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OAK RIDGE INVESTMENTS, LLC
CRD 107066 · SEC 801-35529
10 SOUTH LASALLE STREET, SUITE 2130, CHICAGO, IL, 60603-1020, United States
Phone
312-857-1040
Fax
312-857-1055
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.70B
Discretionary AUM
$1.70B
Team
13 total employees; 11 advisory reps; 7 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-04
Disciplinary history
Yes
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3626 | $960.4M |
| High net worth individuals | 197 | $474.6M |
| Pension/profit sharing plans | 18 | $13.6M |
| State/municipal entities | 2 | $1.1M |
| Insurance companies | 4 | $105.2M |
| Corporations/business entities | 41 | $65.7M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD