OAKRIDGE MANAGEMENT GROUP LLC
CRD #306284 SEC #801-117907 STAMFORD, CT 203-257-3289
SEC Registered Private Funds
Total AUM
$1.1B
Discretionary
$190.3M
Employees
5
Clients
11
Accounts
107
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 10, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DONOVAN, RYAN, T | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| DONOVAN, RYAN, T | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| DONOVAN, RYAN, T | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| DONOVAN, RYAN, T | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| DONOVAN, RYAN, T | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| PHILLIPS, SCOTT, YOUNG | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| PHILLIPS, SCOTT, YOUNG | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| PHILLIPS, SCOTT, YOUNG | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| PHILLIPS, SCOTT, YOUNG | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| PHILLIPS, SCOTT, YOUNG | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| POWERS, TIMOTHY, ROBERT | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | NA | Control |
| POWERS, TIMOTHY, ROBERT | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | NA | Control |
| POWERS, TIMOTHY, ROBERT | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | NA | Control |
| POWERS, TIMOTHY, ROBERT | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | NA | Control |
| POWERS, TIMOTHY, ROBERT | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | NA | Control |
| POWERS, TIMOTHY, ROBERT | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | NA | Control |
| POWERS, TIMOTHY, ROBERT | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | NA | Control |
| POWERS, TIMOTHY, ROBERT | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | NA | Control |
| POWERS, TIMOTHY, ROBERT | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | NA | Control |
| POWERS, TIMOTHY, ROBERT | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | NA | Control |
| POWERS, TIMOTHY, ROBERT | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | NA | Control |
| POWERS, TIMOTHY, ROBERT | I | PRESIDENT | NA | Control |
| POWERS, TIMOTHY, ROBERT | I | PRESIDENT | NA | Control |
| POWERS, TIMOTHY, ROBERT | I | PRESIDENT | NA | Control |
| POWERS, TIMOTHY, ROBERT | I | PRESIDENT | NA | Control |
| POWERS, TIMOTHY, ROBERT | I | PRESIDENT | NA | Control |
| POWERS, TIMOTHY, ROBERT | I | PRESIDENT | NA | Control |
| POWERS, TIMOTHY, ROBERT | I | PRESIDENT | NA | Control |
| POWERS, TIMOTHY, ROBERT | I | PRESIDENT | NA | Control |
| SMITH, MICHAEL, JAMES | I | MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER FOR DISCRETIONARY | NA | Control |
| SMITH, MICHAEL, JAMES | I | MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER FOR DISCRETIONARY | NA | Control |
| SMITH, MICHAEL, JAMES | I | MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER FOR DISCRETIONARY | NA | Control |
| SMITH, MICHAEL, JAMES | I | MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER FOR DISCRETIONARY | NA | Control |
| SMITH, MICHAEL, JAMES | I | MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER FOR DISCRETIONARY | NA | Control |
