History
Oak 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, former employees and affiliates
ASSETS UNDER MANAGEMENT
Over $1.91 billion as of September 30th, 2024
FIRM STATS
Headquartered in Chicago with 11 investment professionals
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.
