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| Oak Ridge Investments LLC
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|---|---|
| CRD # | 107066 |
| SEC # | 801-35529 |
| CIK # | 0001054554 |
| AUM | 1,704.4 M (2026-05-04) |
| Employees | 13 (85% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 312-857-1040 |
| Address | 10 South LaSalle Street Chicago, IL 60603-1020 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.2 | ||
| Apple Inc | 0.2 | ||
| Microsoft Corp | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| Lilly Eli & Co | 0.1 | ||
| Facebook Inc | 0.1 | ||
| Tesla Motors Inc | 0.0 | ||
| KLA Tencor Corp | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Oak Ridge SGS Healthcare Fund LLC | [2014-03-31] | 9.7 M | 11.5 M |
| Filed 2016-11-02 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,626 | 1.0 |
| (b) Individuals (high net worth individuals) | 197 | 0.5 |
| (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 | 18 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 2 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 4 | 0.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 41 | 0.1 |
| (n) Other | 32 | 0.1 |
| Total | 3,920 | 1.7 |
| By Discretionary | ||
| Discretionary | 3,920 | 1.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,920 | 1.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.7 | |
| Total | 3,920 | 1.7 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| David Klaskin | Executive Officer | 2 | 2 | |
| Alan Molotsky | Executive Officer | 1 | 1 | |
| Oak Ridge Investments LLC | Promoter | 1 | 1 | |
| Steven Slaughter | Executive Officer | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001054554] | |
| SC 13G | [0001054554] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $2.9B |
| Clients | 7 |
| Serves | Institutional, Retail |
| LEI | 984500ED8CBM689F3E81 |
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