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 Services Inc. because the vendor retained by UBS Financial Services Inc. to deliver these documents by mail on behalf of UBS Financial Services Inc. has encountered delays due to social distancing and other developments associated with COVID-19. The current version of this Brochure is available here Oak Ridge FORM ADV PART 2A.
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Marketing, Distribution and Operations spun off to North Square Investments, providing greater resources for Oak Ridge investment team in a highly beneficial partnership.

Firm targets asset growth through planned distribution & marketing team additions CHICAGO – March 21, 2016: Oak Ridge Investments, LLC is pleased to announce the appointment of Todd Campo as...

Firm targets asset growth through planned distribution & marketing team additions CHICAGO – January 11, 2016: Oak Ridge Investments, LLC is pleased to announce the appointment of James Barclay as...

CHICAGO – September 29, 2015: Oak Ridge Investments, LLC, a long-standing investment advisory firm, today announced that Mark D. Goodwin has been appointed Chief Operating Officer, effective...

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...

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...

CHICAGO – June 3, 2014: Oak Ridge Investments, LLC is pleased to announce the appointment of Philip J. Callahan to the senior management team as Executive Vice President, Head of Distribution and...

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...