Oak Ridge Investments, LLC

RIASEC Registered

Total AUM

$1.7B

Discretionary

$1.7B

100% of AUM

Avg account

$435K

Accounts

3,920

Employees

Advisory reps

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

FINTRX

Overview

Oak Ridge Investments, LLC is an institutional registered investment adviser that has been SEC registered since 1989. Structured as a limited liability company with domestic/individual ownership, the firm manages portfolios for both individuals and families as well as institutional clients. Its advisory work centers on portfolio management for individuals, small businesses and for businesses or institutions, and the firm charges fees based on a percentage of assets under management. Oak Ridge identifies as an active ESG investor and has been recognized on CNBC’s Top 100 Financial Advisory Firms list in 2019, 2020 and 2022.