OakRidge Management Group is a boutique advisory firm specializing in family office services and investments across public and private markets. The firm caters to a select group of ultra-high-net-worth families, offering a comprehensive solution that encompasses family office services alongside investment opportunities.
Notable portfolio companies include Shiftsmart, which has raised $95 million, and Zageno, with $33 million in funding. OakRidge has participated in Series B and other investment rounds, demonstrating their commitment to supporting growth-stage companies. The firm's unique approach combines personalized advisory services with strategic investment opportunities, providing tailored solutions for their exclusive clientele.
Classification
Also Known As
Oakridge Management Group LLC
Headquarters
320 Post Rd
Suite 110
Darien, CT, 06820
US
Firm CRD
306284
NAICS
52Finance and InsuranceEdition: 2022
523Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesEdition: 2022