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Ehren Jonathan Stanhope

O'Shaughnessy Asset Management, LLC

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About Ehren Jonathan Stanhope

Ehren Jonathan Stanhope is a financial advisor who has been registered with the Securities and Exchange Commission since 2010. Ehren currently works for O'Shaughnessy Asset Management, LLC and is registered as an Investment Advisor Representative in Connecticut. Prior to joining O'Shaughnessy Asset Management, LLC, Ehren was employed by Quasar Distributors, LLC. Ehren Stanhope holds the Series 6, Series 63 and Series 65 licenses. He also holds the SIE license. Ehren is a Chartered Financial Analyst.

Firm Information

Ehren Stanhope is currently registered with O'Shaughnessy Asset Management, LLC. 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)

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Ehren Stanhope’s Registration & Firm History

CT

04/23/2010 - Present

O'Shaughnessy Asset Management, LLC (STAMFORD CT)

ME

11/19/2010 - 05/01/2017

QUASAR DISTRIBUTORS, LLC (PORTLAND ME)

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Licenses & Designations

BC

Issued 11/18/2010

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 04/22/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/01/2017

SIE - Securities Industry Essentials Examination

BC

Issued 11/18/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ehren Jonathan Stanhope.
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