O'Shaughnessy Asset Management, LLC
● SEC registered since 2007CRD 144594SEC# 801-68177Stamford, CT
Reg. AUM
$19.78B
Employees
103
Accounts
11,156
Location
Stamford, CT
O'Shaughnessy Asset Management, LLC assets under management
O'Shaughnessy Asset Management, LLC operates as an SEC-registered investment adviser based in Stamford, CT. The firm has been registered since 2007. It reports $19.8 billion in regulatory assets under management and employs 103 people.
O'Shaughnessy Asset Management, LLC owners & executives
14 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ari Mark Rosenbaum Control | Director Of Private Wealth Solutions/Principal | Under 5% | 2007 |
| Bradley Scott Berggren Control | Co-Cio Of Canvas Managed Options Strategies/Portfolio Manager/Principal | Under 5% | 2025 |
| Christopher Stratton Loveless Control | President/Principal | Under 5% | 2007 |
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Join to unlock · $37/moFrequently asked questions
How much does O'Shaughnessy Asset Management, LLC manage?
O'Shaughnessy Asset Management, LLC reports $19.8 billion in regulatory assets under management on its Form ADV.
How many employees does O'Shaughnessy Asset Management, LLC have?
O'Shaughnessy Asset Management, LLC reports 103 employees.
Where is O'Shaughnessy Asset Management, LLC located?
O'Shaughnessy Asset Management, LLC is based in Stamford, CT and has been SEC-registered since 2007.
Does O'Shaughnessy Asset Management, LLC disclose fund performance?
O'Shaughnessy Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 100 First Stamford Place, Stamford, CT 06902 |
| Phone | 203-975-3333 |
| Fax | 203-975-3310 |
| Office hours | 8:30 a.m. - 5:30 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1423442 |
| Discloses disciplinary history | No |
Regulatory AUM
$19.78BNo change
Dec '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 5%
Larger than 95% of 16,271 advisers
EmployeesTop 7%
More than 93% of 16,825 advisers
Assets under management
$19.78Bregulatory AUM
Discretionary $19.78B