| SMITH, MICHAEL, JAMES | I | MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER FOR DISCRETIONARY | NA | Control |
| SMITH, MICHAEL, JAMES | I | MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER FOR DISCRETIONARY | NA | Control |
| SMITH, MICHAEL, JAMES | I | MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER FOR DISCRETIONARY | NA | Control |
| SMITH, MICHAEL, JAMES | I | CO-CHIEF INVESTMENT OFFICER FOR DISCRETIONARY | NA | Control |
| SMITH, MICHAEL, JAMES | I | MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER FOR DISCRETIONARY | NA | Control |
| SMITH, MICHAEL, JAMES | I | CO-CHIEF INVESTMENT OFFICER FOR DISCRETIONARY | NA | Control |
| SMITH, MICHAEL, JAMES | I | CO-CHIEF INVESTMENT OFFICER FOR DISCRETIONARY | NA | Control |
| SMITH, MICHAEL, JAMES | I | CO-CHIEF INVESTMENT OFFICER FOR DISCRETIONARY | NA | Control |
| SMITH, MICHAEL, JAMES | I | CO-CHIEF INVESTMENT OFFICER FOR DISCRETIONARY | NA | Control |
| SMITH, MICHAEL, JAMES | I | CO-CHIEF INVESTMENT OFFICER FOR DISCRETIONARY | NA | Control |
| SOLAN, VARUN | I | MANAGING DIRECTOR | NA | Control |
| SOLAN, VARUN | I | MANAGING DIRECTOR | NA | Control |
| SOLAN, VARUN | I | MANAGING DIRECTOR | NA | Control |
| SOLAN, VARUN | I | MANAGING DIRECTOR | NA | Control |
| SOLAN, VARUN | I | MANAGING DIRECTOR | NA | Control |
| SOLAN, VARUN | I | MANAGING DIRECTOR | NA | Control |
| SOLAN, VARUN | I | MANAGING DIRECTOR | NA | Control |
| OAKRIDGE HOLDING COMPANY LLC | DE | SOLE MEMBER OF OAKRIDGE MANAGEMENT GROUP LLC | E | Control |
| OAKRIDGE HOLDING COMPANY LLC | DE | SOLE MEMBER OF OAKRIDGE MANAGEMENT GROUP LLC | E | Control |
| OAKRIDGE HOLDING COMPANY LLC | DE | SOLE MEMBER OF OAKRIDGE MANAGEMENT GROUP LLC | E | Control |
| OAKRIDGE HOLDING COMPANY LLC | DE | SOLE MEMBER OF OAKRIDGE MANAGEMENT GROUP LLC | E | Control |
| OAKRIDGE HOLDING COMPANY LLC | DE | SOLE MEMBER OF OAKRIDGE MANAGEMENT GROUP LLC | E | Control |
| OAKRIDGE HOLDING COMPANY LLC | DE | SOLE MEMBER OF OAKRIDGE MANAGEMENT GROUP LLC | E | Control |
| OAKRIDGE HOLDING COMPANY LLC | DE | SOLE MEMBER OF OAKRIDGE MANAGEMENT GROUP LLC | E | Control |
| OAKRIDGE HOLDING COMPANY LLC | DE | SOLE MEMBER OF OAKRIDGE MANAGEMENT GROUP LLC | E | Control |
| OAKRIDGE HOLDING COMPANY LLC | DE | SOLE MEMBER OF OAKRIDGE MANAGEMENT GROUP LLC | E | Control |
| OAKRIDGE HOLDING COMPANY LLC | DE | SOLE MEMBER OF OAKRIDGE MANAGEMENT GROUP LLC | E | Control |
| OAKRIDGE HOLDING COMPANY LLC | DE | SOLE MEMBER OF OAKRIDGE MANAGEMENT GROUP LLC | E | Control |
| OAKRIDGE HOLDINGS LLC | DE | SOLE MEMBER OF OAKRIDGE MANAGEMENT GROUP LLC | E | Control |
| OAKRIDGE HOLDINGS LLC | DE | SOLE MEMBER OF OAKRIDGE MANAGEMENT GROUP LLC | E | Control |
| OAKRIDGE HOLDINGS LLC | DE | SOLE MEMBER OF OAKRIDGE MANAGEMENT GROUP LLC | E | Control |
| OAKRIDGE HOLDINGS LLC | DE | SOLE MEMBER OF OAKRIDGE MANAGEMENT GROUP LLC | E | Control |
| OAKRIDGE HOLDINGS LLC | DE | SOLE MEMBER OF OAKRIDGE MANAGEMENT GROUP LLC | E | Control |
| OAKRIDGE HOLDINGS LLC | DE | SOLE MEMBER OF OAKRIDGE MANAGEMENT GROUP LLC | E | Control |
| OAKRIDGE HOLDINGS LLC | DE | SOLE MEMBER OF OAKRIDGE MANAGEMENT GROUP LLC | E | Control |
