Oak Ridge Investments, LLC
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 107066
- Registered since
- December 8, 1989
- Website
- oakridgeinvest.com
- Custodians
- AMERIPRISE FINANCIAL SERVICES, LLC, UBS FINANCIAL SERVICES INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals56.35%
- HNWI27.84%
- Insurance Companies6.17%
- Other4.92%
- Corporations / Businesses3.86%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Oak Ridge Investments, LLC is an institutional RIA organized as an LLC that has been SEC-registered since 1989. The firm manages portfolios for both individuals/families and institutions, charging fees as a percentage of assets under management. Its advisory work centers on portfolio management for individuals, small businesses and for business or institutional clients. The firm identifies as an active ESG investor and has been recognized by CNBC as a Top 100 Financial Advisory Firm in 2019, 2020 and 2022.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Owners & executives
2 of 2
David Klaskin
CEO & Chief Investment OfficerCRD 1061575
John Brinckerhoff
Chief Operating OfficerCRD 5680627
Contacts
2 of 2
Robert Mcvicker
Executive Vice President, Senior Portfolio ManagerCRD 2026000
Joseph Scavetti
CCOCRD 2275422
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$849K in ETFs
100%
$849K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) | BlackRock | Passive | Large Growth | $546K | 4,399 | 64.35% |
Location
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 10 S La Salle St
- Time zone
- CT (UTC-6)
- Office locations
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