Investment adviser · CRD 306284

OAKRIDGE MANAGEMENT GROUP LLC

Investment adviser filing (IA)

STAMFORD, CT, United States · Form ADV filed Mar 30, 2026

Regulatory AUM: $1.37B
Client accounts: 159
Employees: 6
Advisory professionals: 3

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	40	$1,337,502,347	97.8%
Pooled investment vehicles	8	$29,616,603	2.2%

Filing source

Form ADV 2083165 · Mar 30, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

10 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

OAKRIDGE ALTERNATIVES GROUP Z1 LLCPrivate Equity Fund · Last reported Mar 30, 2026$8.21MGross asset value

Form D fundraising filings

OakRidge Alternatives Group Z1 LLC

Fund administrator SGGG FUND SERVICES INC. NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WITHUMSMITH + BROWN, PC PRINCETON, New Jersey, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: Yes
External marketing: No

WITHUMSMITH + BROWN, PC
PCAOB 100

Fund details & source

Fund ID: 805-9774585437
Reported beneficial owners: 12
Minimum commitment: $250K
Form D file number: 021-392777

Form ADV 2083165 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

OAKRIDGE ALTERNATIVES GROUP RH LLCPrivate Equity Fund · Last reported Mar 30, 2026$7.63MGross asset value

Fund administrator SGGG FUND SERVICES INC. NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WITHUMSMITH + BROWN, PC PRINCETON, New Jersey, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: Yes
External marketing: No

WITHUMSMITH + BROWN, PC
PCAOB 100

Fund details & source

Fund ID: 805-2993596144
Reported beneficial owners: 9
Minimum commitment: $250K
Form D file number: 021-41491

Form ADV 2083165 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

OAKRIDGE ALTERNATIVES GROUP FJDCF LLCPrivate Equity Fund · Last reported Mar 30, 2026$5.45MGross asset value

Fund administrator SGGG FUND SERVICES INC. NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WITHUMSMITH + BROWN, PC PRINCETON, New Jersey, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: Yes
External marketing: No

WITHUMSMITH + BROWN, PC
PCAOB 100

Fund details & source

Fund ID: 805-7405171580
Reported beneficial owners: 6
Minimum commitment: $250K
Form D file number: 021-42751

Form ADV 2083165 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

OAKRIDGE ALTERNATIVES GROUP COGITO-GROWTH LLCVenture Capital Fund · Last reported Mar 30, 2026$3.52MGross asset value

Form D fundraising filings

OakRidge Alternatives Group CGTO Growth LLC

Fund administrator SGGG FUND SERVICES INC. NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WITHUMSMITH + BROWN, PC PRINCETON, New Jersey, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: Yes
External marketing: No

WITHUMSMITH + BROWN, PC
PCAOB 100

Fund details & source

Fund ID: 805-6849882348
Reported beneficial owners: 6
Minimum commitment: $100K
Form D file number: 021-458649

Form ADV 2083165 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

OAKRIDGE ALTERNATIVES GROUP CRSTGP LLCVenture Capital Fund · Last reported Mar 30, 2026$2.91MGross asset value

Form D fundraising filings

OakRidge Alternatives Group CRSTGP LLC

Fund administrator SGGG FUND SERVICES INC. NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WITHUMSMITH + BROWN, PC PRINCETON, New Jersey, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: Yes
External marketing: No

WITHUMSMITH + BROWN, PC
PCAOB 100

Fund details & source

Fund ID: 805-4115598795
Reported beneficial owners: 7
Minimum commitment: $100K
Form D file number: 021-464135

Form ADV 2083165 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

OAKRIDGE ALTERNATIVES GROUP COGITO 2023 LLCPrivate Equity Fund · Last reported Mar 30, 2026$1.08MGross asset value

Fund administrator SGGG FUND SERVICES INC. NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WITHUMSMITH + BROWN, PC PRINCETON, New Jersey, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: Yes
External marketing: No

WITHUMSMITH + BROWN, PC
PCAOB 100

Fund details & source

Fund ID: 805-5401460237
Reported beneficial owners: 25
Minimum commitment: $25K

Form ADV 2083165 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

OAKRIDGE ALTERNATIVES GROUP FLW LLCPrivate Equity Fund · Last reported Mar 30, 2026$611KGross asset value

Form D fundraising filings

OakRidge Alternatives Group FLW LLC

Fund administrator SGGG FUND SERVICES INC. NEW YORK, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WITHUMSMITH + BROWN, PC PRINCETON, New Jersey, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: Yes
External marketing: No

WITHUMSMITH + BROWN, PC
PCAOB 100

Fund details & source

Fund ID: 805-5829595531
Reported beneficial owners: 6
Minimum commitment: $250K
Form D file number: 021-418862

Form ADV 2083165 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 30, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Selection of other advisers

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

1 LANDMARK SQUARE, SUITE 1730
STAMFORD, CT, 06901, United States

CRD 306284

Filing source

Form ADV 2083165 · Mar 30, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.