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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-25-2007
- Office Locations
- 1
Office Locations
About O'shaughnessy Asset Management, LLC
O’Shaughnessy Asset Management (OSAM) is an investment manager serving retail and institutional clients with factor-driven, style-based separate account strategies across U.S. and global equities. Its Canvas platform enables advisors to build and manage custom indexes, including automated tax-loss harvesting to improve after-tax outcomes. Research-led team includes long-tenured principals (avg. 19 years) and six CFA charterholders; the firm has agreed to be acquired by Franklin Templeton.
Reported data analysis
What the numbers show
Between December 17, 2024 and December 16, 2025, reported AUM increased 57.0%, from $12.6B to $19.8B.
Across 5 reported observations, AUM increased 309.9% between November 1, 2021 and December 16, 2025, from $4.8B to $19.8B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 53 advisory representatives and 12,525 clients, or 236.3 clients per representative. That equates to $1.6M in reported AUM per client.
The profile lists 1 reported office location and 19 years in operation. The source data was last updated on December 16, 2025. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
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- Platform
- Services
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The full O'shaughnessy Asset Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
RAYMOND AMOROSO III
Chief Compliance Officer, PRINCIPAL
- CRD
- --
- Ownership
- Less than 5%
SCOTT MICHAEL BARTONE
Chief Product Officer, Co-Head of Investment Management
- CRD
- #5123973
- Ownership
- Less than 5%
Showing 2 of 13 owners & executives
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PAUL JON ACKERLEY
Vice President
- CRD
- #4188944
RICHARD S BASTIEN
Vice President
- CRD
- #7906344
Showing 2 of 62 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,782,138,121 | $1,773,229 |
| Non-Discretionary | $0 | -- |
| Total | $19,782,138,121 | $1,773,229 |
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Separately Managed Accounts
SMA allocation detail is available
O'shaughnessy Asset Management, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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O'shaughnessy Asset Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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