DFX Intelligence
Venture Capital Intelligence
Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.
Firms / Oakridge Management Group LLC
Oakridge Management Group LLC
Private equity with venture activity · probableDarien, CTSEC registered investment adviser
registered adviser; venture funds are 20% of 8 private funds
Importance
4
low
Active deployment
0
low
Emerging
0
low
Completeness
44
elevated
Freshness
97
high
Research priority
2
low
Identity and regulatory footprint
- Headquarters
- Stamford, CTadviserinfo.sec.gov
- Office address
- 1 LANDMARK SQUARE, SUITE 1730, Stamford, CT, 06901adviserinfo.sec.gov
- Business phone
- 203-257-3289adviserinfo.sec.gov
- Website
- unknown
- SEC adviser type
- registered investment adviseradviserinfo.sec.gov
- SEC exemption claimed
- unknown
- Latest Form ADV
- Mar 30, 2026
- Private funds reported
- 8 (2 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets
- $29.7Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Regulatory AUM
- $1.4Bthe adviser's RAUM, a regulatory measure, never a fund size
- Employees
- 6
- Owners on Schedule A
- Oakridge Holdings LLC (Sole Member Of Oakridge Management Group Llc), E
- business phone
- 203-257-3289adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
no observed deals yet
Stated (the firm’s website)
- Sectors
- not stated or not yet read
- Stages
- not stated or not yet read
- Geography
- not stated
- Check size
- not stated; DFX does not estimate checks from round sizes
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors: no observed deals yet
lead rate n/afollow-on rate n/anew logos, 12 months 0
Funds and vehicles
2 reported
| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| Oakridge Alternatives Group Crstgp LLC | Fund | 2022 form d first sale | Active deployment | $2.2M Jul 16, 2024 | 7 | $873,550 of $873,550 | Nov 8, 2022 |
| Oakridge Alternatives Group Cogito-Growth LLC | Growth fund | 2021 form d first sale | Mature | $4.8M Jul 16, 2024 | 6 | $4.2M of $4.2M | Sep 13, 2022 |
GAV is the gross asset value the adviser reported on Form ADV for the vehicle, never the fund’s committed size and never dry powder. Form D sold is the amount sold as of the latest filing, never a final close.
Investment team
4 current, 1 departed
Michael James Smith
PartnerCo-Chief Investment Officer For Discretionary · since Nov 1, 2020
Scott Young Phillips
PartnerCo-Chief Investment Officer · since May 1, 2023
Timothy Robert Powers
PartnerMember · since Sep 1, 2019
Ryan Donovan
Platform and operationsChief Operating Officer & Chief Compliance Officer · since Jan 1, 2022
1 departed (kept with end dates)
- Varun Solan · Managing Director · Oct 1, 2019 to Mar 31, 2024 Inference
Investments on record
0 edges, 0 companies, 0 partner-attributed
No investment on record yet. Edges arrive from the firm’s portfolio page, financing announcements, and Form D board seats.
Co-investors
0 relationships from shared deals, counted for the whole firm
No co-investor relationship yet: these are derived only from rounds and portfolio listings the graph has seen both investors on.
Limited partners
0 disclosed
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.
Timeline
7 dated events
- Mar 31, 2024Varun Solan (Managing Director) no longer on Schedule A of Oakridge Management Group LLC
- May 1, 2023Scott Young Phillips joined Schedule A of Oakridge Management Group LLC as Chief Investment Officer
- Mar 31, 2023Oakridge Alternatives Group Crstgp LLC first reported on Form ADV by Oakridge Management Group LLC (Venture Capital Fund), GAV $1,476,321Fund first reported on Form ADVFundsFactOakridge Alternatives Group Crstgp LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 31, 2023Oakridge Alternatives Group Cogito-Growth LLC first reported on Form ADV by Oakridge Management Group LLC (Venture Capital Fund), GAV $2,900,000Fund first reported on Form ADVFundsFactOakridge Alternatives Group Cogito-Growth LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Jan 1, 2022Ryan Donovan joined Schedule A of Oakridge Management Group LLC as Chief Operating Officer & Chief Compliance Officer
- Nov 1, 2020Michael James Smith joined Schedule A of Oakridge Management Group LLC as Managing Director, Chief Investment Officer For Discretionary
- Dec 6, 2019Oakridge Management Group LLC first filed Form ADV (IA)First SEC adviser filingOrganizationFactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Classification history
- Sep 12, 2026Private equity with venture activity (probable, 75%, cls-1)registered adviser; venture funds are 20% of 8 private funds
- Sep 12, 2026Private equity with venture activity (probable, 75%, cls-1)registered adviser; venture funds are 20% of 9 private funds
Evidence
45 observations from 2 sources