Wealth Manager
    SEC Registered

    O'shaughnessy Asset Management, LLC

    Registered investment advisor · Stamford, Connecticut · CRD #144594

    Assets Under Management
    $19.8B
    Client Accounts
    11,156
    Employees
    103
    CRD Number
    144594
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About O'shaughnessy Asset Management, LLC

    O'Shaughnessy Asset Management (OSAM) is a quantitative asset management firm located in Stamford, Connecticut. Established in 1996, OSAM specializes in factor-based investment strategies and has been managing client assets for over two decades. In 2021, the firm was acquired by Franklin Templeton, enhancing its capabilities while preserving its investment management processes. OSAM focuses on systematic, research-driven investment management, emphasizing simple, well-constructed models to achi

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Yes

    Contacts, 13F holdings & brochure intel for O'shaughnessy Asset Management, LLC

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    Frequently Asked Questions

    What is O'shaughnessy Asset Management, LLC's AUM?

    O'shaughnessy Asset Management, LLC reports approximately $19.8B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is O'shaughnessy Asset Management, LLC headquartered?

    O'shaughnessy Asset Management, LLC is headquartered in Stamford, Connecticut.

    What is O'shaughnessy Asset Management, LLC's CRD number?

    O'shaughnessy Asset Management, LLC's CRD number is 144594. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does O'shaughnessy Asset Management, LLC manage?

    O'shaughnessy Asset Management, LLC manages approximately 11,156 client accounts according to its latest SEC filing.

    Is O'shaughnessy Asset Management, LLC SEC registered?

    Yes, O'shaughnessy Asset Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

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