DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
G••••••••
Asset manager (funds and pooled vehicles)San Francisco, CaliforniaCRD 165941SEC 801-88209websiteIAPD
Legal name G•••••••• L••
Latest filing Aug 13, 2026
First filing on the tape Mar 31, 2015 · 26 filings
SEC status approved since Apr 10, 2015
RAUM
$18B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
67
19 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
57
reported on Schedule D
History
26 filings and snapshots on the tape
RAUM$18B as of Aug 13, 2026
Mar 30, 2016$1.2B then
HNW client RAUM$0 as of Aug 13, 2026
Mar 29, 2018$0 then
State-registered IARs (5.B.3)0 as of Aug 13, 2026
Mar 30, 20160 then
Employees (5.A)67 as of Aug 13, 2026
Mar 30, 20168 then
Private funds57 as of Aug 13, 2026
Mar 30, 201624 then
RAUM +44% over the last fiscal year+21% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Aug 13, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $310MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +44%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- yesreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$18B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 59reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
90 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| G•• 0•• | Venture Capital Fund | $2.0B | 150 | Mar 31, 2023 |
| G•• 0•• | Venture Capital Fund | $1.9B | 210 | Mar 31, 2022 |
| G•• 0••no longer reported | Venture Capital Fund | $1.8B | 66 | Mar 29, 2019 |
| G•• 0•• | Venture Capital Fund | $1.2B | 82 | Mar 29, 2018 |
| G•• 0•• | Venture Capital Fund | $1.1B | 105 | Mar 31, 2021 |
| G•• 0••no longer reported | Venture Capital Fund | $910M | 43 | Feb 26, 2016 |
| G•• 0••no longer reported | Venture Capital Fund | $478M | 3 | Mar 30, 2020 |
| G•• 0•• | Venture Capital Fund | $423M | 61 | Mar 31, 2022 |
| G•• 0•• | Other Private Fund | $348M | 204 | Mar 30, 2020 |
| G•• 0••no longer reported | Venture Capital Fund | $248M | 63 | Mar 31, 2015 |
| G•• 0•• | Venture Capital Fund | $237M | 161 | Mar 29, 2024 |
| G•• 0•• | Venture Capital Fund | $227M | 19 | Mar 30, 2020 |
| G•• 0•• | Venture Capital Fund | $224M | 84 | Mar 30, 2016 |
| G•• 0••no longer reported | Venture Capital Fund | $218M | 60 | Mar 31, 2015 |
| G•• 0•• | Venture Capital Fund | $179M | 109 | Mar 31, 2022 |
| G•• 0•• | Venture Capital Fund | $135M | 105 | Mar 31, 2021 |
| G•• 0•• | Venture Capital Fund | $113M | 834 | Mar 31, 2023 |
| G•• 0•• | Venture Capital Fund | $106M | 732 | Mar 31, 2022 |
| G•• 0•• | Venture Capital Fund | $106M | 113 | Mar 31, 2022 |
| G•• 0•• | Venture Capital Fund | $88.7M | 3 | Mar 31, 2023 |
| G•• 1•• | Other Private Fund | $88.0M | 2 | Mar 29, 2024 |
| G•• 0••no longer reported | Venture Capital Fund | $85.8M | 14 | Feb 26, 2016 |
| G•• 0•• | Venture Capital Fund | $83.8M | 19 | Mar 31, 2021 |
| G•• 0••no longer reported | Venture Capital Fund | $81.1M | 1 | Mar 31, 2015 |
| G•• 0•• | Venture Capital Fund | $78.1M | 732 | Mar 31, 2022 |
| G•• 0••no longer reported | Venture Capital Fund | $73.5M | 1 | Mar 30, 2016 |
| G•• 0•• | Venture Capital Fund | $65.0M | 113 | Mar 31, 2022 |
| G•• 0••no longer reported | Venture Capital Fund | $60.3M | 67 | Mar 30, 2020 |
| G•• 0•• | Venture Capital Fund | $60.3M | 16 | Mar 29, 2024 |
| G•• 0•• | Venture Capital Fund | $58.5M | 28 | Mar 30, 2020 |
| G•• 0•• | Venture Capital Fund | $57.3M | 24 | Mar 30, 2020 |
| G•• 0•• | Venture Capital Fund | $56.3M | 6 | Mar 29, 2019 |
| G•• 0•• | Venture Capital Fund | $55.1M | 43 | Mar 29, 2018 |
| G•• 0••no longer reported | Venture Capital Fund | $53.7M | 13 | Mar 29, 2019 |
| G•• 0•• | Venture Capital Fund | $52.8M | 22 | Mar 31, 2021 |
| G•• 0•• | Venture Capital Fund | $52.7M | 24 | Mar 29, 2019 |
| G•• 0••no longer reported | Venture Capital Fund | $49.0M | 22 | Mar 30, 2016 |
| G•• 0••no longer reported | Venture Capital Fund | $45.7M | 24 | Mar 29, 2018 |
| G•• 0•• | Venture Capital Fund | $42.6M | 196 | Mar 31, 2022 |
| G•• 0•• | Venture Capital Fund | $42.5M | 729 | Mar 31, 2023 |
Owners and control persons
Schedule A and B, latest filing
- B•••••••• S•••••• D••••• · Chief Compliance Officercontrolsince 09/2024 · owns less than 5%
- L••• P••••••• H•••••• · Chief Financial Officercontrolsince 07/2017 · owns less than 5%
- M••••• N••• · Managing Directorcontrolsince 04/2012 · owns 50% to 75%
- P•••••• B•••••••• S•••• · Managing Directorcontrolsince 04/2012 · owns 25% to 50%
- S••••••• B•••••••• W••••••• · General Counselcontrolsince 04/2022 · owns less than 5%
Related persons
Schedule D 7.A
- G•••••• I• M• L••pooled vehicle sponsorn
- G•••••• M• L••pooled vehicle sponsorn
