Oak Ridge Investments, LLC
● SEC registered since 1989CRD 107066SEC# 801-35529Chicago, IL
Reg. AUM
$1.7B
Employees
13
Accounts
3,920
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 $1.7 billion in regulatory assets under management and employs 13 people.
Oak Ridge Investments, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David M. Klaskin Trust Control | Shareholder | 25-50% | 2024 |
| David Michael Klaskin Control | Manager, Chief Executive Officer And Chief Investment Officer, Member | Under 5% | 1990 |
| John Kane Brinckerhoff Control | Coo | 10-25% | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does Oak Ridge Investments, LLC manage?
Oak Ridge Investments, LLC reports $1.7 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
| Address | 10 South Lasalle Street, Suite 2130, Chicago, IL 60603-1020 |
| Phone | 312-857-1040 |
| Fax | 312-857-1055 |
| Office hours | 8a.m.-5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1054554 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$1.7B▲ 31%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 24%
Larger than 76% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$1.7Bregulatory AUM
Discretionary $1.7B