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.