Exchange
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Entity type
operating
Fiscal year end
Jun 30
Headquarters
MN
Company overview
OAKRIDGE HOLDINGS INC positions itself as a diversified investment platform that curates strategic capital allocations and advisory support for mid-market companies, offering core services such as capital deployment, restructuring guidance, and operational oversight tailored to privately held or thinly traded assets in sectors aligned with the firm’s legacy SIC-grouping, even as the exact industry designation remains uncertain; the company’s target customers include family offices, private equity sponsors, and boards seeking steady governance support plus liquidity solutions beyond traditional banking products, with emphasis on flexible structures rather than high-volume retail exposure, meaning its value proposition leans on disciplined due diligence and bespoke financing structures; material risks stem from the opaque regulatory landscape that governs investment advisers and holding companies, potential shifts in valuations tied to macroeconomic cycles, and compliance with SEC oversight given limited public disclosures, including its latest filing status still pending review by regulators, so investors should monitor filings closely—view live SEC filings on Earnings Feed.
Source: Earnings Feed research · last updated 11/24/2025
Recent filings
- OAKRIDGE HOLDINGS INC86.1 KB
OAKRIDGE HOLDINGS INC 8-K