- G•••••••• C•••••• ••••• I• L•pooled vehicle sponsorn
- G•••••••• C•••••• ••••• I•• L•pooled vehicle sponsorn
- G•••••••• C•••••• •••••• L•••pooled vehicle sponsorn
- G•••••••• C•••••• G• I• L••pooled vehicle sponsorn
- G•••••••• C•••••• G• V• L••pooled vehicle sponsorn
- G•••••••• C•••••• M• M••••••••• L••pooled vehicle sponsorn
- G•••••••• C•••••• O••••••••• P••••••••• ••••• L•bankpooled vehicle sponsorn
- G•••••••• F•• M• L••pooled vehicle sponsorn
- P••••••• B••••• M• L••pooled vehicle sponsorn
Advisers that list G•••••••• as a related person
- 293910 n
Offices
Schedule D 1.F, the 25 largest
- San Francisco, CA14 employees
- New York, NY1 employees
What changed
consecutive filings, newest first
- HQ city · ORINDA to SAN FRANCISCOMar 31, 2026 to Jun 9, 2026
- Legal name · G•••••••• C•••••• P••••••• L•• to G•••••••• LLCMar 31, 2026 to Jun 9, 2026
- Accounts · 50 to 59Mar 31, 2025 to Mar 31, 2026
- Advisory employees · 16 to 19Mar 31, 2025 to Mar 31, 2026
- Pooled vehicle clients · 50 to 59Mar 31, 2025 to Mar 31, 2026
- Employees · 66 to 67Mar 31, 2025 to Mar 31, 2026
- Private funds · 48 to 57Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $13B to $18BMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $13B to $18BMar 31, 2025 to Mar 31, 2026
- RAUM · $13B to $18BMar 31, 2025 to Mar 31, 2026
- Accounts · 47 to 50Oct 1, 2024 to Mar 31, 2025
- Advisory employees · 15 to 16Oct 1, 2024 to Mar 31, 2025
- Business name · G•••••••• C•••••• to G••••••••Oct 1, 2024 to Mar 31, 2025
- Pooled vehicle clients · 47 to 50Oct 1, 2024 to Mar 31, 2025
- Employees · 63 to 66Oct 1, 2024 to Mar 31, 2025
- Financial planning clients · unset to Oct 1, 2024 to Mar 31, 2025
- Private funds · 45 to 48Oct 1, 2024 to Mar 31, 2025
- Discretionary RAUM · $9.5B to $13BOct 1, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $9.5B to $13BOct 1, 2024 to Mar 31, 2025
- RAUM · $9.5B to $13BOct 1, 2024 to Mar 31, 2025
- Accounts · 53 to 47Mar 31, 2023 to Mar 29, 2024
- Advisory employees · 19 to 15Mar 31, 2023 to Mar 29, 2024
- Pooled vehicle clients · 53 to 47Mar 31, 2023 to Mar 29, 2024
- Employees · 64 to 63Mar 31, 2023 to Mar 29, 2024
- Private funds · 51 to 45Mar 31, 2023 to Mar 29, 2024
- Discretionary RAUM · $10B to $9.5BMar 31, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $10B to $9.5BMar 31, 2023 to Mar 29, 2024
- RAUM · $10B to $9.5BMar 31, 2023 to Mar 29, 2024
- Accounts · 70 to 53Mar 31, 2022 to Mar 31, 2023
- Advisory employees · 15 to 19Mar 31, 2022 to Mar 31, 2023
- Pooled vehicle clients · 70 to 53Mar 31, 2022 to Mar 31, 2023
- Assets in custody · $8.7M to $0Mar 31, 2022 to Mar 31, 2023
- Employees · 50 to 64Mar 31, 2022 to Mar 31, 2023
- HQ city · SAN FRANCISCO to ORINDAMar 31, 2022 to Mar 31, 2023
- Private funds · 69 to 51Mar 31, 2022 to Mar 31, 2023
- Discretionary RAUM · $15B to $10BMar 31, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $15B to $10BMar 31, 2022 to Mar 31, 2023
- RAUM · $15B to $10BMar 31, 2022 to Mar 31, 2023
- Accounts · 55 to 70Sep 28, 2021 to Mar 31, 2022
- Advisory employees · 12 to 15Sep 28, 2021 to Mar 31, 2022
Signals
10 dated events
- Greenoaks reported RAUM $18.3B, up 44% from $12.6B (2025-03-31 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- Greenoaks reported RAUM $12.6B, up 33% from $9.5B (2024-10-01 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- Woodside Benjamin Schrier (General Counsel) appeared on Schedule A of GreenoaksOct 1, 2024 · Control person joined · fact
- Dennis Steven Buchholz (Chief Compliance Officer) appeared on Schedule A of GreenoaksOct 1, 2024 · Control person joined · fact
- Greenoaks reported RAUM $10.4B, down 32% from $15.4B (2022-03-31 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- Greenoaks reported RAUM $13.1B, up 179% from $4.7B (2020-10-16 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- Greenoaks reported RAUM $4.7B, up 43% from $3.3B (2020-02-05 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- Greenoaks reported RAUM $3.3B, up 78% from $1.9B (2018-12-12 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
- Greenoaks reported RAUM $1.9B, up 40% from $1.3B (2017-08-03 to 2018-03-29)Mar 29, 2018 · RAUM change · derived
- G•••••••• C•••••• P••••••• L•• filed its initial SEC registration (Form ADV)Mar 31, 2015 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- G•••••••• C•••••• · Private Equityshared crd · organization
- G•••••••• C•••••• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/greenoaks-capital-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 415.942.5322reportedpublic record, Form ADV, Aug 13, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026