Oakridge Management Group LLC
● SEC registered since 2020CRD 306284SEC# 801-117907Stamford, CT
Ranks #2,629 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.37B
Fund GAV
$29.7M
Private funds
8
Employees
6
Accounts
159
Location
Stamford, CT
Oakridge Management Group LLC assets under management
Oakridge Management Group LLC is an SEC-registered investment adviser based in Stamford, CT. The firm has been registered since 2020. It reports $1.4 billion in regulatory assets under management and employs 6 people. Oakridge Management Group LLC manages 8 private funds with combined gross assets of $29.7 million, including Oakridge Alternatives Group Z1 LLC. By regulatory assets, it ranks 2,629 of 6,004 private fund managers.
Oakridge Management Group LLC private funds
8 funds · $29.7M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Oakridge Alternatives Group Z1 LLC | Private Equity | $8.2M | $250K |
| Oakridge Alternatives Group Rh LLC | Private Equity | $7.6M | $250K |
| Oakridge Alternatives Group Fjdcf LLC | Private Equity | $5.5M | $250K |
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Join to unlock · $37/moOakridge Management Group LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael James Smith Control | Co-Chief Investment Officer For Discretionary | Under 5% | 2020 |
| Oakridge Holdings LLC Control | Sole Member Of Oakridge Management Group Llc | Over 75% | 2019 |
| Ryan T Donovan Control | Chief Operating Officer & Chief Compliance Officer | Under 5% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Oakridge Management Group LLC manage?
Oakridge Management Group LLC reports $1.4 billion in regulatory assets under management on its Form ADV.
How many private funds does Oakridge Management Group LLC manage?
Oakridge Management Group LLC manages 8 private funds with combined gross assets of $29.7 million.
How many employees does Oakridge Management Group LLC have?
Oakridge Management Group LLC reports 6 employees.
Where is Oakridge Management Group LLC located?
Oakridge Management Group LLC is based in Stamford, CT and has been SEC-registered since 2020.
Does Oakridge Management Group LLC disclose fund performance?
Oakridge Management Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1 Landmark Square, Suite 1730, Stamford, CT 06901 |
| Phone | 203-257-3289 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
Regulatory AUM
$1.37B▲ 27%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 28%
Larger than 72% of 16,271 advisers
AUM vs fund managersTop 44%
Larger than 56% of 6,004 private-fund managers
Number of fundsTop 30%
More funds than 70% of fund managers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$1.37Bregulatory AUM
Discretionary $186.6MNon-discretionary $1.18B
Fund type mix
Private Equity6
Venture Capital2
Service providers
Auditor
Administrator