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Oakridge Management Group LLC

● SEC registered since 2020CRD 306284SEC# 801-117907Darien, CT
Export (members)
Ranks #2,586 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$1.08B
Fund GAV
$29.7M
Private funds
8
Employees
5
Accounts
107
Location
Darien, CT

Oakridge Management Group LLC assets under management

Oakridge Management Group LLC is an SEC-registered investment adviser based in Darien, CT. The firm has been registered since 2020. It reports $1.1 billion in regulatory assets under management and employs 5 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 2,586 of 5,911 private fund managers.

Oakridge Management Group LLC private funds

8 funds · $29.7M GAV
FundTypeGross assetsMin.
Oakridge Alternatives Group Z1 LLCPrivate Equity$8.2M$250K
Oakridge Alternatives Group Rh LLCPrivate Equity$7.6M$250K
Oakridge Alternatives Group Fjdcf LLCPrivate Equity$5.5M$250K
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Oakridge Management Group LLC owners & executives

6 reported
NameTitleOwnershipSince
Michael James Smith ControlCo-Chief Investment Officer For DiscretionaryUnder 5%2020
Oakridge Holdings LLC ControlSole Member Of Oakridge Management Group LlcOver 75%2019
Ryan T Donovan ControlChief Operating Officer & Chief Compliance OfficerUnder 5%2022
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Frequently asked questions

How much does Oakridge Management Group LLC manage?

Oakridge Management Group LLC reports $1.1 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 5 employees.

Where is Oakridge Management Group LLC located?

Oakridge Management Group LLC is based in Darien, 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

Address320 Post Road, Suite 110, Darien, CT 06820
Phone203-257-3289
Office hours9:00a.m.-5:00p.m.
SEC regionBoston Regional Office (BRO)
Umbrella registrationYes
Discloses disciplinary historyNo

Assets under management

Discretionary$190.3M
Non-discretionary$890.4M
Total (RAUM)$1.08B

Service providers