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OAK RIDGE INVESTMENTS, LLC
CRD 107066File 801-35529
APPROVED
Retail clients
Disclosure events
Filing as of May 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.70B
Top 25% of cohort (national)
Discretionary AUM
$1.70B
Clients
3,888
3,920 accounts
Employees
13
Above cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Dec 8, 1989
- Principal office
- 10 SOUTH LASALLE STREET, SUITE 2130, CHICAGO, IL, 60603-1020
- Phone
- 312-857-1040
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.70B
- Discretionary AUM
- $1.70B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3,920
- Non-discretionary accounts
- 0
- Total accounts
- 3,920
- AUM per client
- $438K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 41 | $65.7M |
| Insurance companies | Fewer than 5 | $105.2M |
| High net worth individuals | 197 | $474.6M |
| Pension and profit sharing plans | 18 | $13.6M |
| State or municipal government entities | Fewer than 5 | $1.1M |
| Individuals (other than high net worth individuals) | 3,626 | $960.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11A2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 3920 | 3888 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.