OAK RIDGE INVESTMENTS, LLC
CRD #107066 SEC #801-35529 CHICAGO, IL 312-857-1040
SEC Registered
Total AUM
$1.3B
Discretionary
$1.3B
Employees
13
Clients
--
Accounts
2,876
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $1.3B | $1.3B | $0 | 13 | 6 |
| Mar 2025 | $1.3B | $1.3B | $0 | 13 | 6 |
| Mar 2025 | $1.3B | $1.3B | $0 | 13 | 6 |
| Oct 2024 | $899.9M | $899.9M | $0 | 11 | 6 |
| Mar 2024 | $899.9M | $899.9M | $0 | 11 | 6 |
| Nov 2023 | $708.4M | $708.4M | $0 | 11 | 7 |
| Sep 2023 | $708.4M | $708.4M | $0 | 11 | 7 |
| Aug 2023 | $708.4M | $708.4M | $0 | 11 | 7 |
| Aug 2023 | $708.4M | $708.4M | $0 | 11 | 7 |
| Mar 2023 | $708.4M | $708.4M | $0 | 11 | 7 |
| Aug 2022 | $1.2B | $1.2B | $0 | 11 | 7 |
| Mar 2022 | $1.2B | $1.2B | $0 | 11 | 7 |
| Mar 2022 | $1.2B | $1.2B | $0 | 11 | 7 |
| Jun 2021 | $1.1B | $1.1B | $0 | 11 | 7 |
| Jun 2021 | $1.1B | $1.1B | $0 | 11 | 7 |
| Mar 2021 | $1.1B | $1.1B | $0 | 11 | 7 |
| Jun 2020 | $1.1B | $1.1B | $0 | 11 | 8 |
| Apr 2020 | $1.1B | $1.1B | $0 | 11 | 8 |
| Mar 2019 | $1.3B | $1.3B | $0 | 11 | 1,028 |
| Mar 2018 | $2B | $2B | $0 | 37 | 1,229 |
| Mar 2017 | $3.3B | $3.3B | $0 | 37 | 4,200 |
| Jan 2017 | $4.4B | $4.4B | $0 | 39 | 5,100 |
| Mar 2016 | $4.4B | $4.4B | $0 | 39 | 5,100 |
| Mar 2016 | $4.4B | $4.4B | $0 | 39 | 5,100 |
| Mar 2015 | $4.2B | $4.2B | $0 | 36 | 4,700 |
| Jan 2015 | $4B | $4B | $0 | 30 | 4,300 |
| Oct 2014 | $4B | $4B | $0 | 30 | 4,300 |
| Jul 2014 | $4B | $4B | $0 | 30 | 4,300 |
| Mar 2014 | $4B | $4B | $0 | 30 | 4,300 |
| Mar 2013 | $2.9B | $2.9B | $0 | 30 | 4,100 |
| Jul 2012 | $2.7B | $2.7B | $0 | 11 | 4,400 |
| Mar 2012 | $2.7B | $2.7B | $0 | 11 | 4,400 |
| Mar 2011 | $2.9B | $2.9B | $0 | -- | -- |
| Mar 2011 | $2.5B | $2.5B | $0 | -- | -- |
| Mar 2008 | $3.8B | $3.8B | $0 | -- | -- |
| Mar 2007 | $4B | $4B | $0 | -- | -- |
| Mar 2004 | $1.4B | $1.4B | $0 | -- | -- |
| Apr 2002 | $770.3M | $770.3M | $0 | -- | -- |
DateDec 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees13
Clients6
DateMar 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees13
Clients6
DateMar 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees13
Clients6
DateOct 2024
Total AUM$899.9M
Discretionary$899.9M
Non-Disc.$0
Employees11
Clients6
DateMar 2024
Total AUM$899.9M
Discretionary$899.9M
Non-Disc.$0
Employees11
Clients6
DateNov 2023
Total AUM$708.4M
Discretionary$708.4M
Non-Disc.$0
Employees11
Clients7
DateSep 2023
Total AUM$708.4M
Discretionary$708.4M
Non-Disc.$0
Employees11
Clients7
DateAug 2023
Total AUM$708.4M
Discretionary$708.4M
Non-Disc.$0
Employees11
Clients7
DateAug 2023
Total AUM$708.4M
Discretionary$708.4M
Non-Disc.$0
Employees11
Clients7
DateMar 2023
Total AUM$708.4M
Discretionary$708.4M
Non-Disc.$0
Employees11
Clients7
DateAug 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees11
Clients7
DateMar 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees11
Clients7
DateMar 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees11
Clients7
DateJun 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees11
Clients7
DateJun 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees11
Clients7
DateMar 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees11
Clients7
DateJun 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees11
Clients8
DateApr 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees11
Clients8
DateMar 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees11
Clients1,028
DateMar 2018
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees37
Clients1,229
DateMar 2017
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees37
Clients4,200
DateJan 2017
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$0
Employees39
Clients5,100
DateMar 2016
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$0
Employees39
Clients5,100
DateMar 2016
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$0
Employees39
Clients5,100
DateMar 2015
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees36
Clients4,700
DateJan 2015
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees30
Clients4,300
DateOct 2014
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees30
Clients4,300
DateJul 2014
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees30
Clients4,300
DateMar 2014
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees30
Clients4,300
DateMar 2013
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$0
Employees30
Clients4,100
DateJul 2012
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees11
Clients4,400
DateMar 2012
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees11
Clients4,400
DateMar 2011
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees--
Clients--
DateApr 2002
Total AUM$770.3M
Discretionary$770.3M
Non-Disc.$0
Employees--
Clients--