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Benjamin Scott Peretz

GREENOAKS CAPITAL PARTNERS LLC·ORINDA, California
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4 ORINDA WAY, ORINDA, CA 94563CRD# 5355794Firm CRD# 165941
01

About

Benjamin Scott Peretz is a registered financial advisor based in ORINDA, California, affiliated with GREENOAKS CAPITAL PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
GREENOAKS CAPITAL PARTNERS LLC
GREENOAKS CAPITAL
AUM
$9.5B
Regulatory assets under management
Employees
63
Total firm employees
View all advisors at GREENOAKS CAPITAL PARTNERS LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5355794
Firm CRD# 165941
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Benjamin Scott Peretz offer?
Benjamin Scott Peretz specializes in Retirement Planning. Contact their office in ORINDA, California for a consultation.
What are Benjamin Scott Peretz's credentials?
Benjamin Scott Peretz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Benjamin Scott Peretz located?
Benjamin Scott Peretz is based in ORINDA, California, working with GREENOAKS CAPITAL PARTNERS LLC. Their office serves clients in the ORINDA metropolitan area and surrounding communities.
How does Benjamin Scott Peretz charge for services?
Benjamin Scott Peretz's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GREENOAKS CAPITAL PARTNERS LLC?
GREENOAKS CAPITAL PARTNERS LLC has approximately 63 employees and manages $9.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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