About Oak Ridge Investments
Oak Ridge Investments is a Financial Services company based in Chicago (United States) founded in 1989 by David Klaskin. It provides high-quality equity portfolios through managed accounts for client investments. It operates on a B2B model. The company has 11 employees. Its chief executive, as recorded, is David Klaskin. Oak Ridge Investments offers products and services including All Cap Growth Strategy, Large Cap Growth Strategy, Mid Cap Growth Strategy, Small Cap Growth Strategy, and Dividend Growth Strategy. Its focus areas include Finance, Investment Management, Asset Management and Equity Strategies. Its legal entity is OAK RIDGE INVESTMENTS, LLC. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Oak Ridge Investments is a boutique firm that delivers actively managed equity strategies, including All Cap Growth and SMA formats, emphasizing earnings growth and strong fundamentals. Based in Chicago, USA, they assess investments based on competitive positioning and management capability. Their services target clients seeking transparent, repeatable returns in various market conditions.
- Headquarters Chicago, United States
- Employees 11
- Founders David Klaskin
- SectorsFinancial Services
- Phone•••• ••••
- Website oakridgeinvest.com
- Legal Name Oak Ridge Investments, Llc
- Employee Count11
Products & Services of Oak Ridge Investments
Oak Ridge Investments offers a comprehensive portfolio of products and services, including All Cap Growth Strategy, Large Cap Growth Strategy, Mid Cap Growth Strategy, Small Cap Growth Strategy, and Dividend Growth Strategy.
Actively managed portfolio targeting growth across all market caps.
Focuses on large cap stocks for sustainable earnings growth.
Manages mid cap equities for balanced risk and return.
Targets small cap stocks with high growth potential.
Emphasizes dividend-paying stocks for steady income growth.
People of Oak Ridge Investments
1 people are tracked at Oak Ridge Investments (1 in leadership); the tracked headcount is 11.
| Name | Role | Group |
|---|---|---|
David Klaskin | Founder, CEO, CIO | Leadership |
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Competitors of Oak Ridge Investments
Oak Ridge Investments has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Oak Ridge Investments
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Top companies in Private Equity Funds
3 companies that operate in the same segment as Oak Ridge Investments (Private Equity Funds) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Alternative asset investment management firm | 1997 | Los Angeles, California, United States | USD 6.2 B | 3,200 | ||
Private equity and debt investments are managed for businesses. | 2004 | Los Angeles, California, United States | USD 3.15 B | 3,200 | ||
Multiple sectors are invested in by this private equity firm. | 1976 | New York, New York, United States | USD 20.29 B | 4,830 |
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Related news about Oak Ridge Investments
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Frequently Asked Questions about Oak Ridge Investments
Oak Ridge Investments was founded in 1989.
Oak Ridge Investments is headquartered in Chicago, United States. It is registered at Chicago, Illinois, United States.
David Klaskin is the CEO of Oak Ridge Investments, as recorded in our data. They have also founded this company.
Oak Ridge Investments has 11 employees.
Oak Ridge Investments is a boutique firm that delivers actively managed equity strategies, including All Cap Growth and SMA formats, emphasizing earnings growth and strong fundamentals. Based in Chicago, USA, they assess investments based on competitive positioning and management capability. Their services target clients seeking transparent, repeatable returns in various market conditions.
Oak Ridge Investments's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Oak Ridge Investments offers All Cap Growth Strategy, Large Cap Growth Strategy, Mid Cap Growth Strategy, Small Cap Growth Strategy, and Dividend Growth Strategy.
Oak Ridge Investments operates through Oak Ridge Investments, Llc.