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Oak Ridge Financial

Oak Ridge Financial

Golden Valley, Minnesotaoakridgefinancial.com

Overview

Oak Ridge Financial is an independent, full-service financial services firm that provides private client and investment banking services to individual, institutional, and corporate customers.

Year Founded

1977

Portfolio Companies

2

Investments

Oak Ridge Financial investments
CompanyDateStageLead
SpineologyAug 2008VC RoundCo-investor
Apollo AtomicsAug 2026SeedCo-investor

Sector & Stage Mix

Industry, funding stage, and valuation band breakdowns.

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SeedSeries ASeries BGrowth

Portfolio analytics

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Investment Activity

Yearly cadence, pace, and funding raised over time.

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2021
2022
2023
2024
2025
2026

Portfolio analytics

Caplight clients see yearly investment pace and funding raised over time.

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FAQ

Where is Oak Ridge Financial based?

Oak Ridge Financial is headquartered in Golden Valley, Minnesota, United States.

When was Oak Ridge Financial founded?

Oak Ridge Financial was founded in 1977.

How many portfolio companies does Oak Ridge Financial have?

Oak Ridge Financial has 2 portfolio companies in Caplight's dataset.

What are some companies in Oak Ridge Financial's portfolio?

Portfolio companies visible on Caplight include Spineology, Apollo Atomics.

What was Oak Ridge Financial's most recent investment shown here?

Oak Ridge Financial's most recent investment in this portfolio sample was in Apollo Atomics in 2026.

What sectors does Oak Ridge Financial focus on?

Oak Ridge Financial focuses on Healthcare & Life Sciences, Energy & Sustainability, Frontier & Industrial Tech.

What company stages does Oak Ridge Financial focus on?

Stage focus information for Oak Ridge Financial is not publicly available.

What is Oak Ridge Financial's AUM?

Oak Ridge Financial's assets under management are estimated between $412.0M and $1.4B.

Firmographic Details

HeadquartersGolden Valley, Minnesota
Year Founded1977

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