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OakRidge Management Group
AddedFeb 15, 2024
UpdatedJun 28, 2026
OakRidge Management Group

OakRidge Management Group

Operating

OakRidge: A boutique advisory firm offering family office services and public/private market investments.

Location
Darien, CT, US
Founded
2020
Firm
Compare
Portfolio
Employees
Website

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.

OakRidge Management Group - Portfolio Snapshot

Portfolio activity breakdown across disclosed investments and stages

Total Investments2
Current Portfolio Count2
Total Portfolio Exits0

Top Investment Stages

Series B1 (50.0%)
Series Unknown1 (50.0%)

Stage Mix

Series B 50%Series Unknown 50%

Concentration shown as share of disclosed investments by stage.

Recent Investments

Zageno logo

Zageno

Shiftsmart logo

Shiftsmart

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OakRidge Management Group - Classification

Also Known As
  • Oakridge Management Group LLC
NAICS
  • 520000Finance and Insurance
  • 523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
  • 523900Other Financial Investment Activities
  • 523990All Other Financial Investment Activities
  • 523999Miscellaneous Financial Investment Activities
SIC
  • 6700Holding And Other Investment Offices
  • 6790Miscellaneous Investing
  • 6799Investors, Not Elsewhere Classified
Show 6 more industry codes
NAICS
  • 525000Funds, Trusts, and Other Financial Vehicles
  • 523910Miscellaneous Intermediation
  • 523940Portfolio Management and Investment Advice
SIC
  • 6000Depository Institutions
  • 6720Investment Offices
  • 6722Management Investment Offices, Open-end