRD 165941 · IAPD ↗ · greenoaks.com · 415.942.5322

$18.27BRegulatory AUM
19Advisory reps
67Employees
0Clients
n/aPlanning clients
57Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

35
July 2026 — GREENOAKS moved its main office from ORINDA, CA to SAN FRANCISCO, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
53
April 2026 — GREENOAKS reported RAUM up 44% ($12.65B -> $18.27B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
April 2025 — GREENOAKS CAPITAL is now doing business as GREENOAKS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
51
April 2025 — GREENOAKS reported RAUM up 33% ($9.51B -> $12.65B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
April 2024 — GREENOAKS CAPITAL shrank from 19 to 15 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.