OakRidge Management Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and selecting other managers. Financial planning was provided to 11–25 clients last fiscal year. The firm advises 8 private funds.
OakRidge Management Group reports 48 clients. They include 40 high-net-worth individuals and 8 pooled investment vehicles. Of its assets, 13.6% ($187M across 15 accounts) are managed with discretion; $1.18B across 144 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 83% | 98% |
| Pooled investment vehicles | 17% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 40 | $1.34B | 97.8% | $33.4M |
| Pooled investment vehicles | 8 | $29.6M | 2.2% | $3.7M |
| Total | 48 | $1.37B | 100% | $28.5M |
- Clients
- 40
- Regulatory AUM
- $1.34B
- AUM share
- 97.8%
- Avg. per client
- $33.4M
- Clients
- 8
- Regulatory AUM
- $29.6M
- AUM share
- 2.2%
- Avg. per client
- $3.7M
Total
- Clients
- 48
- Regulatory AUM
- $1.37B
- AUM share
- 100%
- Avg. per client
- $28.5M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 8
- Financial planning clients last fiscal year
- 11–25
OakRidge Management Group is paid through a percentage of assets under management, fixed fees (other than subscription fees) and performance-based fees. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Oakridge Holdings LLC owns 75% or more of OakRidge Management Group and is in turn owned by Timothy Powers (25–50%). The leadership team of OakRidge Management Group includes President Timothy Powers, Chief Investment Officer Scott Phillips and Chief Operating Officer Ryan Donovan. It has 6 employees, 3 of them in advisory roles.
Leadership
- Timothy PowersPresident
- Ryan DonovanChief Operating Officer & Chief Compliance Officer
- Scott PhillipsCo-Chief Investment Officer
- Michael SmithCo-Chief Investment Officer for Discretionary
Staff
- 6 employees
- 3 in advisory functions
- Owns 75% or more of Oakridge Management Group LLC
Oakridge Holdings LLC
Control person · since September 2019
- Owns 25% to 50% of Oakridge Holdings LLC
Timothy Powers
Control person · since September 2019
OakRidge Management Group’s regulatory assets grew 3.0× from $450M (March 2021) to $1.37B (March 2026); clients rose from 1 to 48 and employees from 3 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $1.37B | 48 | 6 | 1 |
| May 2025 | $1.08B | 21 | 5 | 1 |
| July 2024 | $1.09B | 14 | 4 | 1 |
| August 2023 | $598M | 8 | 3 | 1 |
| June 2022 | $598M | 7 | 3 | 1 |
| March 2021 | $450M | 1 | 3 | 1 |
Besides its headquarters, OakRidge Management Group has 0 offices, with 1 listed address in Connecticut.
Connecticut · 1 listed address
- 1 Landmark Square, Suite 1730, StamfordHQ
Contact and registration details
- Legal name
- Oakridge Management Group LLC
- Headquarters
- 1 Landmark Square, Suite 1730, Stamford, CT 06901
- Website
- oakridgemg.com
- Phone
- 203-257-3289
- SEC file
- 801-117907
- Structure
- Delaware LLC
- Fiscal year end
- December
OakRidge Management Group uses Fidelity ($447M) as custodian for its separately managed accounts. OakRidge Management Group has custody of $190M in client assets for 2 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $447M100%
At year end, OakRidge Management Group’s separately managed accounts were largely in stocks (48%) and funds (17%).
What the accounts hold
- Stocks48%
- Exchange-traded equities40%
- Non-exchange-traded equities8%
- Funds17%
- Bonds13%
- U.S. government and agency bonds9%
- Investment grade corporate bonds3%
- State and local bonds1%
- Cash7%
- Other15%
- Alternative investments and affiliated vehicles15%
How many clients does OakRidge Management Group have?
OakRidge Management Group has 48 clients and manages $1.37 billion for them, as of March 2026. They include 40 high-net-worth individuals and 8 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does OakRidge Management Group offer?
OakRidge Management Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does OakRidge Management Group use?
OakRidge Management Group’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $447M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does OakRidge Management Group have?
OakRidge Management Group has 0 investment adviser representatives registered with state securities authorities, out of 6 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does OakRidge Management Group invest in?
At the end of its last fiscal year, OakRidge Management Group’s separately managed accounts held 40% exchange-traded equities, 17% pooled vehicles (private funds and similar), 15% other, 9% U.S. government and agency bonds, 8% non-exchange-traded equities, 7% cash and equivalents, 3% investment grade corporate bonds and 1% state and local bonds. The 15% other category is described as: Alternative Investments and Affiliated Vehicles. It advises 8 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns OakRidge Management Group?
OakRidge Management Group is owned through a holding company by Timothy Powers. Its direct owner is Oakridge Holdings LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does OakRidge Management Group get paid?
OakRidge Management Group is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is OakRidge Management Group registered with the SEC?
Yes, OakRidge Management Group has been registered with the SEC as an investment adviser since 6 January 2020. Its CRD number is 306284 and its SEC file number is 801-117907.
Source: Form ADV Part 1A, Item 1, filed 30 March 2026; IAPD firm record
How do I contact OakRidge Management Group?
OakRidge Management Group’s main office is at 1 Landmark Square, Suite 1730, Stamford, CT 06901. Its phone number is 203-257-3289. Its website is oakridgemg.com.