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OAK Ridge Investments, LLC

OAK Ridge Investments, LLC. CRD 107066

OAK Ridge Investments, LLC logo

CRD: 107066

OAK Ridge Investments, LLC

Chicago, IL, 60603
3128571040
oakridgeinvest.com
$1.7B Total AUM
$1.7B Disc. AUM
9.5% 3Y CAGR
13 Employees
3,927 ADV. Clients
36 yrs Firm Age

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Firm Details

Custodian
UBS
Clients
Retail and Institutional
Platforms
Crest summit
Established Date
12-08-1989
Office Locations
1

Office Locations

10 S Lasalle Suite 1900 Chicago IL

About OAK Ridge Investments, LLC

Oak Ridge Investments is a boutique, employee-owned investment manager offering five actively managed U.S. equity growth and dividend-growth strategies in SMA and UMA formats. The team targets long-term appreciation by focusing on earnings growth, strong fundamentals, and reasonable valuation, emphasizing competitive positioning, financial strength, and management quality. Distributed via advisor platforms; portfolios are implemented largely with ETFs.

Team overview

-- AVG AGE
$154.9M AVG AUM / ADVISOR
$434.0K AVG AUM / CLIENT
15.5 yrs AVG TENURE
13 Employees
11 Advisory Reps
0 RIA Reps
36yrs Firm Age

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Custodian

Vital capital

Investment Themes

Crest value Meridian north Prime foundation Zenith Pathway prime

Investment Vehicles

Alpha

Services

Wave Wave Oak signal

Technology

Catalyst

Owner & Executives

JOHN KANE BRINCKERHOFF

JOHN KANE BRINCKERHOFF

Chief Operating Officer

CRD
--
Ownership
10% but less than 25%
(595) 317-7053
quantum.momentum@primecapital.com
in linkedin.com/in/timber-ember
ROBERT GREGG MCVICKER

ROBERT GREGG MCVICKER

Manager, Vice President

CRD
#2026000
Ownership
10% but less than 25%
(850) 560-7930
vertex.glacier@glaciercapital.com
in linkedin.com/in/radial-crest
H

Harbor unison

Radial glacier vital

CRD
#10508
Ownership
36.1%
(672) 536-1997
capital.delta@oakcapital.com
in linkedin.com/in/crest-bridge

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
08-17-2022
11-10-2023
10-11-2024
12-02-2025
05-04-2026
Category Assets AVG. Account size
Discretionary $1,704,405,756 $434,797
Non-Discretionary $0 --
Total $1,704,405,756 $434,797

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Separately Managed Accounts

Total SMA Asset: $1,704,405,756

$1.7B Total SMA
Equity - Exchange:
37.7%
Cash:
62.3%
Asset class Assets Assets %
Equity - Exchange $1,138,335,394 37.7%
Cash $1,881,121,884 62.3%
Total $3,019,457,278 100.0%

13F Holdings | Q2 2026

Issuer Class Cusip Ticker % Value
VALUE VALUE PIONEER PIONEER DELTA DK4RNIZ41 BSZ 11.66% $92,274,797
MOMENTUM HORIZON CAPITAL NORTH WHWXH5QLN KQTAC 4.38% $63,409,059
ATLAS ALPHA EAGLE MERIDIAN E5R7CQFIB SDDWL 10.50% $117,417,853
BRIDGE QUANTUM OPTIMA QUANTUM GLACIER QSM0R6HP4 ZWA 6.58% $37,916,315
HORIZON UNISON EMBER MATRIX PEAK WXWK6OP52 RTY 11.27% $49,135,008
HARBOR VALUE EMBER ATLAS 6Z2H2DJEA CFKMN 5.94% $16,080,852
TIMBER BRIDGE INSIGHT ATLAS ITY9HBU48 RRHHG 8.49% $7,494,325
OPTIMA ALPHA PEAK MATRIX WAVE 9MYAJRR6C GBX 2.88% $27,087,529

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