Oakridge Investments

Name

Oakridge Investments

Legal name

Oak Ridge Investments, LLC

Website

https://oakridgeinvest.com

Company type

Private

Founded year

1989

Operating status

Operating

Headcount range

11–50 employees

Short description

Oak Ridge Investments is a 100% employee-owned, SEC-registered investment adviser that manages over $2.55 billion across six actively managed U.S. equity strategies, distributed exclusively through financial advisors and wealth platforms.

Ownership category

akta.pro rank

Product category

Active Equity Investment Management

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910)

SIC

Investment Advice (6282)

akta.pro primary industry

Style Equity — Growth (Active) (FSAAAIAI)

akta.pro secondary industries

Large-Cap Equity (Active) (FSAAAIAA), Mid-Cap Equity (Active) (FSAAAIAB), Small-Cap Equity (Active) (FSAAAIAC), Capital Raising Advisory (Equity & Equity-Linked) (FSAEAGAC)

Keywords

• Actively managed equity
• Separately managed accounts
• Asset management services
• Growth equity strategies
• Investment management firm

Headquarters

HQ city

Chicago

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Investment Management Fees: Oak Ridge generates revenue through investment advisory fees charged on assets under management. The firm offers five equity strategies (All Cap Growth, Large Cap Growth, Mid Cap Growth, Small Cap Growth, and Dividend Growth) in SMA and UMA formats, with fees based on AUM managed.

Go-to-market motion1 record

Distribution channels5 records

Marketing channels4 records

Core offering

Oak Ridge Investments is a boutique investment management firm that delivers five actively managed equity strategies—All Cap Growth, Large Cap Growth, Mid Cap Growth, Small Cap Growth, and Dividend Growth—offered in Separately Managed Account (SMA) and Unified Managed Account (UMA) formats. The firm also offers Dividend Growth and Growth Opportunity mutual funds and a Small/Mid Cap Growth strategy. Strategies are built around a philosophy that earnings growth combined with strong fundamentals and reasonable valuation drives long-term stock price appreciation.

Product overview

Oak Ridge Investments is a boutique investment management firm offering a suite of actively managed equity strategies. The core offering consists of five equity strategies—All Cap Growth, Large Cap Growth, Mid Cap Growth, Small Cap Growth, and Dividend Growth—plus a Small/Mid Cap Growth strategy, all available in Separately Managed Account (SMA) and Unified Managed Account (UMA) formats. The firm also offers two mutual fund variants (Dividend Growth and Growth Opportunity) launched in 2013. These strategies share a common investment philosophy focused on earnings quality, proven competitive advantages, and reasonable valuation. The company is 100% employee-owned and manages over $2.55 billion in assets as of March 31, 2026.

Differentiator

Problem solved

Functional benefit

Products and services

• All Cap Growth Strategy An actively managed equity strategy investing across all market capitalizations (large, mid, and small cap) with a focus on earnings quality, competitive advantages, and reasonable valuation. Offered in both SMA and UMA formats for investors served through financial advisors.
• Large Cap Growth Strategy An actively managed equity strategy focused on investing in large capitalization companies with strong earnings growth potential, proven competitive advantages, and reasonable valuation. Offered in both SMA and UMA formats.
• Mid Cap Growth Strategy An actively managed equity strategy targeting medium capitalization companies with high-quality characteristics, strong competitive positioning, and attractive valuation. Offered in both SMA and UMA formats.
• Small Cap Growth Strategy An actively managed equity strategy investing in small capitalization companies with demonstrated earnings growth, strong fundamentals, and sustainable competitive advantages. Offered in both SMA and UMA formats.
• Dividend Growth Strategy An actively managed equity strategy focused on companies with consistent dividend growth histories, strong earnings quality, and durable competitive advantages, designed to provide growing income over time. Offered in both SMA and UMA formats.
• Small/Mid Cap Growth Strategy An actively managed equity strategy combining small and mid capitalization companies with high-quality characteristics, strong earnings growth potential, and reasonable valuation. Offered in both SMA and UMA formats.
• Dividend Growth Mutual Fund A mutual fund variant of the Dividend Growth strategy, launched to make Oak Ridge's income-focused equity strategy more broadly available to retail investors.
• Growth Opportunity Mutual Fund A growth-oriented mutual fund launched in July 2013 to expand access to Oak Ridge's investment strategies beyond institutional and high-net-worth clients.

Quantifiable outcome

• Superior returns over full-market cycles while taking less risk
• +1 more outcomes

Segments2 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves14 records

Expansion highlights4 records

Direct peers

• Brown Capital Management: Employee-owned boutique active equity manager with a long-tenured, research-driven growth style across multiple market caps. Comparable to Oak Ridge on ownership structure, growth style, and disciplined fundamental research approach.
• Nuance Investments: Boutique active equity manager known for concentrated, high-conviction portfolios. Highly comparable to Oak Ridge as a similarly-sized, employee-influenced boutique distributing through advisor channels; one of Oak Ridge's own senior team previously served there.
• Calamos Asset Management: Diversified active asset manager with strong growth-equity heritage, including mid- and small-cap growth strategies distributed via advisor platforms. Comparable to Oak Ridge on growth style focus and SMA/UMA go-to-market, though at a larger scale.
• Polen Capital: Boutique active equity manager specializing in concentrated growth strategies distributed through advisor and institutional channels. Directly comparable on growth style, boutique scale, and intermediary distribution model; a prior employer of an Oak Ridge BD lead.
• GQG Partners: Active equity manager offering high-conviction growth and quality strategies distributed globally through advisor and institutional channels. Comparable on growth-style philosophy and intermediary-led distribution; cited as a prior employer for an Oak Ridge BD team member.
• Skyline Asset Management: Mid-cap focused active equity manager. Highly comparable to Oak Ridge as a former employer of a current senior portfolio manager and on mid-cap growth strategy focus.
• Conestoga Capital Advisors: Boutique active manager focused on small- and mid-cap growth equities for institutional and advisor clients. Closely comparable to Oak Ridge on cap orientation, boutique employee-owned structure, and SMA/intermediary distribution.
• Ziegler Capital Management: Active equity manager offering growth strategies across market caps with institutional and intermediary distribution. Directly comparable to Oak Ridge as a previous employer of Oak Ridge's COO and on product mix and channel strategy.

Broad incumbents

• T. Rowe Price: Large global active asset manager with broad growth and dividend equity capabilities across SMA, UMA and mutual fund formats. Comparable to Oak Ridge on equity strategy coverage and product formats, though at vastly larger scale and global footprint.
• Loomis Sayles: Large, established active asset manager offering growth and multi-cap equity strategies distributed through advisor platforms. Comparable to Oak Ridge on strategy types and distribution channels, but operates at materially greater scale with broader product breadth.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles14 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Oakridge Investments