# OAKRIDGE MANAGEMENT GROUP LLC

OAKRIDGE MANAGEMENT GROUP LLC of STAMFORD, CT is an SEC-registered investment adviser.

## Registration

- CRD: 306284
- Type: SEC-registered investment adviser
- SEC file number: 801-117907
- Location: 1 LANDMARK SQUARE, SUITE 1730, STAMFORD, CT, 06901
- Phone: 203-257-3289
- Latest filing: 2026-03-30
- Regulatory AUM: $1.4B
- Discretionary AUM: $186.6M
- Non-discretionary AUM: $1.2B
- Clients: 6
- Accounts: 159

## Business model

- Compensation: % of AUM, Fixed, Performance
- Clients served: Individuals, High net worth, Charities, Investment cos

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| [SMITH TAFT JAMES](https://search.stillhousedata.com/person/318472) | CO-CHIEF INVESTMENT OFFICER FOR DISCRETIONARY; MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER FOR DISCRETIONARY | CHICAGO, IL |
| [Timothy Robert Powers](https://search.stillhousedata.com/person/677401) | MEMBER; PRESIDENT | — |
| [Michael James Smith](https://search.stillhousedata.com/person/677402) | CO-CHIEF INVESTMENT OFFICER FOR DISCRETIONARY | — |
| [Ryan T Donovan](https://search.stillhousedata.com/person/677403) | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | — |
| [Scott Young Phillips](https://search.stillhousedata.com/person/677404) | CO-CHIEF INVESTMENT OFFICER | — |
| [DONOVAN RYAN](https://search.stillhousedata.com/person/825273) | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | — |
| [PHILLIPS SCOTT YOUNG](https://search.stillhousedata.com/person/828629) | CHIEF INVESTMENT OFFICER; CO-CHIEF INVESTMENT OFFICER | — |
| [POWERS TIMOTHY ROBERT](https://search.stillhousedata.com/person/856614) | CHIEF COMPLIANCE OFFICER AND PRESIDENT; MEMBER; PRESIDENT | — |
| [SOLAN VARUN](https://search.stillhousedata.com/person/856615) | MANAGING DIRECTOR; MEMBER | — |
| [Donovan Laura T](https://search.stillhousedata.com/person/869724) | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/306284/brochure
- Similar advisers: https://search.stillhousedata.com/firm/306284/similar
- Related entities: https://search.stillhousedata.com/firm/306284/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/306284

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.