RIA Intel›Advisers›Connecticut›OAKRIDGE MANAGEMENT GROUP LLC

OAKRIDGE MANAGEMENT GROUP LLC

Advisory

N·STAMFORD, CT

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM
$1.4B
1-Year AUM Growth
-0.5%
3-Year CAGR
+21.8%
Employees
3
Assets Under Management
Total AUM$1.4B
Discretionary AUM$187M
Non-Discretionary AUM$1.2B
Discretionary %13.6%
Total Clients21
Team
Total Employees3
Investment Advisers6
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record18
First FilingDec 6, 2019
Latest FilingMar 30, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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