Oakridge Management Group LLC

Private equity with venture activitySEC-registered adviserClassification probable· Darien, Connecticut

Private equity with venture activity, based in Darien, Connecticut, reporting $6.4M of fund assets on its funds' Form ADV filings.

Composed from this organization's classification, location and filed figures.

Reported fund assets
$6.4M
sum of its funds' Form ADV filings, last 30 months
Investment team
3
Latest vintage
2022
Contact decision makers
More
Ask DFX about thisView relationshipsFind contactsFundsInvestmentsTeam (5)
As of · the latest observation of this organization; filed figures are as of its latest Form ADV

1 additional team member, 2 events, 1 verified contact (1 firm phone)

Every relationship, signal and contact on this record, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Nothing material in the last 180 days.

People to know

View all people
  • Michael James Smith
    Co-Chief Investment Officer For Discretionary
    Why: Chief investment officer: owns the allocation decision
    No route on file yet
  • Scott Young Phillips
    Co-Chief Investment Officer
    Why: Chief investment officer: owns the allocation decision
    No route on file yet
  • Timothy Robert Powers
    Member
    Why: Named with investment responsibility
    No route on file yet

Relationship network

6 connected entities

From financing rounds and every investor named in them, Form ADV and Form D filings, the firm's funds and team, and disclosed LP commitments in the venture capital graph. A round's amount is the size of the round, not money that moved between two investors.

Some relationships on this record are counted rather than named here. They open with the full profile.

Click any name or line for the rounds and sources behind it. Line weight is rounds together; dashed lines are inferred.

Reading the network
  • Fund or vehicle
  • Person

Co-investors are read from the rounds: three or more shared rounds is a strong observed relationship, two a repeat co-investor, one a single round. Funds and people are structural. Nothing is scored that a reader cannot check.

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

How am I connected?

Name your firm, a company or a person, and DFX finds the published routes to Oakridge Management Group LLC: a shared portfolio company or board, a prior employer, a co-investor, a shared LP or service provider. Every step is a filed or published record with its source; none is a guess about who knows whom.

See how you connect to Oakridge Management Group LLC

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Investing

0 companies on record, 0 new in 12 months
Investments on record
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.
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 no observed dealsfollow-on rate no observed dealsnew companies, 12 months 0

Team

5 current, 1 departed
Decision makers
who to call first, and why; then everyone else by function
  • Michael James Smith · Co-Chief Investment Officer For Discretionary
    Why this person: Chief investment officer: owns the allocation decision; Named with investment responsibility
  • Scott Young Phillips · Co-Chief Investment Officer
    Why this person: Chief investment officer: owns the allocation decision; Named with investment responsibility
  • Timothy Robert Powers · Member
    Why this person: Named with investment responsibility

Ranked by the role the firm or its filing states, a route on file and deals led. Every reason is read from the record, never inferred. Routes are published by the person or the firm (their bio, the team page or a filing) and are revealed on a plan; data bought from a provider is never shown, and a route printed at a firm the person has since left is held back.

Investment team
5 current, 1 departed
1 departed (kept with end dates)
  • Varun Solan · Managing Director · Oct 1, 2019 to Mar 31, 2024 Inference
Contacts
1 firm phone

1 firm phone on record, each with its source. Values open with the complete profile.

Funds and LPs

2 vehicles, 0 LPs disclosed
Funds and vehicles
2 reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
Oakridge Alternatives Group Crstgp LLCFund2022 form d first saleActive deployment$2.9M
Mar 30, 2026
7$873,550
of $873,550
Nov 8, 2022
Oakridge Alternatives Group Cogito-Growth LLCGrowth fund2021 form d first saleMature$3.5M
Mar 30, 2026
6$4.2M
of $4.2M
Sep 13, 2022
Limited partners
0 LPs, 0 disclosed commitments
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.
Known LPs and allocators
0 relationships across the firm's funds, from public pensions and the allocator graph
No allocator names this firm or its funds in a public disclosure DFX holds.

Relationships across DFX

0 co-investors · on 4 other DFX graphs
Co-investors
0 counted from shared deals, 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.
Across DFX and the capital chainon 4 other DFX graphs Show
Across DFX
Across the graphs

Oakridge Management Group LLC is the same institution as 4 records in Allocators, Independent Sponsors, Private Equity and RIA and Wealth.

Allocators1Independent Sponsors1Private Equity1RIA and Wealth1

DFX found 4 relationships across 4 datasets

Which record it is in each graph, what it is called there, and how the two were matched.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Checking your plan…

