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.

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.