OAKRIDGE MANAGEMENT GROUP LLC

Overview

Oakridge Management Group LLC is an independent registered investment adviser that acts as a capital allocator for both high-net-worth individuals/families and institutional clients. The firm provides financial planning, discretionary and non‑discretionary portfolio management for individuals and small businesses, and manages pooled investment vehicles. Oakridge also serves as a selector of third‑party advisers and, in some instances, operates as sponsor and general partner for its own pooled funds. Investment activity shows a clear tilt toward publicly traded equities delivered through separately managed accounts, supplemented by allocations to private-market strategies. The firm's fee arrangements include percentage‑of‑AUM, fixed fees and performance‑based fees, which aligns with its use of bespoke private funds and carried‑interest style compensation in some pooled vehicles. Oakridge is not identified as an active ESG investor and reports operating from a single office rather than as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices