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O'sHaughnessy Asset Management, LLC CRD 144594
$19.8B regulatory AUM 1,369 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
100 First Stamford Place, Stamford, CT 06902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-03-02 |
Branch Locations
100 First Stamford Place, Stamford, CT 06902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| O'SHaughnessy Asset Management, Llc | Stamford | CT | 09/2025 | Present |
| Ss&C Globe Op | New York City | NY | 12/2023 | 09/2025 |
| Axa Xl | Stamford | CT | 05/2022 | 08/2022 |
| Odessey Re | Stamford | CT | 04/2019 | 06/2019 |
| University Of Rhode Island | Kingston | RI | 09/2019 | 05/2023 |
| Roger Ludlow High School | Fairfield | CT | 09/2014 | 06/2019 |
| Job Search-Post College Graduate | Stamford | CT | 06/2023 | 11/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-02 |
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