Oak Ridge Investments LLC

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Assets, Funds, Holdings

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Oak Ridge Investments LLC
CRD #107066
SEC #801-35529
CIK #0001054554
AUM $899.9 MM (2024-03-13)
Employees 11 (73% Investors, 0% Brokers)
Phone312-857-1040
Address10 South LaSalle Street
Chicago, IL 60603-1020
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($BB)
5.04.03.02.01.00.02001200920172025
Sector Form 13F Holdings Cap ($BB) Value ($BB)
MSFT 1,918.2 0.1
AAPL 2,382.8 0.1
NVDA 399.6 0.1
AMZN 1,093.0 0.1
LLY 301.8 0.0
GOOG 1,482.6 0.0
META 434.9 0.0
GOOGL 1,475.1 0.0
AVGO 201.3 0.0
UNH 477.0 0.0
View All
Holdings by Sector ($BB)
10.08.06.04.02.00.02013201720212025
Type Form D Funds Date Sold ($MM) AUM ($MM)
Other Oak Ridge SGS Healthcare Fund LLC [2014-03-31] 9.7 11.5
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 1,457 0.4
(b) Individuals (high net worth individuals) 124 0.3
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 12 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 3 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 3 0.1
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 39 0.0
(n) Other 29 0.1
Total 1,667 0.9
By Discretionary
Discretionary 1,667 0.9
Non-Discretionary 0 0.0
Total 1,667 0.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.9
Total 1,667 0.9
Form D Directors # Filings # Firms 2011 - 2024
David Klaskin 2
Oak Ridge Investments LLC 1
Alan Molotsky 1
Steven Slaughter 1
EDGAR Form CIK 2011 - 2024
13F-HR [0001054554]
SC 13G [0001054554]
Form 13D/13G Filer Form 13D/13G Subject Filed
Oak Ridge Investments LLC Spectranetics Corp [2018-02-13]
Oak Ridge Investments LLC Omnicell Inc [2018-02-13]
Oak Ridge Investments LLC Spectranetics Corp [2016-02-08]
Oak Ridge Investments LLC Omnicell Inc [2016-02-08]
Oak Ridge Investments LLC Seachange International Inc [2016-02-08]
Oak Ridge Investments LLC DHI Group Inc [2016-02-08]
Oak Ridge Investments LLC Synchronoss Technologies Inc [2016-02-08]
Oak Ridge Investments LLC Depomed Inc [2016-02-08]
Oak Ridge Investments LLC Virtusa Corp [2016-02-08]
Oak Ridge Investments LLC KeyW Holding Corp [2016-02-08]
View All
Comparable Firms State AUM ($BB)
SouthernSun Asset Management LLC
TN 0.9
Berkshire Money Management Inc
MA 0.9
JFG Wealth Management LLC
CO 0.9
Versant Capital Management Inc
AZ 0.9
Private Portfolio Partners LLC
NJ 0.9
Rae & Lipskie Investment Counsel Inc
0.9
Headinvest LLC
ME 0.9
Hemington Wealth Management LLC
VA 0.9
van Cleef Asset Management Inc
OH 0.9
Haven Global Partners LLC
GA 0.9
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