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O'Shaughnessy Asset Management

O'Shaughnessy Asset Management?uq=hBqTzBbB
1987 FOUNDED
M&A STATUS
21-30 EMPLOYEES
2ndary - Private LATEST DEAL TYPE
3 FINANCING ROUNDS
Description

Provider of asset management services. The company operates as a money management firm and offers financial advisory as well as various investment strategies to its clients. It also provides equity portfolios to institutional investors and high net-worth investors.

Website
Formerly Known As
O'Shaughnessy Capital Management
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Primary Office
  • 6 Suburban Avenue
  • Stamford, CT
  • United States

+1 (203) 000-0000

O'Shaughnessy Asset Management Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

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O'Shaughnessy Asset Management Former Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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O'Shaughnessy Asset Management Executive Team (5)

Name Title Board
Seat
Contact
Info
Patrick O'Shaughnessy Chief Executive Officer
Chris Loveless Principal & President
Frank Fitzgerald Principal & Chief Operating Officer
Raymond Amoroso III Principal & Chief Compliance Officer
James O'Shaughnessy Chairman, Principal & Chief Investment Officer

O'Shaughnessy Asset Management Board Members (1)

Name Representing Role Since Contact
Info
00000 0'00000000000 O'Shaughnessy Asset Management Chairman, Principal & Chief Investment Officer 000 0000