Clients
Greenoaks serves 59 clients. The average client has about $310 million with the firm.
- Pooled investment vehicles59 clients100%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 59 | $18,272,992,245 | 100.0% | $309.7M |
| Total | 59 | $18,272,992,245 | 100% | $309.7M |
- Clients
- 59
- Regulatory AUM
- $18,272,992,245
- Share
- 100.0%
- Avg. per client
- $309.7M
Total
- Clients
- 59
- Regulatory AUM
- $18,272,992,245
- Share
- 100%
- Avg. per client
- $309.7M
What it does
Greenoaks provides portfolio management for pooled vehicles. It is paid through a percentage of assets and performance-based fees.
Greenoaks advises 57 private funds.
100.0% of assets ($18.27B across 59 accounts) are managed with discretion. 22% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
Custodians
Greenoaks has custody of client assets.
- All other custodians$18.27B100%
Ownership and leadership
Neil Mehta owns 50% to 75% of Greenoaks.
- Owns 50% to 75% of Greenoaks LLC
Neil Mehta
Control person · since April 2012
- Owns 25% to 50% of Greenoaks LLC
Benjamin Peretz
Control person · since April 2012
Leadership
- Patrick LaiChief Financial Officer
- Lindsey KeenanChief Compliance Officer
- Neil MehtaManaging Partner
- Benjamin PeretzManaging Partner
- Benjamin SchrierGeneral Counsel
Staff
- 67 employees
- 19 in advisory functions
Reported holdings
Greenoaks’ reported 13F holdings total $2.36B across 10 positions, and the ten largest make up 100.0% of it.
- $2.36B
- Reported 13F value
- 10
- Positions
- 100.0%
- In the 10 largest
- +2.6%
- Value vs. prior quarter
- Carvana CO · CL A59.6%
- Coupang Inc. · CL A18.9%
- Amazon Com Inc.4.6%
- Doordash Inc. · CL A3.9%
- Servicetitan Inc. · Shs CL A3.9%
- Taiwan Semiconductor Manufac · Sponsored ADS3.3%
- Space Exploration Techn Corp. · Class A Com Stk1.9%
- Klaviyo Inc. · Com Ser A1.5%
- Cerebras Systems Inc. · Com CL A1.4%
- Navan Inc. · CL A1.0%
Together, the ten largest are 100.0% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $2.36B is not its $18.27B in regulatory assets and does not represent any individual client's portfolio.
Fees
Greenoaks is paid through a percentage of assets under management and performance-based fees.
Greenoaks’ fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Greenoaks has 2 offices, with 3 listed addresses across 2 states.
California · 2 listed addresses
- 1 Letterman Drive, Building A - Suite 500, San FranciscoHQ
- 4 Orinda Way, Orinda
New York · 1 listed address
- 30 E. 23rd Street, New York
Registration details
- Legal name
- Greenoaks LLC
- Headquarters
- 1 Letterman Drive, Building A - Suite 500, San Francisco, CA 94129
- Phone
- 415-942-5322
- Website
- www.greenoaks.com
- SEC file
- 801-88209
- Structure
- Delaware LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Greenoaks have?
Greenoaks has 59 clients and manages $18.3 billion for them, as of August 2026.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 13 August 2026
What services does Greenoaks offer?
Greenoaks provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Greenoaks have?
Greenoaks has 0 investment adviser representatives registered with state securities authorities, out of 67 employees, and 19 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Greenoaks?
Greenoaks’ direct owners are Benjamin Peretz (25% to 50%) and Neil Mehta (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 13 August 2026
How does Greenoaks get paid?
Greenoaks is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
