1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2GREENOAKS

Map pinORINDA, CA
Phone415.942.5322
NotebookSEC #801-88209
Total AUM
$18.3B
Employees
67
Clients
59

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4 ORINDA WAY
SUITE 200-C
ORINDA
CA 94563
United States
Operating Hours
8AM-6PM
Monday - Friday
Phone
415.942.5322
Other Offices
2

ReceiptFinancials

Total AUM
$18.3B
Accounts
59
Discretionary
$18.3B
Accounts
59
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Pooled Vehicle Clients
59
AUM
$18.3B

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 17 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

Feature requires an account