O'Shaughnessy Asset Management Overview

  • Year Founded
  • 1987

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 40

Employees

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 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
Formerly Known As
O'Shaughnessy Capital Management
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Corporate Office
  • 6 Suburban Avenue
  • Stamford, CT 06901
  • United States
+1 (203)
Primary Industry
Asset Management
Corporate Office
  • 6 Suburban Avenue
  • Stamford, CT 06901
  • United States
+1 (203)

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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

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Provider of asset management and investment advisory services intended to deliver a range of equity portfoliosn to clien
Asset Management
Stamford, CT
40 As of 2022

Greenwich, CT
 

Boston, MA
 
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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
You’re viewing 5 of 12 competitors. Get the full list »

O'Shaughnessy Asset Management Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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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

  • When was O'Shaughnessy Asset Management founded?

    O'Shaughnessy Asset Management was founded in 1987.

  • Where is O'Shaughnessy Asset Management headquartered?

    O'Shaughnessy Asset Management is headquartered in Stamford, CT.

  • What is the size of O'Shaughnessy Asset Management?

    O'Shaughnessy Asset Management has 40 total employees.

  • What industry is O'Shaughnessy Asset Management in?

    O'Shaughnessy Asset Management’s primary industry is Asset Management.

  • Is O'Shaughnessy Asset Management a private or public company?

    O'Shaughnessy Asset Management is a Private company.

  • 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.

  • 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.

  • When was O'Shaughnessy Asset Management acquired?

    O'Shaughnessy Asset Management was acquired on 04-Jan-2022.

  • Who acquired O'Shaughnessy Asset Management?

    O'Shaughnessy Asset Management was acquired by Franklin Templeton Investments United Kingdom.

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