OakRidge Management Group LLC (“OakRidge”) is a Delaware limited liability company that was formed on September 24, 2019 and is registered to do business in Connecticut. OakRidge offers a comprehensive multi-family office services platform to high-net-worth individuals and family offices. OakRidge’s services include (i) discretionary and non-discretionary investment management services, (ii) financial planning and strategy, (iii) balance sheet optimization, (iv) trusts and estates and wealth transfer planning, (v) philanthropic planning, (vi) next generation education, (vii) day- to-day administration of a family’s affairs, (viii) identification, diligencing, and selection of third- party service providers, and (ix) management and coordination of third-party service providers. OakRidge also sources, originates, performs due diligence on, structures, and executes investments for its clients in privately offered securities, directly or indirectly through one or more pooled investment vehicles to be managed by its affiliate, Oakridge Alternatives Group LLC (“OakRidge Alternatives”). OakRidge Alternatives relies on OakRidge’s registration with the SEC as a registered investment adviser and is a “relying adviser” for purposes of this Form ADV. Advisory services provided to pooled investment vehicles managed by OakRidge Alternatives will be provided on a discretionary basis. Although such pooled investment vehicles will be advisory clients of OakRidge, references in this brochure to the term “client” generally should be understood to mean OakRidge’s high-net-worth individual and family office clients, unless the context otherwise requires. Timothy R. Powers, Michael Smith, Scott Phillips and Ryan Donovan are the principals of OakRidge Holdings LLC, a Delaware limited liability company that is the sole member of OakRidge and OakRidge Alternatives. Investment Management Services OakRidge provides non-discretionary and/or discretionary investment management services with respect to each client’s investable assets (the “Investment Management Services”). OakRidge will work with each client to develop investment guidelines based on the client’s investment objectives, risk tolerance, and other factors. OakRidge will make recommendations

to each client with respect to asset allocation and the investment and reinvestment of the client’s assets. In the case of OakRidge’s nondiscretionary investment management services, OakRidge shall purchase or sell securities or other financial instruments for the applicable client’s account only upon such client’s authorization. In the case of OakRidge’s discretionary investment management services, OakRidge will have the authority to purchase or sell securities or other financial instruments for the applicable client’s account without such authorization. Family Office Services For certain clients, OakRidge provides family office services, including advising on financial planning and strategy, balance sheet optimization, trusts and estates and wealth transfer planning, philanthropic planning, next generation education, day-to-day administration of a family’s affairs, identification, diligencing, and selection of third-party service providers, and management and coordination of third-party service providers (the “Family Office Services”). OakRidge’s approach includes creating a custom monitoring and reporting infrastructure and managing relationships with third-party service providers in order to promote coordination, timely execution, fee management, and efficiency. Private Investment Services For certain clients, OakRidge: (i) sources, originates, performs due diligence, structures, and executes investments in privately offered securities, directly or indirectly through the creation of one or more pooled investment vehicles; (ii) provides post-close monitoring and exit support of transactions in private investments; (iii) assists with ongoing management of private investments; and (iv) provides support and assumes governance roles as needed in private companies (the “Private Investment Services”). OakRidge Alternatives was formed for the purpose of acting as the managing member of certain of the pooled investments vehicles formed by OakRidge. OakRidge does not intend to participate in, nor will it be a sponsor of, wrap fee programs. As of December 31, 2023, OakRidge had regulatory assets under management of $1,085,752,280, of which $212,008,766 was managed on a discretionary basis and $873,743,514 was managed on a non-discretionary basis.