O'SHAUGHNESSY ASSET MANAGEMENT, LLC
CRD #144594 SEC #801-68177 STAMFORD, CT 203-975-3333
SEC Registered
Total AUM
$19.8B
Discretionary
$19.8B
Employees
103
Clients
--
Accounts
11,156
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $19.8B | $19.8B | $0 | 103 | 1,369 |
| Dec 2024 | $12.6B | $12.6B | $0 | 81 | 1,070 |
| Aug 2024 | $8B | $8B | $0 | 69 | 1,123 |
| Apr 2024 | $8B | $8B | $0 | 69 | 1,123 |
| Jan 2024 | $8B | $8B | $0 | 70 | 1,123 |
| Dec 2023 | $8B | $8B | $0 | 70 | 1,123 |
| Feb 2023 | $6.3B | $6.3B | $0 | 60 | 1,190 |
| Jan 2023 | $6.3B | $6.3B | $0 | 60 | 1,190 |
| Dec 2022 | $6.3B | $6.3B | $0 | 60 | 1,190 |
| Dec 2022 | $6.3B | $6.3B | $0 | 60 | 1,190 |
| Sep 2022 | $6.9B | $6.9B | $0 | 43 | 1,176 |
| Jul 2022 | $6.9B | $6.9B | $0 | 43 | 1,176 |
| Jul 2022 | $6.9B | $6.9B | $0 | 43 | 1,176 |
| May 2022 | $6.9B | $6.9B | $0 | 43 | 1,176 |
| Feb 2022 | $6.9B | $6.9B | $0 | 43 | 1,176 |
| Nov 2021 | $4.8B | $4.8B | $0 | 35 | 1,189 |
| Aug 2021 | $4.8B | $4.8B | $0 | 35 | 1,189 |
| Mar 2021 | $4.8B | $4.8B | $0 | 35 | 1,189 |
| Nov 2020 | $5.7B | $5.7B | $0 | 33 | 1,426 |
| Jun 2020 | $5.7B | $5.7B | $0 | 33 | 1,426 |
| Mar 2020 | $5.7B | $5.7B | $0 | 33 | 1,426 |
| Oct 2019 | $5.1B | $5.1B | $0 | 32 | 1,590 |
| Mar 2019 | $5.1B | $5.1B | $0 | 32 | 1,590 |
| Feb 2018 | $5.7B | $5.7B | $0 | 31 | 1,607 |
| Mar 2017 | $5.3B | $5.3B | $0 | 33 | 2,500 |
| Nov 2016 | $5.4B | $5.4B | $0 | 40 | 4,100 |
| May 2016 | $5.4B | $5.4B | $0 | 40 | 4,100 |
| Mar 2016 | $5.4B | $5.4B | $0 | 40 | 4,100 |
| Dec 2015 | $7B | $7B | $0 | 41 | 4,100 |
| Oct 2015 | $7B | $7B | $0 | 41 | 4,100 |
| Mar 2015 | $7B | $7B | $0 | 40 | 4,100 |
| Aug 2014 | $6.5B | $6.5B | $0 | 35 | 2,900 |
| Mar 2014 | $6.5B | $6.5B | $0 | 35 | 2,900 |
| Feb 2014 | $6.5B | $6.5B | $0 | 35 | 2,900 |
| Aug 2013 | $4.9B | $4.9B | $0 | 29 | 2,300 |
| Mar 2013 | $4.9B | $4.9B | $0 | 29 | 2,300 |
| Aug 2012 | $4.4B | $4.4B | $0 | 11 | 2,600 |
| Mar 2012 | $4.4B | $4.4B | $0 | 11 | 2,600 |
| Mar 2011 | $5B | $5B | $0 | -- | -- |
| Aug 2010 | $5.1B | $5.1B | $0 | -- | -- |
| Mar 2010 | $5B | $5B | $0 | -- | -- |
| Oct 2009 | $4.8B | $4.8B | $0 | -- | -- |
| Jun 2009 | $4.8B | $4.8B | $0 | -- | -- |
| Jun 2009 | $4.8B | $4.8B | $0 | -- | -- |
| Feb 2009 | $4.8B | $4.8B | $0 | -- | -- |
| Jan 2008 | $5.9B | $5.9B | $0 | -- | -- |
| Jan 2008 | $5.9B | $5.9B | $0 | -- | -- |
| Oct 2007 | $5.9B | $5.9B | $0 | -- | -- |
| Oct 2007 | $5.9B | $5.9B | $0 | -- | -- |
| Oct 2007 | $6B | $6B | $0 | -- | -- |
DateDec 2025
Total AUM$19.8B
Discretionary$19.8B
Non-Disc.$0
Employees103
Clients1,369
DateDec 2024
Total AUM$12.6B
Discretionary$12.6B
Non-Disc.$0
Employees81
Clients1,070
DateAug 2024
Total AUM$8B
Discretionary$8B
Non-Disc.$0
Employees69
Clients1,123
DateApr 2024
Total AUM$8B
Discretionary$8B
Non-Disc.$0
Employees69
Clients1,123
DateJan 2024
Total AUM$8B
Discretionary$8B
Non-Disc.$0
Employees70
Clients1,123
DateDec 2023
Total AUM$8B
Discretionary$8B
Non-Disc.$0
Employees70
Clients1,123
DateFeb 2023
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$0
Employees60
Clients1,190
DateJan 2023
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$0
Employees60
Clients1,190
DateDec 2022
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$0
Employees60
Clients1,190
DateDec 2022
Total AUM$6.3B
Discretionary$6.3B
Non-Disc.$0
Employees60
Clients1,190
