# Greenoaks

> Greenoaks is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2015, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated August 13, 2026.

- CRD: 165941
- Filed as: GREENOAKS
- Legal name: Greenoaks LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: August 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/165941
- AdvisorCensus page: https://advisorcensus.com/firm/greenoaks-san-francisco-ca-165941

## Quick answers

**How is Greenoaks compensated?**
On its Form ADV (Item 5.E, October 2026), Greenoaks reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Greenoaks located?**
Greenoaks' principal office is in San Francisco, CA, according to its Form ADV; the September 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Greenoaks registered with the SEC or a state?**
Greenoaks is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 165941.

**How much does Greenoaks manage?**
Greenoaks reports $18,272,992,245 in regulatory assets under management in its Form ADV filing dated August 13, 2026 (100% discretionary).

**How have Greenoaks' assets and staff changed since 2021?**
In the Form ADV data for Greenoaks: Regulatory assets under management: $12,892,124,339 in the October 2021 data and $18,272,992,245 in the October 2026 data, up 42%. Total employees: 37 in October 2021 and 67 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Greenoaks serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (59).

**Does Greenoaks report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/165941

**What changed in Greenoaks' recent Form ADV filings?**
In the September 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $18,272,992,245
- Discretionary: $18,272,992,245
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 59 | $18,272,992,245 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2015 (11 years)
- Employees: 67 total, 19 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- New York, NY
- Orinda, CA

### Websites listed on Form ADV (Item 1.I)
- greenoaks.com
- LinkedIn @greenoaks-capital-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $12,892,124,339 | 37 | September 28, 2021 |
| October 2022 | $15,379,122,120 | 50 | March 31, 2022 |
| October 2023 | $10,387,272,824 | 64 | March 31, 2023 |
| October 2024 | $9,506,156,499 | 63 | March 29, 2024 |
| October 2025 | $12,649,733,745 | 66 | March 31, 2025 |
| October 2026 | $18,272,992,245 | 67 | August 13, 2026 |

Regulatory assets under management: $12,892,124,339 in the October 2021 data and $18,272,992,245 in the October 2026 data, up 42%.
Total employees: 37 in October 2021 and 67 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Updated its list of owners and control persons (Schedule A).

### July 2026
- Changed its legal name from Greenoaks Capital Partners LLC to Greenoaks LLC.
- Added an office in Orinda, CA.
- No longer lists an office in San Francisco, CA.

### April 2026
- Employees performing advisory functions went from 16 to 19.
- Regulatory assets under management went from $12,649,733,745 to $18,272,992,245 (+44%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Greenoaks (CRD 165941): Form ADV filing data as of October 2026.