1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2OAKRIDGE MANAGEMENT GROUP LLC

Map pinSTAMFORD, CT
Phone203-257-3289
NotebookSEC #801-117907
Total AUM
$1.4B
Employees
6
Clients
48

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 LANDMARK SQUARE
SUITE 1730
STAMFORD
CT 06901
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
203-257-3289

ReceiptFinancials

Total AUM
$1.4B
Accounts
159
Discretionary
$186.6M
Accounts
15
Non-Discretionary
$1.2B
Accounts
144

ContactClients

View more in analytics →

HNW Individual Clients
40
AUM
$1.3B
Pooled Vehicle Clients
8
AUM
$29.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CTDE

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account