AdvisorOS Directory
Claim Profile
NM

Neil Mehta

GREENOAKS CAPITAL PARTNERS LLC·ORINDA, California
Unclaimed Profile
4 ORINDA WAY, ORINDA, CA 94563CRD# 6131196Firm CRD# 165941
01

About

Neil Mehta 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# 6131196
Firm CRD# 165941
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ORINDA?

Browse all registered financial advisors in ORINDA, California or claim this profile if it's yours.

Browse ORINDA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Neil Mehta offer?
Neil Mehta specializes in Retirement Planning. Contact their office in ORINDA, California for a consultation.
What are Neil Mehta's credentials?
Neil Mehta is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Neil Mehta located?
Neil Mehta 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 Neil Mehta charge for services?
Neil Mehta'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in ORINDA
Renee Tailing Szu — WESPAC ADVISORS, LLCJohn Cole Williams — WESPAC ADVISORS, LLCMarcello (no Middle Name) Arona — AXA ROSENBERG INVESTMENT MANAGEMENT LLCStephen Fitzgerald Shea — VII PEAKS CAPITAL LLCWillis Jahryun Koo — SCP INVESTMENT, LP
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile