O'shaughnessy Asset Management, LLC
O'shaughnessy Asset Management, LLC (CRD# 144594) is a financial advisory firm headquartered in Stamford, CT. They manage $7,983,580,249 in 4,197 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management7,984MILLION
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Total Number of Accounts4,197ACCOUNTS
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Average Account Value$1,902,211
- A percentage of assets under your management
- Performance-based fees
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Jeffrey Gebauer (CRD# 7691920) is an Investment Advisor Representative working at O'shaughnessy Asset Management, LLC in Stamford, CT and has 1 year of experience in the finance industry.
Joseph Giroux (CRD# 2595468) is an Investment Advisor Representative working at O'shaughnessy Asset Management, LLC in Stamford, CT and has 1 year of experience in the finance industry.
Mark Hebeka (CRD# 3075219) is an Investment Advisor Representative working at O'shaughnessy Asset Management, LLC in Stamford, CT and has over 15 years of experience in the finance industry.
Temple Hendrickson (CRD# 7530820) is an Investment Advisor Representative working at O'shaughnessy Asset Management, LLC in Stamford, CT and has 1 year of experience in the finance industry.
Andrew Iles (CRD# 7053907) is an Investment Advisor Representative working at O'shaughnessy Asset Management, LLC in Stamford, CT and has over 4 years of experience in the finance industry.
Kevin Jacobs (CRD# 6283005) is an Investment Advisor Representative working at O'shaughnessy Asset Management, LLC in Stamford, CT and has over 9 years of experience in the finance industry.
Michael Luther (CRD# 7864668) is an Investment Advisor Representative working at O'shaughnessy Asset Management, LLC in Stamford, CT and has 1 year of experience in the finance industry.
Euan Mackay (CRD# 7438010) is an Investment Advisor Representative working at O'shaughnessy Asset Management, LLC in Stamford, CT and has 1 year of experience in the finance industry.
Claire Noel (CRD# 7390994) is an Investment Advisor Representative working at O'shaughnessy Asset Management, LLC in Stamford, CT and has 1 year of experience in the finance industry.
Maksim Papenkov (CRD# 7262568) is an Investment Advisor Representative working at O'shaughnessy Asset Management, LLC in Stamford, CT and has over 3 years of experience in the finance industry.