GREENOAKS CAPITAL PARTNERS LLC other names

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Adviser Profile

As of Date:

03/29/2024

Adviser Type:

- Large advisory firm


Number of Employees:

63 -1.56%

of those in investment advisory functions:

15 -21.05%


Registration:

SEC, Approved, 4/10/2015

Other registrations (1)
AUM:

9,506,156,499 -8.48%

of that, discretionary:

9,506,156,499 -8.48%

GAV:

9,506,153,500 -37.46%

Avg Account Size:

202,258,649 3.20%


SMA’s:

YES

Private Funds:

45 6

Contact Info

415 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
15B 13B 11B 9B 7B 4B 2B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

Hedge Fund Ownership of $CLOV - 1st Post in $CLOV - Reddit
09/08/2021

Greenoaks Capital Partners LLC Hedge Fund holds 96.3M shares, % of total holdings is 55.05% of that 56.50% and outstanding shares owned is 32.62%.

reddit.com

How Much Of Clover Health Investments, Corp. (NASDAQ:CLOV) Do Insiders Own?
04/08/2021

The big shareholder groups in Clover Health Investments, Corp. (NASDAQ:CLOV) have power over the company. Institutions will often hold stock in bigger companies, and we expect to see insiders owning a noticeable percentage of the smaller ones.

Yahoo Finance

Ex-Starbucks Boss Schultz Backs $1.7 Billion Cyber Firm Wiz
04/07/2021

Howard Schultz is among the new investors in Israeli cybersecurity startup Wiz, according to people familiar with the matter. The American billionaire invested in the last funding round, which valued the company at $1.

bloombergquint.com

Mexican Startup Kavak Valued at $4 Billion After Latest Round - BNN Bloomberg
04/07/2021

Mexican used car startup Kavak raised a record amount of financing to fund a major expansion into Brazil and is now valued at $4 billion.

bnnbloomberg.ca

Mexican Startup Kavak Valued at $4 Billion After Latest Round
04/07/2021

Mexican used car startup Kavak raised a record amount of financing to fund a major expansion into Brazil and is now valued at $4 billion. The Mexico City-based startup plans to begin operations in Brazil after the Series D funding round which raised $485 million and was led by D1 Capital Partners,

bloombergquint.com


Private Funds Structure

Fund Type Count GAV
Venture Capital Fund 43 $9,070,514,958
Other Private Fund 2 $435,638,542

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Private Funds



Employees




Brochure Summary

Overview

A. Description of the Advisory Firm Greenoaks Capital Partners LLC is a limited liability company organized on April 11, 2012 under the law of the State of Delaware. Benjamin Peretz and Neil Mehta are the managing members and beneficial owners of the Investment Manager. B. Description of Advisory Services Greenoaks Capital provides investment advice and management to privately placed investment funds (as described in response to Item 10 below), for which Greenoaks Capital, or an affiliate, is either the general partner or investment manager (the “Funds” or “Clients”). Investment advisory services are provided to each Client pursuant to separate investment management agreements between each Client and Greenoaks Capital or its affiliate. In addition to typical venture capital funds, Greenoaks Capital provides investment advisory services to an investment trading Fund and co-investment Funds that include, but are not limited to, certain investors in other Greenoaks Capital Funds. Greenoaks Capital seeks to make long-term investments in companies that can compound free cash flow at above-market rates over a sustained period of time. The Clients conduct a private offering of their interests (“Interests”) to certain qualified investors as described in the response to Item 7, below (such investors and prospective investors are referred herein as “Investors”). C. Client Tailored
Services and Client Imposed Restrictions Greenoaks Capital manages the Clients’ investments in accordance with the investment objectives and strategies set forth in the Clients’ limited partnership agreement, an operating agreement and/or offering documents (collectively, “Governing Documents”). Generally, there are no material limitations on the instruments, strategies and markets in which the Investment Manager may trade, nor is it subject to any formal diversification requirements or concentration limits and does not require consultation with the Clients or their Investors. Greenoaks Capital does not tailor its advisory services to the individual needs of Investors and does not accept Investor-imposed investment restrictions. In certain cases, Greenoaks Capital or its affiliates have entered into side letter agreements with certain Investors in a Client establishing rights under, or supplementing or altering the terms of, the applicable Governing Documents, including without limitation, transparency rights, reporting rights, socially responsible investment guidelines, capacity rights, approval rights and certain other protections, and the right to receive certain special allocations. D. Wrap Fees Greenoaks Capital does not participate in wrap fee programs. E. Assets Under Management As of December 31, 2022, the Investment Manager had $10,387,272,824 of regulatory assets under management on a discretionary basis.