RIA Intel›Advisers›California›GREENOAKS LLC

GREENOAKS LLC

SEC RegisteredAdvisory

SAN FRANCISCO, CA

Data as of Aug 13, 2026 · Source: SEC Form ADV

Rank in CA
#118
of 5,488 advisers by AUM
AUM change, 1 year
+33.1%
87th percentile in CA
AUM CAGR, 3 year
-6.3%
compound annual growth
Average account
$310M
across 59 accounts
AUM per adviser
$273M
67 advisers
Filing history
23
filings since 2015

Source: SEC Form ADV. Figures as filed Aug 31, 2026.

Total AUM
$18.3B
1-Year AUM Growth
+33.1%
3-Year CAGR
-6.3%
Employees
19
Assets Under Management
Total AUM$18.3B
Discretionary AUM$18.3B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients50
Team
Total Employees19
Investment Advisers67
Employee Growth (1Y)+6.7%
Filing History
Total Filings on Record23
First FilingMar 31, 2015
Latest FilingAug 13, 2026
Full AUM trend chart and 23 historical filings spanning 11+ years
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Registration
SEC RegisteredYes
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Counts advisers in California reporting AUM on their latest Form ADV.

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