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O'Shaughnessy Asset Management, LLC

Headquartered in STAMFORD, CT

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Firm Information

O'Shaughnessy Asset Management, LLC is an investment advisor based in STAMFORD, CT with approximately $12,599,503,777 in regulatory assets under management. The firm provides portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. They also offer wrap fee programs and have experience managing assets for clients including high-net-worth individuals, corporations, charitable organizations, pension funds, and state or municipal government entities.

O'Shaughnessy Asset Management, LLC

100 FIRST STAMFORD PLACE

STAMFORD, CT 06902

$12.60B

Assets Under Management

1,070

Total Clients

38

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Assets under advisement (for uma)

Branch Locations (1)

O'SHAUGHNESSY ASSET MANAGEMENT, LLC has a total of 1 branch locations across the country.
location

STAMFORD, CT

Advisors at O'Shaughnessy Asset Management, LLC

View All 38 Advisors
Unclaimed
Ehren Jonathan Stanhope

CFA®, RA

STAMFORD, CT

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Lenny Castagna

RA

STAMFORD, CT

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Jeffrey Austin Gebauer

RA

STAMFORD, CT

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Unclaimed
Jamie A Zelem

CFA®, RA

STAMFORD, CT

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Unclaimed
Michael James Luther

CFA®, RA

STAMFORD, CT

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Anthony N Vollmer

RA

STAMFORD, CT

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Christopher Stratton Loveless

RA

STAMFORD, CT

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Unclaimed
Richard S Bastien

RA

STAMFORD, CT

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Disclosures

There are no public disclosures for O'Shaughnessy Asset Management, LLC.

Frequently Asked Questions (6)

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