O'Shaughnessy Asset Management LLC

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Assets, Funds, Holdings

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CAFR Data
O'Shaughnessy Asset Management LLC
CRD #144594
SEC #801-68177
CIK #
AUM $5.1 BB (100% Disc, 55% US)
Employees32 (56% Investors, 0% Brokers)
Phone203-975-3333
Address6 Suburban Avenue
Stamford, CT 06901-2012
Source [IAPD] [Website] [Twitter] [Facebook]
Total AUM ($BB)
10.08.06.04.02.00.02006201020152020
Sector Holding Cap ($MM) Value ($MM)
AMP16,850.0128.5
MET42,670.0121.5
CTXS13,190.0121.1
MPC39,880.0112.4
AMGN114,590.0111.3
C145,840.0102.7
FITB17,560.0101.2
YUM29,960.087.2
CSCO228,550.081.2
VOYA7,170.078.4
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Holdings by Sector ($)
4.33.42.61.70.90.02014201620182020
Type Private Fund Form D Sold ($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)
Allen Investment Management LLC
NY 5.5
Select Equity Group Inc
NY 5.5
Churchill Management Corp
CA 5.5
Redmile Group LLC
CA 5.4
Pinnacle Associates Ltd
NY 5.3
Chartwell Investment Partners
PA 5.2
Fulcrum Asset Management LLP
5.1
Disciplined Growth Investors Inc
MN 5.1
Sontag Advisory LLC
NY 5.0
Zacks Investment Management Inc
IL 5.0
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