Evidence and history

7 dated events, 59 observations from 2 sources
Timeline
7 dated events
  1. Mar 31, 2024
    Varun Solan (Managing Director) no longer on Schedule A of Oakridge Management Group LLC
    Person leftPeopleInferenceVarun SolanForm ADV
  2. May 1, 2023
    Scott Young Phillips joined Schedule A of Oakridge Management Group LLC as Chief Investment Officer
    Person joinedPeopleFactScott Young PhillipsForm ADV
  3. Mar 31, 2023
    Oakridge Alternatives Group Crstgp LLC first reported on Form ADV by Oakridge Management Group LLC (Venture Capital Fund), GAV $1,476,321
    Fund first reported on Form ADVFundsFactOakridge Alternatives Group Crstgp LLCForm ADV
  4. Mar 31, 2023
    Oakridge Alternatives Group Cogito-Growth LLC first reported on Form ADV by Oakridge Management Group LLC (Venture Capital Fund), GAV $2,900,000
    Fund first reported on Form ADVFundsFactOakridge Alternatives Group Cogito-Growth LLCForm ADV
  5. Jan 1, 2022
    Ryan Donovan joined Schedule A of Oakridge Management Group LLC as Chief Operating Officer & Chief Compliance Officer
    Person joinedPeopleFactRyan DonovanForm ADV
Identity and regulatory footprint
Address, phone, Form ADV filing and ownersForm ADV filed Mar 30, 2026 · 8 private fundsShow
Headquarters
Stamford, CTadviserinfo.sec.gov
Office address
unknownadviserinfo.sec.gov
Business phone
unknownadviserinfo.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, adviser total
$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), owns 75% or more
Classification history
Every classification this record has carried2 on recordShow
  1. Sep 12, 2026
    Private equity with venture activity (probable, 75%)
    Registered adviser; venture funds are 20% of 8 private funds
  2. Sep 12, 2026
    Private equity with venture activity (probable, 75%)
    Registered adviser; venture funds are 20% of 9 private funds
Evidence
59 observations from 2 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
Why admittedVC funds reportedMar 30, 2026FactForm ADV
SEC adviser typeRegistered investment adviserMar 30, 2026FactForm ADV
SEC adviser typeRegistered investment adviserMar 30, 2026FactForm ADV
SEC adviser typeRegistered investment adviserJul 16, 2024FactForm ADV
First Form ADV filing2019-12-06Mar 30, 2026FactForm ADV
First Form ADV filing2019-12-06Jul 16, 2024FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-29Sep 30, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-25Sep 26, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-23Sep 24, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-21Sep 23, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-22Sep 23, 2026FactForm ADV
Adv history loadedadv-hist-1Sep 12, 2026FactForm ADV
Latest Form ADV filing2026-03-30Mar 30, 2026FactForm ADV
Latest Form ADV filing2026-03-30Mar 30, 2026FactForm ADV
Latest Form ADV filing2024-07-16Jul 16, 2024FactForm ADV
SEC statusApprovedMar 30, 2026FactForm ADV
SEC status effective2020-01-06Mar 30, 2026FactForm ADV
Venture share of reported funds0Mar 30, 2026FactForm ADV
Venture share of reported funds0Jul 16, 2024FactForm ADV
Business phoneMar 30, 2026FactForm ADV
Business phoneJul 16, 2024FactForm ADV
Employees6Mar 30, 2026FactForm ADV
Employees4Jul 16, 2024FactForm ADV
HeadquartersStamford, CTMar 30, 2026FactForm ADV
HeadquartersDarien, CTJul 16, 2024FactForm ADV
Office addressMar 30, 2026FactForm ADV
Office addressJul 16, 2024FactForm ADV
Legal formLimited Liability CompanyMar 30, 2026FactForm ADV
PE funds reported6Mar 30, 2026FactForm ADV
Private funds reported8Mar 30, 2026FactForm ADV
Private funds reported8Mar 30, 2026FactForm ADV
Private funds reported9Jul 16, 2024FactForm ADV
Private fund gross assets (reported)$29.7MMar 30, 2026FactForm ADV
Private fund gross assets (reported)$29.7MMar 30, 2026FactForm ADV
Private fund gross assets (reported)$39.5MJul 16, 2024FactForm ADV
Regulatory AUM (adviser, not fund size)$1.4BMar 30, 2026FactForm ADV
Regulatory AUM (adviser, not fund size)$1.1BJul 16, 2024FactForm ADV
Schedule a diffsadiff-1Mar 30, 2026FactForm ADV
Venture funds reported2Mar 30, 2026FactForm ADV
Venture funds reported2Mar 30, 2026FactForm ADV
Venture funds reported2Jul 16, 2024FactForm ADV
How this is scored
Scores, classification basis and filing advisersPrivate equity with venture activity, probableShow
Importance
6
low
Active deployment
0
low
Emerging
0
low
Freshness
100
high
Private equity with venture activity · probableSEC registered investment adviser

Registered adviser; venture funds are 20% of 8 private funds

The inputs behind each score
importance
gav: 0 · funds: 0.17 · people: 0.2 · investments: 0 · scale basis: Venture-typed funds only (Private equity with venture activity): 2 funds, $6M of $6M reported · co investors: 0
active deployment
investments 12m: 0 · fund raising 18m: 0 · people joined 12m: 0 · vintage within 3y: 0 · latest investment at: not scored
emerging manager
fund count: 2 · reported gav: $6.4M · first adv filing: 2019-12-06 · years since first filing: 6.8

Fits, record history and connections

scored matches for this investor, every identity change, every edge

Record history

1 dated event on the change ledger, latest event first
  • Adviser's first ADV filing
    2019-12-06source on record

The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

Not yet on record: new companies, 12 mo.