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
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Sectors
Financial Services
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Phone
*********
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Website
*********
- Legal Name Oak Ridge Investments, Llc
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Investors
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Employee Count
11
as on Dec 31, 2022
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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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
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
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by Oak Ridge Investments
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Oak Ridge Investments
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Oak Ridge Investments Comparisons
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. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
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| domain | founded_year | HQ Location |
Wealth management solutions are delivered for asset managers.
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| domain | founded_year | HQ Location |
Northwestern Mutual is engaged in financial planning and insurance services.
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| domain | founded_year | HQ Location |
Mutual life insurance and asset management services are provided.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Oak Ridge Investments
Frequently Asked Questions about Oak Ridge Investments
When was Oak Ridge Investments founded?
Oak Ridge Investments was founded in 1989.
Where is Oak Ridge Investments located?
Oak Ridge Investments is headquartered in Chicago, United States. It is registered at Chicago, Illinois, United States.
Who is the current CEO of Oak Ridge Investments?
David Klaskin is the current CEO of Oak Ridge Investments. They have also founded this company.
How many employees does Oak Ridge Investments have?
As of Dec 31, 2022, the latest employee count at Oak Ridge Investments is 11.
What does Oak Ridge Investments do?
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.
Who are the top competitors of Oak Ridge Investments?
Oak Ridge Investments's top competitors include Fidelity Investments, Investec and Guggenheim Partners.
What products or services does Oak Ridge Investments offer?
Oak Ridge Investments offers All Cap Growth Strategy, Large Cap Growth Strategy, Mid Cap Growth Strategy, Small Cap Growth Strategy, and Dividend Growth Strategy.