| 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 |
O'Shaughnessy Asset Management, LLC reports $19.8 billion in regulatory assets under management on its Form ADV.
O'Shaughnessy Asset Management, LLC reports 103 employees.
O'Shaughnessy Asset Management, LLC is based in Stamford, CT and has been SEC-registered since 2007.
O'Shaughnessy Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $19.78B |
| Non-discretionary | $0 |
| Total (RAUM) | $19.78B |