Firm overview

Founded in 1989, Oak Ridge Investments, LLC is a Chicago-based registered investment advisor exclusively dedicated to investing our clients’ assets in high-quality growth businesses.  Our accounts are managed with complete discretion for a range of taxable and tax-exempt clients, including pension plans, foundation endowments, unions, and high-net worth investors. With over $2.6 billion under management, Oak Ridge is well positioned to continue its growth into the future.

As owners of our firm, we are committed to long-term portfolio performance and excellent client service. Oak Ridge Investments is 51% owned by employees and 49% owned by Pioneer Investment Management USA, Inc. Pioneer is the North America office of Pioneer Global Asset Management, which operates offices in 18 countries and managed approximately $280 billion in assets.

Our goal is to consistently outperform our benchmarks over the long term while taking less risk. We do this by investing in dynamic, growing companies that offer the opportunity for capital appreciation. Oak Ridge has 30 employees, including 8 professionals dedicated to portfolio management and analysis.