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O'SHAUGHNESSY ASSET MANAGEMENT, LLC
STAMFORD, CT
203-975-3333
SEC #801-68177Total AUM
$19.8B
Employees
103Clients
11,160Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
100 FIRST STAMFORD PLACE
STAMFORD
CT 06902
United States
STAMFORD
CT 06902
United States
Operating Hours
8:30 AM - 5:30 PM
Monday - Friday
Monday - Friday
Phone
203-975-3333
Financials
Total AUM
$19.8B
Accounts
11,156Discretionary
$19.8B
Accounts
11,156Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
1AUM
$0
HNW Individual Clients
10,734AUM
$16B
Banking Clients
1AUM
$0
Investment Company Clients
1AUM
$265.7M
Pooled Vehicle Clients
8AUM
$1.1B
Pension/Profit Sharing Plan Clients
18AUM
$69.8M
Charitable Organization Clients
40AUM
$235.8M
Government Entity Clients
9AUM
$207.1M
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
2AUM
$45.8M
Corporation or Business Clients
344AUM
$1.8B
Services
Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
ASSETS UNDER ADVISEMENT (FOR UMA)
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 19 other businesses.