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O'SHAUGHNESSY ASSET MANAGEMENT, LLC
CRD 144594 · SEC 801-68177
100 FIRST STAMFORD PLACE, STAMFORD, CT, 06902, United States
Phone
203-975-3333
Fax
203-975-3310
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$19.78B
Discretionary AUM
$19.78B
Team
103 total employees; 53 advisory reps; 1369 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Performance-based fees; ASSETS UNDER ADVISEMENT (FOR UMA)
Org form
Limited Liability Company
Filing date
2025-12-16
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 10734 | $16.00B |
| Investment companies | 1 | $265.7M |
| Pooled investment vehicles | 8 | $1.15B |
| Pension/profit sharing plans | 18 | $69.8M |
| Charitable organizations | 40 | $235.8M |
| State/municipal entities | 9 | $207.1M |
| Sovereign wealth funds | 2 | $45.8M |
| Corporations/business entities | 344 | $1.81B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- HTTPS://CANVAS.OSAM.COM/
- HTTPS://WWW.YOUTUBE.COM - OSAM RESEARCH
- HTTP://WWW.OSAM.COM
- HTTP://WWW.OSFUNDS.COM/
- https://vimeo.com/user110429897 - O'Shaughnessy Asset Management
- HTTPS://TWITTER.COM/OSAMRESEARCH
- HTTPS://WWW.LINKEDIN.COM - O'SHAUGHNESSY ASSET MANAGEMENT, LLC
- HTTPS://WWW.FACEBOOK.COM/OSAMLLC
- HTTPS://WWW.FACEBOOK.COM/OSAMRESEARCH
Official SEC filing: View on IAPD