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OAKRIDGE MANAGEMENT GROUP LLC
CRD 306284File 801-117907
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.37B
Above cohort median (national)
Discretionary AUM
$186.6M
Non-discretionary $1.18B
Clients
48
159 accounts
Employees
6
Above cohort median in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jan 6, 2020
- Principal office
- 1 LANDMARK SQUARE, SUITE 1730, STAMFORD, CT, 06901
- Phone
- 203-257-3289
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.37B
- Discretionary AUM
- $186.6M
- Non-discretionary AUM
- $1.18B
- Discretionary accounts
- 15
- Non-discretionary accounts
- 144
- Total accounts
- 159
- AUM per client
- $28.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 40 | $1.34B |
| Pooled investment vehicles | 8 | $29.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.