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Steven Dennis Buchholz

GREENOAKS CAPITAL PARTNERS LLC·ORINDA, California
Clean recordGREENOAKS CAPITAL PARTNERS LLC
4 ORINDA WAY, ORINDA, CA 94563CRD# 7981116Firm CRD# 165941

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Steven Dennis Buchholz · ORINDA, CA
Registration
CRD #7981116 · GREENOAKS CAPITAL PARTNERS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Steven Dennis Buchholz 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
Introduction

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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# 7981116
Firm CRD# 165941
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Steven Dennis Buchholz offer?
Steven Dennis Buchholz specializes in Retirement Planning. Contact their office in ORINDA, California for a consultation.
What are Steven Dennis Buchholz's credentials?
Steven Dennis Buchholz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Dennis Buchholz located?
Steven Dennis Buchholz 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 Steven Dennis Buchholz charge for services?
Steven Dennis Buchholz'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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Other Advisors at GREENOAKS CAPITAL PARTNERS LLC

Patrick Heining Lai
ORINDA, CA
Benjamin Scott Peretz
ORINDA, CA
Benjamin Woodside Schrier
ORINDA, CA
Samuel Jonathan Tang
SAN FRANCISCO, CA
Neil Mehta
ORINDA, CA

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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