O'Shaughnessy Asset Management LLC
Legal Name: O'SHAUGHNESSY ASSET MANAGEMENT, LLC
Full Contact Details
O'Shaughnessy Asset Management LLC
6 SUBURBAN AVENUE, STAMFORD, CT
203-975-3333
203-975-3310
Other Info
O'Shaughnessy Asset Management LLC, also known as O'SHAUGHNESSY ASSET MANAGEMENT, LLC, is a Limited Liability Company based in Delaware. It has 32 employees, 18 of whom are advisors. This company holds an SEC-approved status with a registration date of July 25, 2007, and provides services to 1590 clients.
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management is a quantitative money management firm based in Stamford, CT. We deliver a broad range of equity portfolios to institutional investors, individual investors, and the high-net-worth clients of financial advisers.
Mutual Funds | O'Shaughnessy Funds
We offer five mutual funds, each adhering to our investment philosophy based on analysis done over a 50+ year period, implementing the characteristics that we believe have worked well for stock selection over time.
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Direct Owners
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ARI MARK ROSENBAUM
DIRECTOR OF FINANCIAL ADVISORY SERVICES/MEMBER owns less than 5%
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CHRISTOPHER IRA MEREDITH
CO-CIO, PORTFOLIO MANAGER/DIRECTOR OF RESEARCH/MEMBER owns more than 5% but less than 10%
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CHRISTOPHER STRATTON LOVELESS
PRESIDENT/MEMBER owns more than 5% but less than 10%
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CLAUDINE ANTOINETTE SPENCE
DIRECTOR OF CLIENT SERVICE/MEMBER owns less than 5%
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EHREN JONATHAN STANHOPE
CLIENT PORTFOLIO MANAGER/MEMBER owns less than 5%
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ERIN MARIE FOLEY
DIRECTOR OF TRADING/MEMBER owns less than 5%
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JAMES PATRICK O'SHAUGHNESSY
CHAIRMAN, CO-CIO, PORTFOLIO MANAGER & MANAGER OF THE MANAGING MEMBER owns less than 5%
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JOSEPH EMMANUEL DESSALINES
DIRECTOR OF TECHNOLOGY/MEMBER owns less than 5%
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O'SHAUGHNESSY FAMILY PARTNERS, LLC
MANAGING MEMBER owns more than 50% but less than 75%
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PATRICK WALKER O'SHAUGHNESSY
CEO/PORTFOLIO MANAGER/MEMBER owns more than 5% but less than 10%
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RAYMOND AMOROSO III
CHIEF COMPLIANCE OFFICER/MEMBER owns less than 5%
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ROYAL BANK OF CANADA
MEMBER(PASSIVE) owns more than 10% but less than 25%
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SCOTT MICHAEL BARTONE
PORTFOLIO MANAGER/DIRECTOR OF PORTFOLIO MANAGEMENT & OPERATIONS/MEMBER owns less than 5%
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TRAVIS BRENT FAIRCHILD
PORTFOLIO MANAGER/MEMBER owns less than 5%
Indirect Owners
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JAMES PATRICK O'SHAUGHNESSY
MANAGING MEMBER owns more than 50% but less than 75%
Custodians
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BNY MELLON
United States