O'SHAUGHNESSY ASSET MANAGEMENT, LLC

STAMFORD, Connecticut·19 registered advisors·CRD# 144594
SEC# 801-681770203-975-3333
01

Firm Overview

AUM
$12.6B
Regulatory assets under management
Employees
81
Total firm employees
Advisors
19
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
Other: ASSETS UNDER ADVISEMENT (FOR UMA)
03

Specialties

Investment ManagementRetirement PlanningWealth Management
04

Advisors at O'SHAUGHNESSY ASSET MANAGEMENT, LLC

19 registered advisors
Ari Mark Rosenbaum
STAMFORD, Connecticut
Ashvin Viswanathan
STAMFORD, Connecticut
Christopher Ira Meredith
STAMFORD, Connecticut
Christopher Stratton Loveless
STAMFORD, Connecticut
Claudine Antoinette Spence
STAMFORD, Connecticut
Ehren Jonathan Stanhope
STAMFORD, Connecticut
Erin Marie Foley
STAMFORD, Connecticut
Francis Daniel Fitzgerald
STAMFORD, Connecticut
James Patrick O'shaughnessy
STAMFORD, Connecticut
Joseph Emmanuel Dessalines
STAMFORD, Connecticut
Kristopher Ryan Smith
STAMFORD, Connecticut
Rajat Nmn Gupta
STAMFORD, Connecticut
Raymond Nmn Amoroso Iii
STAMFORD, Connecticut
Roger Nmn Paradiso
STAMFORD, Connecticut
Sandra Marlene Hahncolbert
STAMFORD, Connecticut
Scott Edward Loomis
STAMFORD, Connecticut
Scott Michael Bartone
STAMFORD, Connecticut
Travis Brent Fairchild
STAMFORD, Connecticut
Xiuyun Nmn Shi
STAMFORD, Connecticut
05

Office Locations

STAMFORD, Connecticut
19 advisors

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Data sourced from SEC Form ADV filings. O'SHAUGHNESSY ASSET MANAGEMENT, LLC (CRD# 144594) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.