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John Brinckerhoff, Chief Operating Officer

Updated Form CRS:

Please see Oak Ridge’s March 31, 2023 Form CRS at the link attached

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Oak Ridge Investments Form ADV Part 2A available here for UBS advisory programs

Notice: Due to circumstances related to the effects of COVID-19, the Securities and Exchange Commission has issued an order extending the due date for delivery of Form ADV Part 2 Brochures. Oak Ridge Investments, LLC will be relying on this order for delivery of its Summary of Material Changes to Form ADV Part 2 Brochure to clients in certain investment advisory programs sponsored by UBS Financial

Oak Ridge Investments Announces Completion of Strategic Initiative

Marketing, Distribution and Operations spun off to North Square Investments, providing greater resources for Oak Ridge investment team in a highly beneficial partnership. CHICAGO Oak Ridge Investments is the beneficiary of a transformative realignment that lifts out 24 experienced professionals to form North Square Investments, led by CEO Mark Goodwin, who had previously been serving as President of Oak Ridge. The Oak Ridge Investments team

Oak Ridge Investments, LLC Announces 100% Employee Ownership and Mutual Fund Reorganization, Eyes Acquisitions

CHICAGO, IL – October 21, 2014: Oak Ridge Investments, LLC is pleased to announce that, effective October 17, 2014, the Firm is now 100% employee owned. On June 2, 2014, Oak Ridge Investments signed a definitive agreement with Pioneer Investments to repurchase the 49% stake in the Firm sold to Pioneer Investments in 2005. The repurchase was funded internally by Firm employees and will result

Pioneer Investments and Oak Ridge Investments Announce Repurchase of Minority Interest in Oak Ridge Owned by Pioneer

BOSTON AND CHICAGO – June 3, 2014 Pioneer Investments of Boston and Oak Ridge Investments, LLC of Chicago (Oak Ridge) today jointly announced that Oak Ridge will repurchase the 49% stake in Oak Ridge purchased by Pioneer in 2005. In addition, the firms agreed to propose that the two Pioneer funds for which Oak Ridge currently serves as investment sub-adviser — Pioneer Oak Ridge Small

Oak Ridge Announces the Appointment of Neil A. Cummins as Chairman

Oak Ridge Investments, LLC, is pleased to announce the appointment of Neil A. Cummins to the senior management team as Chairman. Mr. Cummins will join the Oak Ridge Executive Committee and be responsible for leading the strategic plan of the firm. He will be actively engaged in business development, both in expanding Oak Ridge’s global client focus and the addition of new strategies to grow