O'Shaughnessy Asset Management LLC


Assets, Funds, Holdings

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O'Shaughnessy Asset Management LLC
CRD #144594
SEC #801-68177
CIK #1423442
AUM $5.7 BB (100% Disc, 56% US, 2020-03-30)
Employees33 (61% Investors, 0% Brokers)
Address6 Suburban Avenue
Stamford, CT 06901-2012
Source [IAPD] [EDGAR] [Website] [Twitter] [Facebook]
Total AUM ($BB)
Sector Issuer Cap ($MM) Value ($MM)
AMP 17,130.0 128.5
MET 32,760.0 121.5
CTXS 17,150.0 121.1
MPC 23,950.0 112.4
AMGN 130,830.0 111.3
C 100,280.0 102.7
FITB 13,660.0 101.2
YUM 26,500.0 87.2
CSCO 189,330.0 81.2
VOYA 5,630.0 78.4
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Holdings by Sector ($)
Type Private Fund Form D Sold ($MM) AUM ($MM)
Other O'Shaughnessy International Market Leaders Value LP 0.0
HF O'Shaughnessy PARI Passu LP 8.4
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Comparable Firms State AUM ($BB)
Osterweis Capital Management LLC
CA 6.1
Sontag Advisory LLC
NY 6.0
GMT Capital Corp
GA 5.9
Pentwater Capital Management LP
FL 5.7
ITAU USA Asset Management Inc
NY 5.6
Mantle Capital Advisors LLC
NY 5.6
Energy Income Partners LLC
CT 5.6
Select Equity Group Inc
NY 5.5
LIDO Advisors LLC
CA 5.4
Freestone Capital Management LLC
WA 5.4
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