The OAKRIDGE MANAGEMENT GROUP is a privately held investment adviser that advises $1.37Bn in regulatory assets under management held in 2 SEC fund types across 2 investment strategies. OAKRIDGE MANAGEMENT GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 203.82% over the last 5-years.
The Group has been registered with the SEC for 6.57 years and is comprised of 1 filing and 1 relying advisers. They operate out of 1 office location with their Headquarters at 1 LANDMARK SQUARE SUITE 1730, STAMFORD, CONNECTICUT. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 6 employees comprised of 3 investment and 3 non-investment staff. The total number of Employees increased by 100% over the last 5-years.
Their $1.37Bn in assets advised are owned by 8 private funds, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $1.34Bn or 97.83% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $29.7mn or 2.17% of Total Assets.
The Group's top investment strategies include Multi Strat and Early Stage, representing 72.36% and 27.64% of total assets, respectively.
They advise 2 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
OAKRIDGE MANAGEMENT GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.