# Oakridge Management Group LLC

> 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.

- CRD: 306284
- Filed as: OAKRIDGE MANAGEMENT GROUP LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Stamford, CT
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/306284
- AdvisorCensus page: https://advisorcensus.com/firm/oakridge-management-group-llc-stamford-ct-306284

## Quick answers

**How is Oakridge Management Group LLC compensated?**
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.

**Where is Oakridge Management Group LLC located?**
Oakridge Management Group LLC's principal office is in Stamford, CT, according to its Form ADV.

**Is Oakridge Management Group LLC registered with the SEC or a state?**
Oakridge Management Group LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 306284.

**How much does Oakridge Management Group LLC manage?**
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).

**How have Oakridge Management Group LLC's assets and staff changed since 2021?**
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.

**What types of clients does Oakridge Management Group LLC serve?**
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).

**Which custodians does Oakridge Management Group LLC use?**
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.

**Does Oakridge Management Group LLC report any disciplinary disclosures?**
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

**Does Oakridge Management Group LLC state an account minimum?**
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."

**What changed in Oakridge Management Group LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $1,080,694,337 to $1,367,118,950 (+27%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Account minimum: None

> At this time, OakRidge does not require a minimum amount of assets for its services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC (affiliated with the firm)

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,367,118,950
- Discretionary: $186,603,776
- Non-discretionary: $1,180,515,174

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 40 | $1,337,502,347 |
| Pooled investment vehicles (other than investment companies and business development companies) | 8 | $29,616,603 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2020 (6 years)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, DE
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $450,000,000 | 3 | March 31, 2021 |
| October 2022 | $597,886,013 | 3 | June 8, 2022 |
| October 2023 | $597,716,416 | 3 | August 8, 2023 |
| October 2024 | $1,085,752,280 | 4 | July 16, 2024 |
| October 2025 | $1,080,694,337 | 5 | May 9, 2025 |
| October 2026 | $1,367,118,950 | 6 | March 30, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $1,080,694,337 to $1,367,118,950 (+27%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Oakridge Management Group LLC (CRD 306284): Form ADV filing data as of October 2026.