Ehren Jonathan Stanhope

Employer firm

O'sHaughnessy Asset Management, LLC CRD 144594

$19.8B regulatory AUM 1,369 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2010 → Present
  O'SHaughnessy Asset Management, Llc
  Stamford, CT
• 08/2010 → 05/2017
  Quasar Distributors, Llc
  Milwaukee, WI

Other Businesses

REGISTRANT IS THE SOLE MANAGING MEMBER OF STANHOPE CAPITAL LLC. PREVIOUSLY AN INACTIVE SINGLE MEMBER DISREGARDED ENTITY, IT IS NOW GOING TO BE USED AS A HOLDING COMPANY FOR THE REGISTRANT FOR FLOW THROUGH INCOME FROM A TRANSPORTATION EQUIPMENT BUSINESS, HOWEVER THIS IS A PASSIVE INVESTMENT VEHICLE FOR THE REGISTRANT. THE REGISTRANT IS NOT INVOLVED IN THE DAILY OPERATIONS AND HE SHOULD NOT DEVOTE ANY HOURS TO THIS BUSINESS DURING NORMAL BUSINESS HOURS. REGISTRANT IS ALSO A BOARD MEMBER OF the Builders Institute fka GREENWOOD RESEARCH. IT IS A NOT-FOR-PROFIT 501(C)3 COMPANY FOR THE PURPOSE OF PROMOTING FINANCIAL LITERACY THROUGH FREE RESEARCH. THE REGISTRANT IS NOT INVOLVED IN THE DAILY OPERATIONS AND HE SHOULD NOT DEVOTE ANY HOURS TO THIS BUSINESS DURING NORMAL BUSINESS HOURS. REGISTRANT IS ALSO A MEMBER OF THE INVESTMENT COMMITTEE FOR SIG EP FRATERNITY'S NATIONAL ORGANIZATION NON-PROFIT ENITY. THE REGISTRANT IS NOT INVOLVED IN THE DAILY OPERATIONS AND HE SHOULD NOT DEVOTE ANY HOURS TO THIS BUSINESS DURING NORMAL BUSINESS HOURS

Exams

• S63 Uniform Securities Agent State Law Examination
  2010-11-18
• S65 Uniform Investment Adviser Law Examination
  2010-04-22

Designations

• Chartered Financial Analyst

Other Names

• Ehren Stanhope