O'Shaughnessy Asset Management LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Portfolios
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
CAFR Data
O'Shaughnessy Asset Management LLC
CRD #144594
SEC #801-68177
CIK #1423442
AUM $5.7 BB (100% Disc, 56% US, 2020-03-30)
Employees33 (61% Investors, 0% Brokers)
Phone203-975-3333
Address6 Suburban Avenue
Stamford, CT 06901-2012
Source [IAPD] [EDGAR] [Website] [Twitter] [Facebook]
Total AUM ($BB)
10.08.06.04.02.00.02005201020152021
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
View All
Holdings by Sector ($)
4.13.32.51.60.80.02014201620182020
Type Private Fund Form D Sold ($MM) AUM ($MM)
Other O'Shaughnessy International Market Leaders Value LP 0.0
HF O'Shaughnessy PARI Passu LP 8.4
View All
Comparable Firms State AUM ($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
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com