Oak Ridge Investments, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chicago, IL. Its latest Form ADV filing, dated March 16, 2026, reports $1.7B in regulatory assets under management, 13 employees, and 3,920 accounts.
Assets Under Management
$1.7B
Employees
13
Offices
--
Total Clients
3,920
Primary office
CHICAGO, IL
10 SOUTH LASALLE STREET, SUITE 2130, CHICAGO, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 92.5% of total clients.
Top client categories% of clientsClients
1
Individuals
92.5%
3,626
2
HNWI
5.0%
197
3
Corporations
1.0%
41
4
ASSOCIATIONS, ENDOWMNETS, FOUNDATIONS, RELIGIOUS
0.8%
32
5
Pension Plans
0.5%
18
Categories with <5 clients
Insurance companies<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.7Bas of March 16, 2026
Discretionary100.0%
$1.7B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.7B
Total Accounts3,920
10Y AUM Change$-1.6B (-47.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee302:1
10Y Employee Change-24 (-64.9%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.