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 a privately held investment adviser organized as an LLC and SEC-registered since 1989. The firm manages portfolios for individual and family clients as well as institutional/business accounts, offering portfolio management services for both households and organizations. Its compensation model is a percentage-of-assets-under-management fee. Oak Ridge reports being an active ESG investor, and its client base and service set indicate a focus on discretionary portfolio management rather than pension consulting or capital allocation across external managers. Oak Ridge has been recognized by CNBC’s Top 100 Financial Advisory Firms list in 2019, 2020, and 2022.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 2DAVID KLASKIN
CEO & Chief Investment OfficerCRD 1061575
JOHN BRINCKERHOFF
Chief Operating OfficerCRD 5680627
Contacts
2 of 2ROBERT 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
$2.4M in ETFs
100%
$2.4M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P US GROWTH ETF (IUSG) | BlackRock | Passive | Large Growth | $2.1M | 13,791 | 90.85% |
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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