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Maksim Vladislavovich Papenkov

O'Shaughnessy Asset Management, LLC

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About Maksim Vladislavovich Papenkov

Maksim Papenkov is an Investment Advisor Representative at O'Shaughnessy Asset Management, LLC in Stamford, Connecticut. Maksim Papenkov has been in the industry since May 2020 and holds a Series 65 license. Maksim Papenkov is also an Associate II/Teaching Assistant at Columbia University in NYC, New York, where Maksim Papenkov teaches and assists professors and students in mathematics and finance. O'Shaughnessy Asset Management, LLC specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

Firm Information

Maksim Papenkov 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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Maksim Papenkov’s Registration & Firm History

CT

03/26/2021 - Present

O'Shaughnessy Asset Management, LLC (STAMFORD CT)

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Licenses & Designations

IA

Issued 03/26/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Maksim Vladislavovich Papenkov.
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