O'Shaughnessy Asset Management LLC
Nom légal: O'SHAUGHNESSY ASSET MANAGEMENT, LLC
Coordonnées complètes
O'Shaughnessy Asset Management LLC
6 SUBURBAN AVENUE, STAMFORD, CT
203-975-3333
203-975-3310
Autre info
O'Shaughnessy Asset Management LLC, également connue sous le nom de O'SHAUGHNESSY ASSET MANAGEMENT, LLC, est une société à responsabilité limitée basée au Delaware. Elle compte 32 employés, dont 18 conseillers. Cette entreprise détient un statut approuvé par la SEC avec une date d'enregistrement du 25 juillet 2007 et fournit des services à 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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Propriétaires directs
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ARI MARK ROSENBAUM
DIRECTOR OF FINANCIAL ADVISORY SERVICES/MEMBER possède Moins de 5%
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CHRISTOPHER IRA MEREDITH
CO-CIO, PORTFOLIO MANAGER/DIRECTOR OF RESEARCH/MEMBER possède plus de 5% mais moins de 10%
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CHRISTOPHER STRATTON LOVELESS
PRESIDENT/MEMBER possède plus de 5% mais moins de 10%
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CLAUDINE ANTOINETTE SPENCE
DIRECTOR OF CLIENT SERVICE/MEMBER possède Moins de 5%
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EHREN JONATHAN STANHOPE
CLIENT PORTFOLIO MANAGER/MEMBER possède Moins de 5%
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ERIN MARIE FOLEY
DIRECTOR OF TRADING/MEMBER possède Moins de 5%
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JAMES PATRICK O'SHAUGHNESSY
CHAIRMAN, CO-CIO, PORTFOLIO MANAGER & MANAGER OF THE MANAGING MEMBER possède Moins de 5%
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JOSEPH EMMANUEL DESSALINES
DIRECTOR OF TECHNOLOGY/MEMBER possède Moins de 5%
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O'SHAUGHNESSY FAMILY PARTNERS, LLC
MANAGING MEMBER possède plus de 50% mais moins de 75%
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PATRICK WALKER O'SHAUGHNESSY
CEO/PORTFOLIO MANAGER/MEMBER possède plus de 5% mais moins de 10%
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RAYMOND AMOROSO III
CHIEF COMPLIANCE OFFICER/MEMBER possède Moins de 5%
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ROYAL BANK OF CANADA
MEMBER(PASSIVE) possède plus de 10% mais moins de 25%
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SCOTT MICHAEL BARTONE
PORTFOLIO MANAGER/DIRECTOR OF PORTFOLIO MANAGEMENT & OPERATIONS/MEMBER possède Moins de 5%
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TRAVIS BRENT FAIRCHILD
PORTFOLIO MANAGER/MEMBER possède Moins de 5%
Propriétaires indirects
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JAMES PATRICK O'SHAUGHNESSY
MANAGING MEMBER possède plus de 50% mais moins de 75%
Les gardiens
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BNY MELLON
États Unis