O'SHAUGHNESSY ASSET MANAGEMENT, LLC

UUIDc7418385-6349-571e-8fdd-79cb2077aad1

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:51

Updated2025-10-23 02:23:51

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Authority	Identifier	Display	As Of	Confidence
adv_crd	144594	144594	—	1.0
cik	0001423442	1423442	—	—
sec_file_number	801-68177	801-68177	—	—

HQ CitySTAMFORD

HQ StateCT

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

As of 2024-12-17 00:00:00 • Source ia09022025.xlsx

Name	Title	Role	Email	Evidence
No people recorded.

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

No evidence recorded for this organization yet.