OAKRIDGE MANAGEMENT GROUP LLC
C28
CRD 306284·SEC 801-117907·STAMFORD, CT
AUM
$1.37B
$1B+
Est. Revenue
$13.7M
@ 1% on AUM
Est. EBITDA
$4.1M
@ 30% margin
Est. Deal Value
$32.8M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'21 · $450.0M
'22 · $512.4M
'23 · $597.9M
'25 · $1.08B
'26 · $1.37B
'21'26
$450.0M → $1.37B▲ +204%
Operations
Advisory staff (5-yr trend)
'21 · 2 advisors
'22 · 3 advisors
'23 · 3 advisors
'25 · 3 advisors
'26 · 3 advisors
'21'26
2 advisors → 3 advisors▲ +50%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesSelection of other advisers
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (8)
Everything else we've pulled for this record, not yet curated into a section.