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OAKRIDGE MANAGEMENT GROUP LLC
CRD 306284 · SEC 801-117907
1 LANDMARK SQUARE, SUITE 1730, STAMFORD, CT, 06901, United States
Phone
203-257-3289
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.37B
Discretionary AUM
$186.6M
Team
6 total employees; 3 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 40 | $1.34B |
| Pooled investment vehicles | 8 | $29.6M |
States served
DE, CT
Official SEC filing: View on IAPD