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Oak Ridge Investments, LLC

● SEC registered since 1989CRD 107066SEC# 801-35529Chicago, IL
Export (members)
Reg. AUM
$1.31B
Employees
13
Accounts
2,876
Location
Chicago, IL

Oak Ridge Investments, LLC assets under management

Oak Ridge Investments, LLC operates as an SEC-registered investment adviser based in Chicago, IL. The firm has been registered since 1989. It reports $1.3 billion in regulatory assets under management and employs 13 people.

Oak Ridge Investments, LLC owners & executives

10 reported
NameTitleOwnershipSince
David M. Klaskin Trust ControlShareholder25-50%2024
David Michael Klaskin ControlManager, Chief Executive Officer And Chief Investment Officer, MemberUnder 5%1990
John Edward PetersMember5-10%2002
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Frequently asked questions

How much does Oak Ridge Investments, LLC manage?

Oak Ridge Investments, LLC reports $1.3 billion in regulatory assets under management on its Form ADV.

How many employees does Oak Ridge Investments, LLC have?

Oak Ridge Investments, LLC reports 13 employees.

Where is Oak Ridge Investments, LLC located?

Oak Ridge Investments, LLC is based in Chicago, IL and has been SEC-registered since 1989.

Does Oak Ridge Investments, LLC disclose fund performance?

Oak Ridge Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10 South Lasalle Street, Suite 2130, Chicago, IL 60603-1020
Phone312-857-1040
Fax312-857-1055
Office hours8a.m.-5p.m.
SEC regionChicago Regional Office (CHRO)
CIK1054554
Discloses disciplinary historyNo

Assets under management

Discretionary$1.31B
Non-discretionary$0
Total (RAUM)$1.31B