# OakRidge Management Group

OakRidge Management Group is a Multi Family Office based in Stamford, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Stamford, United States
- **Region:** North America
- **Address:** 1 Landmark Square, Suite 1730, Stamford, CT 06901, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** oakridgemg.com
- **LinkedIn:** https://www.linkedin.com/company/oakridge-management-group

## Regulatory record

- **CRD number:** 306284
- **SEC file number:** 801-117907
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-30T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/306284

## About

OakRidge Management Group is an SEC-registered investment adviser in Stamford, CT, registered since 2020. The firm manages $1.4 billion in assets, with $187 million on a discretionary basis. It has 6 employees and 3 investment advisers.

## Sectors

- Private Equity
- Hedge Funds

## People

- Tim Powers — Partner & Chief Executive Officer
- Scott Phillips — Partner & Co-Chief Investment Officer
- Michael Smith — Partner & Co-Chief Investment Officer
- Ryan Donovan — Partner, Chief Operating Officer & Chief Compliance Officer
- Denise Gaudet Kopchick — Head of Client Services
- Marjorie Van Doren — Director of Finance & Client Services

## Questions

### Who runs investment decisions at 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.

### How does OakRidge source investment opportunities?

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.

## Related profiles

- [Oak Ridge Financial Services Group](https://altss.com/profile/oak-ridge-financial-services-group)
- [OAKS Asset Management](https://altss.com/profile/oaks-asset-management)

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Last updated: 2026-07-06T01:24:22.248Z

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