| OAKRIDGE HOLDINGS LLC | DE | SOLE MEMBER OF OAKRIDGE MANAGEMENT GROUP LLC | E | Control |
| OAKRIDGE HOLDINGS LLC | DE | SOLE MEMBER OF OAKRIDGE MANAGEMENT GROUP LLC | E | Control |
| POWERS, TIMOTHY, ROBERT | I | PRESIDENT | C | Control |
| DONOVAN, RYAN | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | B | Control |
| DONOVAN, RYAN | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | B | Control |
| DONOVAN, RYAN, T | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | B | Control |
| DONOVAN, RYAN, T | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | B | Control |
| PHILLIPS, SCOTT, YOUNG | I | CHIEF INVESTMENT OFFICER | B | Control |
| PHILLIPS, SCOTT, YOUNG | I | CO-CHIEF INVESTMENT OFFICER | B | Control |
| PHILLIPS, SCOTT, YOUNG | I | CHIEF INVESTMENT OFFICER | B | Control |
| PHILLIPS, SCOTT, YOUNG | I | CO-CHIEF INVESTMENT OFFICER | B | Control |
| SMITH, MICHAEL, JAMES | I | CO-CHIEF INVESTMENT OFFICER FOR DISCRETIONARY | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| POWERS, TIMOTHY, ROBERT | I | OAKRIDGE HOLDING COMPANY LLC | E | Control |
| POWERS, TIMOTHY, ROBERT | I | OAKRIDGE HOLDING COMPANY LLC | E | Control |
| POWERS, TIMOTHY, ROBERT | I | OAKRIDGE HOLDING COMPANY LLC | E | Control |
| POWERS, TIMOTHY, ROBERT | I | OAKRIDGE HOLDING COMPANY LLC | E | Control |
| POWERS, TIMOTHY, ROBERT | I | OAKRIDGE HOLDING COMPANY LLC | E | Control |
| POWERS, TIMOTHY, ROBERT | I | OAKRIDGE HOLDING COMPANY LLC | E | Control |
| POWERS, TIMOTHY, ROBERT | I | OAKRIDGE HOLDING COMPANY LLC | E | Control |
| POWERS, TIMOTHY, ROBERT | I | OAKRIDGE HOLDING COMPANY LLC | E | Control |
| POWERS, TIMOTHY, ROBERT | I | OAKRIDGE HOLDING COMPANY LLC | E | Control |
| POWERS, TIMOTHY, ROBERT | I | OAKRIDGE HOLDING COMPANY LLC | E | Control |
| POWERS, TIMOTHY, ROBERT | I | OAKRIDGE HOLDING COMPANY LLC | E | Control |
| POWERS, TIMOTHY, ROBERT | I | OAKRIDGE HOLDINGS LLC | E | Control |
| POWERS, TIMOTHY, ROBERT | I | OAKRIDGE HOLDINGS LLC | E | Control |
| POWERS, TIMOTHY, ROBERT | I | OAKRIDGE HOLDINGS LLC | E | Control |
| POWERS, TIMOTHY, ROBERT | I | OAKRIDGE HOLDINGS LLC | E | Control |
| POWERS, TIMOTHY, ROBERT | I | OAKRIDGE HOLDINGS LLC | C | Control |
| POWERS, TIMOTHY, ROBERT | I | OAKRIDGE HOLDINGS LLC | C | Control |
| SOLAN, VARUN | I | OAKRIDGE HOLDING COMPANY LLC | C | Control |
| SOLAN, VARUN | I | OAKRIDGE HOLDING COMPANY LLC | C | Control |
| SOLAN, VARUN | I | OAKRIDGE HOLDING COMPANY LLC | C | Control |
| SOLAN, VARUN | I | OAKRIDGE HOLDING COMPANY LLC | C | Control |
| SOLAN, VARUN | I | OAKRIDGE HOLDING COMPANY LLC | C | Control |
| SOLAN, VARUN | I | OAKRIDGE HOLDING COMPANY LLC | C | Control |
| SOLAN, VARUN | I | OAKRIDGE HOLDING COMPANY LLC | C | Control |
| SOLAN, VARUN | I | OAKRIDGE HOLDING COMPANY LLC | C | Control |
| SOLAN, VARUN | I | OAKRIDGE HOLDING COMPANY LLC | C | Control |
| SOLAN, VARUN | I | OAKRIDGE HOLDING COMPANY LLC | C | Control |
| SOLAN, VARUN | I | OAKRIDGE HOLDING COMPANY LLC | C | Control |
Registrations
Federal
IA
Nov 10, 2025 REGISTERED
Notice Filings (2)
CT DE
Address
1 LANDMARK SQUARESUITE 1730
STAMFORD, CT 06901
United States
Phone: 203-257-3289