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Oak Ridge Investments LLC
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CRD # | 107066 |
SEC # | 801-35529 |
CIK # | 0001054554 |
AUM | $899.9 MM (2024-03-13) |
Employees | 11 (73% Investors, 0% Brokers) |
Phone | 312-857-1040 |
Address | 10 South LaSalle Street Chicago, IL 60603-1020 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($BB) |
---|
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 ($BB) |
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Type | Form D Funds | Date | Sold ($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] |
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 |