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Building 2OAK RIDGE INVESTMENTS, LLC

Map pinCHICAGO, IL
Phone312-857-1040
NotebookSEC #801-35529
Total AUM
$1.7B
Employees
13
Clients
3,920

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10 SOUTH LASALLE STREET
SUITE 2130
CHICAGO
IL 60603-1020
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
312-857-1040

ReceiptFinancials

Total AUM
$1.7B
Accounts
3,920
Discretionary
$1.7B
Accounts
3,920
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
3,626
AUM
$960.4M
HNW Individual Clients
197
AUM
$474.6M
Pension/Profit Sharing Plan Clients
18
AUM
$13.6M
Government Entity Clients
2
AUM
$1.1M
Insurance Company Clients
4
AUM
$105.2M
Corporation or Business Clients
41
AUM
$65.7M
Other Clients
32
AUM
$83.8M
Description of Other Clients
ASSOCIATIONS, ENDOWMNETS, FOUNDATIONS, RELIGIOUS

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Felony Charge
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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