# Greenbook Financial

Greenbook Financial is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://greenbook.net/

## Regulatory record

- **CRD number:** 341212
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/341212

## About

GREENBOOK FINANCIAL is a state-registered investment adviser in OAKLAND, CA. It has 1 employee and 1 investment adviser. The firm is based in Oakland.

## Questions

### Who runs investment decisions at Greenbook Financial?

The investment leadership at Greenbook Financial is not publicly named. The firm does not disclose its managing principals or investment committee members on any public platform.

### Does Greenbook Financial participate in fund commitments or only direct deals?

The firm's approach to fund commitments versus direct deals is not disclosed. Without public filings or interviews, its allocation between funds and direct investments remains unclear.

### What investment stages does Greenbook Financial typically target?

Greenbook Financial's target investment stages are not publicly specified. The firm has not stated whether it focuses on early-stage growth, buyouts, or mature assets.

### Which sectors does Greenbook Financial explicitly avoid?

Greenbook Financial does not publicly disclose any sector exclusions. The firm's investment universe has not been defined in public sources.

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Last updated: 2026-08-10T23:49:37.812Z

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