About Oak Ridge Investments
Oak Ridge Investments is a company based in Chicago (United States) founded in 1989 by David Klaskin. It operates as a B2B. The company has 11 employees as of December 31, 2022. 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. Oak Ridge Investments operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, FNZ and Northwestern Mutual, among others.
- Headquarter Chicago, United States
- Employees 11 as on 31 Dec, 2022
- Founders David Klaskin
-
Sectors
Financial Services
-
Phone
Locked
-
Website
Locked
- Legal Name Oak Ridge Investments, Llc
-
Annual Revenue
Not available
-
Net Profit
Not available
-
EBITDA
Not available
-
Latest Funding Round
Not available
-
Investors
Not available
-
Employee Count
11
as on Dec 31, 2022
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
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.
Funding Insights of Oak Ridge Investments
Detailed funding history for Oak Ridge Investments
Round names, dates, amounts, investors, and valuation history require an active premium plan.
- Round names and dates
- Funding amounts
- Participating investors
- Valuation history
Verified entity values are shown only after access is granted.
Investments & Acquisitions by Oak Ridge Investments
Investment portfolio details for Oak Ridge Investments
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
- Portfolio identities
- Transaction dates
- Round details
- Investment values
Verified entity values are shown only after access is granted.
Financial Statements - Oak Ridge Investments
Detailed financials for Oak Ridge Investments
Historical revenue, profit, statement rows, ratios, and trend charts require an active premium plan.
- Historical revenue
- Profit trends
- Statement rows
- Financial ratios
Verified entity values are shown only after access is granted.
Oak Ridge Investments Comparisons
Peer comparison for Oak Ridge Investments
Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.
- Named peers
- Headcount comparison
- Funding comparison
- Operating benchmarks
Verified entity values are shown only after access is granted.
Competitors of Oak Ridge Investments
Oak Ridge Investments operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Investec, Morgan Stanley, FNZ and Northwestern Mutual, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| Locked | Locked | Locked |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
|
|
| Locked | Locked | Locked |
Global banking, investment, and wealth management services are offered worldwide.
|
|
| Locked | Locked | Locked |
Wealth management, investment advisory, and financial services are provided.
|
|
| Locked | Locked | Locked |
Wealth management solutions are delivered for asset managers.
|
|
| Locked | Locked | Locked |
Northwestern Mutual is engaged in financial planning and insurance services.
|
|
| Locked | Locked | Locked |
Mutual life insurance and asset management services are provided.
|
Detailed competitors of Oak Ridge Investments
Competitor domains, locations, full profiles, and operating metrics require an active premium plan.
- Domains and locations
- Full company profiles
- Operating metrics
- Competitive positioning
Verified entity values are shown only after access is granted.
Latest news on Oak Ridge Investments
Complete news archive for Oak Ridge Investments
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
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 current CEO of Oak Ridge Investments. They have also founded this company.
As of Dec 31, 2022, the latest employee count at Oak Ridge Investments is 11.
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, Investec and Guggenheim Partners.
Oak Ridge Investments offers All Cap Growth Strategy, Large Cap Growth Strategy, Mid Cap Growth Strategy, Small Cap Growth Strategy, and Dividend Growth Strategy.