OAK RIDGE INVESTMENTS LLC

HTTP://WWW.OAKRIDGEINVEST.COM CHICAGO, IL Investment Advisor How do I update this listing?

OAK Ridge Investments is based out of Chicago. OAK Ridge Investments is a large advisory firm with 2084 clients and discretionary assets under management (AUM) of $1,250,690,468 (Form ADV from 2019-03-29). Their last reported 13F filing for Q2 2019 included $1,446,810,000 in managed 13F securities and a top 10 holdings concentration of 22.27%. OAK Ridge Investments's largest holding is Microsoft Corp. with shares held of 354,835. OAK Ridge Investments has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 76 13F filings, and 43 13G filings

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06/30/2019

13F Sector Allocation Over Time

06/30/2019

13F Activity

  • Market Value $1.447 Billion
  • Prior Market Value $1.573 Billion
  • New Purchases13 stocks
  • Additional Purchases6 stocks
  • Sold out of10 stocks
  • Reduced holdings in150 stocks
  • Top 10 Holdings % 22.27 %
  • Turnover % [1]:13.45%
  • Turnover Alt % [2]: 19.06 %
  • Time Held Top20:6.75 quarters
  • Time Held Top10:4.70 quarters
  • Time Held All:12.16 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: -2.07%
Performance Last 4 Quarters: -0.93%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
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Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
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13F Filings Available:
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR/A (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
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  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
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  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
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  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
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  • 2010-12-31 - 13F-HR (Subscription required)
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  • 2007-09-30 - 13F-HR/A (Subscription required)
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  • 2007-06-30 - 13F-HR (Subscription required)
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  • 2002-12-31 - 13F-HR (Subscription required)
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  • 2001-06-30 - 13F-HR (Subscription required)
  • 2001-03-31 - 13F-HR (Subscription required)
This lets you look at individual sub managers or subsidiaries within the 13F filing.

13F Managers

Subsidiaries/Managers included in latest 13F
Name
North Square Investments, LLC

View Last Form Adv Compilation Report on Record

OAK RIDGE INVESTMENTS, LLC
10 SOUTH LASALLE STREET SUITE 1900
CHICAGO IL    60603-1020
Country: United States

Business Phone: 312-857-1040
Fax: 312-857-1055
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm,Investment advisor to an investment company
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 11
Other Business Activities: registered representative of a broker-dealer
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 2084
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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OAK RIDGE INVESTMENTS, LLC

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
KLASKIN, DAVID, MICHAEL MANAGER, CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER, MEMBER 01/01/1990 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
OAK RIDGE INVESTMENTS, LLC MANAGER, CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER direct 1990-01-01
OAK RIDGE INVESTMENTS, LLC MANAGING MENBER direct 1990-01-01 2004-09-24
OAK RIDGE INVESTMENTS, LLC MANAGER, CHIEF EXECUTIVE OFFICER direct 1990-01-01 2005-03-31
OAK RIDGE INVESTMENTS, LLC MANAGER, CHAIRMAN, CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER direct 1990-01-01 2013-03-28
GOODWIN, MARK, DAVID MANAGER 09/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
OAK RIDGE INVESTMENTS, LLC CHIEF OPERATING OFFICER, EXECUTIVE V.P., MANAGER direct 2015-09-01
PIONEER INVESTMENT MANAGEMANT INC. TREASURER AND CHIEF FINANCIAL OFFICER direct 2001-04-01 2005-05-02
VANDERBILT CAPITAL ADVISORS LLC DIRECTOR direct 2006-06-01 2007-10-01
VANDERBILT CAPITAL ADVISORS LLC PRESIDENT AND CHIEF OPERATING OFFICER direct 2007-12-01 2008-03-28
VANDERBILT CAPITAL ADVISORS LLC PRESIDENT AND CHIEF FINANCIAL OFFICER direct 2007-12-01 2008-05-19
PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC. CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER & TREASURER direct 2008-05-01 2008-10-28
PIONEER INVESTMENT MANAGEMENT, INC. CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER & TREASURER direct 2008-05-01 2008-10-28
OAK RIDGE INVESTMENTS, LLC MANAGER direct 2007-03-01 2014-07-08
PIONEER INVESTMENT MANAGEMENT, INC. CHIEF OPERATING OFFICER direct 2005-11-01 2014-08-15
PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC. CHIEF OPERATING OFFICER direct 2006-01-01 2014-08-15
VANDERBILT CAPITAL ADVISORS LLC PRESIDENT direct 2007-12-01 2014-08-15
OAK RIDGE INVESTMENTS, LLC CHIEF OPERATING OFFICER, EXECUTIVE V.P. direct 2015-09-01 2017-01-09
KAILIN, KENNETH, SCOTT CHIEF COMPLIANCE OFFICER, EXECUTIVE VICE PRESIDENT, MEMBER 03/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
SKYLINE ASSET MANAGEMENT, L.P. LIMITED PARTNER direct 1995-06-01 2002-02-04
MCVICKER, ROBERT, GREGG MANAGER, MEMBER 03/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
OAK RIDGE INVESTMENTS, LLC MANAGER, MEMBER direct 2019-03-01

