O'Shaughnessy Asset Management Overview
- Year Founded
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1987

- Status
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Acquired/Merged
- Employees
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40

- Latest Deal Type
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M&A
- Financing Rounds
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4
O'Shaughnessy Asset Management General Information
Description
Provider of asset management and investment advisory services intended to deliver a range of equity portfoliosn to clients. The company operates as a money management firm and offers financial advisory as well as various investment strategies from micro-cap to large-cap value, providing institutional investors, individual investors, and high-net-worth clients with a broad range of equity portfolios.
Contact Information
Website
www.osam.com(Operating Subsidiary)
Corporate Office
- 6 Suburban Avenue
- Stamford, CT 06901
- United States
Corporate Office
- 6 Suburban Avenue
- Stamford, CT 06901
- United States
O'Shaughnessy Asset Management Valuation & Funding
Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
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O'Shaughnessy Asset Management Comparisons
Industry
Financing
Details
O'Shaughnessy Asset Management Competitors (12)
One of O'Shaughnessy Asset Management’s 12 competitors is AQR Capital Management, a Corporation company based in Greenwich, CT.
Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
---|---|---|---|---|---|---|
AQR Capital Management | Corporation | Greenwich, CT | ||||
State Street Global Advisors | Corporation | Boston, MA | ||||
Liberty Wealth Advisors | Formerly PE-Backed | Stamford, CT | ||||
Russell Investments Group | Private Equity-Backed | Seattle, WA | ||||
The Charles Schwab | Corporation | Westlake, TX |
O'Shaughnessy Asset Management Signals
O'Shaughnessy Asset Management Former Investors
Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
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O'Shaughnessy Asset Management FAQs
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When was O'Shaughnessy Asset Management founded?
O'Shaughnessy Asset Management was founded in 1987.
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Where is O'Shaughnessy Asset Management headquartered?
O'Shaughnessy Asset Management is headquartered in Stamford, CT.
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What is the size of O'Shaughnessy Asset Management?
O'Shaughnessy Asset Management has 40 total employees.
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What industry is O'Shaughnessy Asset Management in?
O'Shaughnessy Asset Management’s primary industry is Asset Management.
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Is O'Shaughnessy Asset Management a private or public company?
O'Shaughnessy Asset Management is a Private company.
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What is O'Shaughnessy Asset Management’s current revenue?
The current revenue for O'Shaughnessy Asset Management is
. -
Who are O'Shaughnessy Asset Management’s investors?
Bear Stearns and Royal Bank of Canada have invested in O'Shaughnessy Asset Management.
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Who are O'Shaughnessy Asset Management’s competitors?
AQR Capital Management, State Street Global Advisors, Liberty Wealth Advisors, Russell Investments Group, and The Charles Schwab are some of the 12 competitors of O'Shaughnessy Asset Management.
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When was O'Shaughnessy Asset Management acquired?
O'Shaughnessy Asset Management was acquired on 04-Jan-2022.
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Who acquired O'Shaughnessy Asset Management?
O'Shaughnessy Asset Management was acquired by Franklin Templeton Investments United Kingdom.
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