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OAKRIDGE MANAGEMENT GROUP LLC

STAMFORD, CT · CRD 306284 · IAPD ↗ · 203-257-3289

$1.37BRegulatory AUM
3Advisory reps
6Employees
0Clients
11-25Planning clients
8Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — OAKRIDGE MANAGEMENT GROUP LLC reported RAUM up 27% ($1.08B -> $1.37B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
December 2025 — OAKRIDGE MANAGEMENT GROUP LLC moved its main office from DARIEN, CT to STAMFORD, CT.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
63
April 2025 — OAKRIDGE MANAGEMENT GROUP LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
85
April 2024 — OAKRIDGE MANAGEMENT GROUP LLC crossed $1B in regulatory AUM ($597.7M -> $1.09B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.