OAK RIDGE INVESTMENTS, LLC

ownership team - last updated 2017-03-30
Name Title Start Date Direct/Indirect % Ownership
KLASKIN, DAVID, MICHAEL MANAGER, CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER 01/01/1990 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
OAK RIDGE INVESTMENTS, LLC MANAGER, CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER direct 1990-01-01
OAK RIDGE INVESTMENTS, LLC MANAGING MENBER direct 1990-01-01 2004-09-24
OAK RIDGE INVESTMENTS, LLC MANAGER, CHIEF EXECUTIVE OFFICER direct 1990-01-01 2005-03-31
OAK RIDGE INVESTMENTS, LLC MANAGER, CHAIRMAN, CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER direct 1990-01-01 2013-03-28
PETERS, JOHN, EDWARD VICE CHAIRMAN 03/01/2005 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
OAK RIDGE INVESTMENTS, LLC VICE CHAIRMAN direct 2005-03-01
OAK RIDGE INVESTMENTS, LLC PRESIDENT direct 1998-07-01 2005-02-24
MOLOTSKY, ALAN, EUGENE MANAGER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER, EXECUTIVE V.P. 01/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
OAK RIDGE INVESTMENTS, LLC MANAGER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER direct 2005-01-01
OAK RIDGE INVESTMENTS, LLC MANAGER, CHIEF FINANCIAL OFFICER, EXECUTIVE V.P. direct 2005-01-01
OAK RIDGE INVESTMENTS, LLC MANAGER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER, EXECUTIVE V.P. direct 2005-01-01
GASPAR, DAVID, JOHN CHIEF OPERATIONS & INFORMATION OFFICER, EXECUTIVE V.P. 01/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
OAK RIDGE INVESTMENTS, LLC CHIEF OPERATING OFFICER direct 2005-01-01
OAK RIDGE INVESTMENTS, LLC CHIEF OPERATIONS & INFORMATION OFFICER, EXECUTIVE V.P. direct 2005-01-01
OAK RIDGE INVESTMENTS, LLC CHIEF OPERATIONS OFFICER, EXECUTIVE V.P. direct 2005-01-01
OAK RIDGE INVESTMENTS, LLC CHIEF OPERATING OFFICER, EXECUTIVE V.P. direct 2005-01-01
CUMMINS, NEIL, ANTHONY MANAGER, CHAIRMAN 10/01/2014 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
OAK RIDGE INVESTMENTS, LLC CHAIRMAN direct 2014-10-01
OAK RIDGE INVESTMENTS, LLC MANAGER, CHAIRMAN direct 2014-10-01
GOODWIN, MARK, DAVID CHIEF OPERATING OFFICER, EXECUTIVE V.P., MANAGER 09/01/2015 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
OAK RIDGE INVESTMENTS, LLC CHIEF OPERATING OFFICER, EXECUTIVE V.P., MANAGER direct 2015-09-01
PIONEER INVESTMENT MANAGEMANT INC. TREASURER AND CHIEF FINANCIAL OFFICER direct 2001-04-01 2005-05-02
VANDERBILT CAPITAL ADVISORS LLC DIRECTOR direct 2006-06-01 2007-10-01
VANDERBILT CAPITAL ADVISORS LLC PRESIDENT AND CHIEF OPERATING OFFICER direct 2007-12-01 2008-03-28
VANDERBILT CAPITAL ADVISORS LLC PRESIDENT AND CHIEF FINANCIAL OFFICER direct 2007-12-01 2008-05-19
PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC. CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER & TREASURER direct 2008-05-01 2008-10-28
PIONEER INVESTMENT MANAGEMENT, INC. CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER & TREASURER direct 2008-05-01 2008-10-28
OAK RIDGE INVESTMENTS, LLC MANAGER direct 2007-03-01 2014-07-08
PIONEER INVESTMENT MANAGEMENT, INC. CHIEF OPERATING OFFICER direct 2005-11-01 2014-08-15
PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC. CHIEF OPERATING OFFICER direct 2006-01-01 2014-08-15
VANDERBILT CAPITAL ADVISORS LLC PRESIDENT direct 2007-12-01 2014-08-15
OAK RIDGE INVESTMENTS, LLC CHIEF OPERATING OFFICER, EXECUTIVE V.P. direct 2015-09-01 2017-01-09

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
OAK RIDGE SGS HEALTHCARE FUND LLC United States 805-8215159221 Other Private Fund HEALTHCARE EQUITY FUND 8,404,486 500,000

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