Key facts
- Status: Acquired/Merged (Operating Subsidiary).
Leadership
- Rajat GuptaChief Technology Officer & Principal
- ·Watchlist + deal alerts for O'Shaughnessy Asset Management
- ·The full record, as it builds
Funding rounds
No funding rounds for O'Shaughnessy Asset Management are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About O'Shaughnessy Asset Management
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.
- Sector
- Financial Services
- HQ
- Stamford, CT, United States
- Employees
- 89
- Website
- osam.com/
- Ownership
- Acquired/Merged (Operating Subsidiary)
O'Shaughnessy Asset Management doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in O'Shaughnessy Asset Management shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on O'Shaughnessy Asset Management in its N-PORT filings yet. We sweep new filings monthly.