OakRidge Management Group

What they do

Founded in 2019 by veterans from J.P. Morgan, Citadel, and Lone Pine Capital, OakRidge Management Group operates as a shared family office for a deliberately small number of ultra-high-net-worth families. They were built to fill a gap in the market, providing deeply personalized, technically rigorous financial advice free from outside agendas or proprietary products. Beyond traditional wealth management, tax, and estate planning, the firm actively sources, performs due diligence on, and executes direct venture capital and private equity investments through its affiliate, Oakridge Alternatives Group. They are known for their highly discreet, referral-only approach to client acquisition and deal flow.

What they look for

OakRidge's stated thesis is to act as "trusted advisors to generational wealth" by providing "institutional-quality investment oversight with the care, discretion, and alignment of a true family office." Their investment approach is rooted in true alignment, full transparency, and tailored solutions built for the unique balance sheets of their families.

Stage

Series B+

Sectors

Marketplace, Fintech, Healthcare, SaaS

Based

Stamford, US