OakRidge Management Group

Scott Phillips and Michael Smith serve as Co-Chief Investment Officers, bringing directly applicable institutional experience — Phillips was a Partner at Lone Pine Capital and managing partner of his own hedge fund, Latimer Light Capital, while Smith was a Senior Portfolio Manager at Citadel and an Executive Director at J.P. Morgan Private Bank. The dual-CIO structure ensures no single point of failure in portfolio oversight, and both partners remain directly involved with client accounts.

OakRidge operates as a shared family office, a structure that sits between a traditional single-family office and a commercial multi-family office. It serves a deliberately small number of client families, each receiving direct partner-level attention and fully bespoke portfolio construction, without the internal conflicts or scaled-model constraints common in larger multi-family platforms.

The firm leverages the institutional relationships its partners built at organizations like Lone Pine, Citadel, J.P. Morgan, and Amber Capital to access hedge funds, private equity funds, and direct co-investment opportunities. OakRidge does not market to outside managers or participate in open RFPs; deal flow is relationship-sourced and filtered through the co-CIOs’ hedge-fund and private-banking networks.

OakRidge builds multi-asset-class portfolios that typically include hedge fund allocations, private equity fund commitments, direct co-investments, and long-only public-market positions. The firm emphasizes tax-aware construction and balance-sheet-level customization rather than benchmarking, and it explicitly avoids proprietary products or internal fund structures that could create fee conflicts.

OakRidge states it operates on an advisory-fee-only model with no proprietary investment products, no platform fees, and no outside agendas that could influence manager or asset selection. The firm’s revenue is aligned entirely with client outcomes, allowing it to recommend external managers and direct opportunities without internal product pressure.

OakRidge does not publicly disclose its client count, but its entire positioning is built around a deliberately limited number of families served by the partner group directly. The firm markets exclusively through referrals and describes its model as incompatible with scale, suggesting a single-digit or low-teens family roster at most.

OakRidge’s sole office is at 1 Landmark Square, Suite 1730, in Stamford, Connecticut. The firm does not list additional offices and serves US-domiciled families, though tax-aware portfolio construction implies familiarity with multi-jurisdictional client situations.