History

History

tree-grayOak Ridge Investments was founded in response to a need to do things differently. But mainly, it was founded out of David Klaskin’s passion for investing.

FIRM OWNERSHIP

Our firm is 100% owned by employees, dedicated to serving you

ASSETS UNDER MANAGEMENT

$3.6 billion in assets under advisement as of June 30, 2017

FIRM STATS

Headquartered in Chicago with 38 employees

WHERE WE BEGAN

Founder David Klaskin didn’t want to just manage money. He wanted to create a firm that would embody the craftsmanship of a boutique by delivering personalized attention to clients and offering transparency in decision-making. He wanted to create the kind of firm he wanted to work for, one that takes the art of investing seriously.

WHERE WE ARE TODAY

Our goal today hasn’t changed from the goal we started out with: to outperform our benchmarks over the long term, while reducing risk. We strive to do that by investing in dynamic, high-quality companies that offer the opportunity for capital appreciation. We remain true to our heritage: We all share in a passion for being proven right.


    For more about how Oak Ridge has thrived through the years, rollover the following boxes.

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