O
CRD: 306284
Oakridge Management Group LLC
Stamford, CT, 06901
2032573289
$1.4B Total AUM
$186.6M Disc. AUM
29.0% 3Y CAGR
6 Employees
48 ADV. Clients
6 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-01-2019
- Office Locations
- 1
Office Locations
1 Landmark Square Suite 1730 Stamford CT
About Oakridge Management Group LLC
Oakridge Management Group LLC is a Stamford-based RIA. The firm has been operating for 6 years. Managing $1.4B in total assets under management, with 3 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Financial Planning, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$455.7M AVG AUM / ADVISOR
$28.5M AVG AUM / CLIENT
5.1 yrs AVG TENURE
6 Employees
3 Advisory Reps
0 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
Focus Bridge vector Alpha momentum
Services
Alpha Bridge foundation Vector catalyst
Owner & Executives
R
RYAN T DONOVAN
Chief Compliance Officer, Chief Operating Officer, Partner
- CRD
- --
- Ownership
- Less than 5%
(731) 295-3257
ember.ember@momentumcapital.com
in linkedin.com/in/atlas-value
S
SCOTT YOUNG PHILLIPS
Co-Chief Investment Officer
- CRD
- --
- Ownership
- Less than 5%
(525) 541-9633
prime.eagle@vitalcapital.com
in linkedin.com/in/legacy-beacon
C
Capital prime
Vertex prime
- CRD
- #76101
- Ownership
- 33.9%
(981) 286-7796
prime.pathway@crestcapital.com
in linkedin.com/in/oak-vital
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $186,603,776 | $12,440,252 |
| Non-Discretionary | $1,180,515,174 | $8,198,022 |
| Total | $1,367,118,950 | $8,598,232 |
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Separately Managed Accounts
Total SMA Asset: $1,337,502,347
Equity - Exchange:
11.8% Private Funds:
11.2% Other:
7.9% U.S. Government/Agency:
15.7% Equity - OTC:
17.0% Cash:
15.5% Corporate - Investment Grade:
9.3% Municipal Bonds:
11.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $306,842,579 | 11.8% |
| Private Funds | $291,240,414 | 11.2% |
| Other | $205,428,507 | 7.9% |
| U.S. Government/Agency | $408,256,652 | 15.7% |
| Equity - OTC | $442,061,343 | 17.0% |
| Cash | $403,055,931 | 15.5% |
| Corporate - Investment Grade | $241,833,558 | 9.3% |
| Municipal Bonds | $301,641,858 | 11.6% |
| Total | $2,600,360,842 | 100.0% |