Oakridge Management Group LLC

OakRidge Management Group LLC is a financial advisory firm established on September 24, 2019, and based in Darien, CT. The firm specializes in providing comprehensive multi-family office services to high-net-worth individuals and family offices. Their services include discretionary and non-discretionary investment management, financial planning, trusts and estates planning, philanthropic planning, and more. OakRidge also engages in sourcing, due diligence, and execution of investments in privately offered securities for clients through pooled investment vehicles managed by its affiliate, Oakridge Alternatives. The firm charges an annual fixed fee negotiated with each client, typically starting at $250,000, based on services provided and portfolio complexity. They may also charge performance-based fees for qualified clients. OakRidge exercises investment discretion for client accounts and provides family office services and private investment services. The firm prioritizes asset allocation in investment strategies, aiming to align portfolios with clients' goals and risk tolerance. OakRidge does not have custody of client assets but arranges for examinations and audits where deemed necessary. The firm does not vote proxies for clients but may do so for pooled investment vehicles. OakRidge maintains a code of ethics and compliance policies to ensure fair and ethical practices. No disciplinary information is reported, and the firm anticipates no financial impairments affecting client commitments.