{
  "crd_number": 306284,
  "slug": "oakridge-management-group-llc-stamford-ct-306284",
  "primary_business_name": "OAKRIDGE MANAGEMENT GROUP LLC",
  "legal_name": "OAKRIDGE MANAGEMENT GROUP LLC",
  "dbas": [],
  "city": "Stamford",
  "state": "CT",
  "country": "United States",
  "cbsa_code": "14860",
  "metro": {
    "cbsa_code": "14860",
    "common_name": "Bridgeport",
    "msa_name": "Bridgeport-Stamford-Danbury, CT",
    "path": "/advisors/ct/bridgeport"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-01-06",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 1367118950.0,
  "raum_discretionary": 186603776.0,
  "raum_non_discretionary": 1180515174.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 6,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "high_net_worth_individuals": {
      "raum": 1337502347.0,
      "count": 40
    },
    "pooled_investment_vehicles": {
      "raum": 29616603.0,
      "count": 8
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CT",
    "DE"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/306284",
  "city_as_filed": "STAMFORD",
  "url": "https://advisorcensus.com/firm/oakridge-management-group-llc-stamford-ct-306284",
  "display_name": "Oakridge Management Group LLC",
  "summary": "Oakridge Management Group LLC is an SEC-registered investment advisory firm in Stamford, CT, registered since 2020, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Oakridge Management Group LLC (CRD 306284): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Oakridge Management Group LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Oakridge Management Group LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees."
    },
    {
      "q": "Where is Oakridge Management Group LLC located?",
      "a": "Oakridge Management Group LLC's principal office is in Stamford, CT, according to its Form ADV."
    },
    {
      "q": "Is Oakridge Management Group LLC registered with the SEC or a state?",
      "a": "Oakridge Management Group LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 306284."
    },
    {
      "q": "How much does Oakridge Management Group LLC manage?",
      "a": "Oakridge Management Group LLC reports $1,367,118,950 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (14% discretionary)."
    },
    {
      "q": "How have Oakridge Management Group LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Oakridge Management Group LLC: Regulatory assets under management: $450,000,000 in the October 2021 data and $1,367,118,950 in the October 2026 data, up 204%. Total employees: 3 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Oakridge Management Group LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (40); pooled investment vehicles (other than investment companies and business development companies) (8)."
    },
    {
      "q": "Which custodians does Oakridge Management Group LLC use?",
      "a": "Oakridge Management Group LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC (affiliated with the firm) as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Oakridge Management Group LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/306284"
    },
    {
      "q": "Does Oakridge Management Group LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 says: \"At this time, OakRidge does not require a minimum amount of assets for its services.\""
    },
    {
      "q": "What changed in Oakridge Management Group LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $1,080,694,337 to $1,367,118,950 (+27%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 450000000.0,
      "total_employees": 3,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 597886013.0,
      "total_employees": 3,
      "filing_date": "2022-06-08"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 597716416.0,
      "total_employees": 3,
      "filing_date": "2023-08-08"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1085752280.0,
      "total_employees": 4,
      "filing_date": "2024-07-16"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1080694337.0,
      "total_employees": 5,
      "filing_date": "2025-05-09"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1367118950.0,
      "total_employees": 6,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $1,080,694,337 to $1,367,118,950 (+27%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 30, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "At this time, OakRidge does not require a minimum amount of assets for its services."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "At this time, OakRidge does not require a minimum amount of assets for its services."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": true
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/oakridge-management-group-llc-stamford-ct-306284.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 40,
      "fewer_than_5": false,
      "raum": 1337502347.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 8,
      "fewer_than_5": false,
      "raum": 29616603.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/306284",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}