DateSep 2022
Total AUM$6.9B
Discretionary$6.9B
Non-Disc.$0
Employees43
Clients1,176
DateJul 2022
Total AUM$6.9B
Discretionary$6.9B
Non-Disc.$0
Employees43
Clients1,176
DateJul 2022
Total AUM$6.9B
Discretionary$6.9B
Non-Disc.$0
Employees43
Clients1,176
DateMay 2022
Total AUM$6.9B
Discretionary$6.9B
Non-Disc.$0
Employees43
Clients1,176
DateFeb 2022
Total AUM$6.9B
Discretionary$6.9B
Non-Disc.$0
Employees43
Clients1,176
DateNov 2021
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$0
Employees35
Clients1,189
DateAug 2021
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$0
Employees35
Clients1,189
DateMar 2021
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$0
Employees35
Clients1,189
DateNov 2020
Total AUM$5.7B
Discretionary$5.7B
Non-Disc.$0
Employees33
Clients1,426
DateJun 2020
Total AUM$5.7B
Discretionary$5.7B
Non-Disc.$0
Employees33
Clients1,426
DateMar 2020
Total AUM$5.7B
Discretionary$5.7B
Non-Disc.$0
Employees33
Clients1,426
DateOct 2019
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees32
Clients1,590
DateMar 2019
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees32
Clients1,590
DateFeb 2018
Total AUM$5.7B
Discretionary$5.7B
Non-Disc.$0
Employees31
Clients1,607
DateMar 2017
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees33
Clients2,500
DateNov 2016
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$0
Employees40
Clients4,100
DateMay 2016
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$0
Employees40
Clients4,100
DateMar 2016
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$0
Employees40
Clients4,100
DateDec 2015
Total AUM$7B
Discretionary$7B
Non-Disc.$0
Employees41
Clients4,100
DateOct 2015
Total AUM$7B
Discretionary$7B
Non-Disc.$0
Employees41
Clients4,100
DateMar 2015
Total AUM$7B
Discretionary$7B
Non-Disc.$0
Employees40
Clients4,100
DateAug 2014
Total AUM$6.5B
Discretionary$6.5B
Non-Disc.$0
Employees35
Clients2,900
DateMar 2014
Total AUM$6.5B
Discretionary$6.5B
Non-Disc.$0
Employees35
Clients2,900
DateFeb 2014
Total AUM$6.5B
Discretionary$6.5B
Non-Disc.$0
Employees35
Clients2,900
DateAug 2013
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees29
Clients2,300
DateMar 2013
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees29
Clients2,300
DateAug 2012
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$0
Employees11
Clients2,600
DateMar 2012
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$0
Employees11
Clients2,600
DateMar 2011
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees--
Clients--
DateAug 2010
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees--
Clients--
DateOct 2009
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$0
Employees--
Clients--
DateJun 2009
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$0
Employees--
Clients--
DateJun 2009
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$0
Employees--
Clients--
DateFeb 2009
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$0
Employees--
Clients--
DateJan 2008
Total AUM$5.9B
Discretionary$5.9B
Non-Disc.$0
Employees--
Clients--
DateJan 2008
Total AUM$5.9B
Discretionary$5.9B
Non-Disc.$0
Employees--
Clients--
DateOct 2007
Total AUM$5.9B
Discretionary$5.9B
Non-Disc.$0
Employees--
Clients--
DateOct 2007
Total AUM$5.9B
Discretionary$5.9B
Non-Disc.$0
Employees--
Clients--
DateOct 2007
Total AUM$6B
Discretionary$6B
Non-Disc.$0
Employees--
Clients--