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OakRidge Management Group provides comprehensive multi-family office services, delivering bespoke wealth management solutions. Operating as a boutique advisory, the firm offers dedicated fiduciary care and strategic financial guidance. Its integrated approach addresses complex client needs, formulating tailored strategies for asset preservation, growth, and sophisticated financial planning.
Established in 2019, OakRidge Management Group was founded by principals Timothy R. Powers, Michael Smith, Scott Phillips, and Ryan Donovan. These founders leveraged extensive experience from institutional finance, hedge funds, private equity, and family office operations. Their insight revealed a market demand for transparent, unbiased financial relationships, creating a firm committed to objective client alignment.
The company serves ultra-high-net-worth families and individuals, offering a singular solution for intricate financial requirements. OakRidge Management Group's vision is to cultivate lasting, trust-based relationships and provide comprehensive stewardship. The firm continually evolves its bespoke services, ensuring clients achieve long-term financial objectives.
OakRidge Management Group has 3 tracked investments across 2 companies. The latest tracked deal is $33.0M Other Equity in ZAGENO in May 2023.
| Date | Company | Round | Lead Investor(s) | Co-Investor(s) |
|---|---|---|---|---|
| May 26, 2023 | ZAGENO | $33.0M Other Equity | Larry Bohn, Grazia Equity, Oakridge Management Group | Capnamic Ventures, HighSage Ventures |
| May 1, 2023 | ZAGENO | $33.0M Series U | General Catalyst, Grazia Equity, Oakridge Management Group | Acton Capital Partners, Better Tomorrow Ventures, Capnamic Ventures, Cavalry Ventures, Earlybird Venture Capital, Founder Collective, Highland Capital Partners, Iris Capital, Polaris Partners, Stellar Capital, The HIT Forge, Gautam Gupta, Greg Brockman, Jeff Arnold, Oliver Roskopf, Peter Fishman, HighSage Ventures |
| Dec 1, 2021 | Shiftsmart | $95.0M Series B | Jeff Lerman | 99 Startups, Bond, Bullpen Capital, Ysplit, Imaginary Ventures, LAUNCH, Jake Kassan, Jamie Sutton, Kyle Widrick, Michael Lombardi, Netalie Nadivi, Ryan Duranso, Jeffrey Leventhal, Spieker Partners |
