O'shaughnessy Asset Management Revenue, Growth & Competitor Profile

DBA O'SHAUGHNESSY ASSET MANAGEMENT, LLC
DBA O'Shaughnessy Microcap LP

Company Profile & Annual Report for O'shaughnessy Asset Management

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O'shaughnessy Asset Management Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	N/AExact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	6 Suburban Avenue Stamford, CT 06901

Note: Revenues for privately held companies are statistical evaluations.


O'shaughnessy Asset Management's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • O'shaughnessy Asset Management's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • O'shaughnessy Asset Management is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

O'shaughnessy Asset Management Annual Revenue and Growth Rate

O'shaughnessy Asset Management	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$10 - $100 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: O'shaughnessy Asset Management's revenues are gauged from an analysis of company filings.

O'shaughnessy Asset Management's Income Statement (based on Industry Averages)

O'shaughnessy Asset Management P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Investor Activity

O'shaughnessy Asset Management has actively raised capital from investors. These investors may include private investors, venture capital firms, or other investment vehicles.

Date	Investors	Percent Raised	Target Size
October 6, 2016	0	N/A	$0 MM
Complete list of funding rounds and total amounts in the Company Report

Trademark Applications

Trademark applications show the products and services that O'shaughnessy Asset Management is developing and marketing. O'shaughnessy Asset Management doesn't have any recent trademark applications, indicating O'shaughnessy Asset Management is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
OSAM Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services	02/06/2022
CANVAS Software as a service (SAAS) services featuring software for managing securities portfolios	03/07/2019
O'SHAUGHNESSY Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services	08/31/2010

See all trademarks and details in the Full Report.

Market Share of O'shaughnessy Asset Management's Largest Competitors

A competitive analysis shows these companies are in the same general field as O'shaughnessy Asset Management, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to O'shaughnessy Asset Management. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
POINT72	Stamford, CT	1
FREEPOINT COMMODITIES	Stamford, CT	1
DIGITAL CURRENCY GROUP	Stamford, CT	0
GRANITE GROUP ADVISORS	Stamford, CT	0
VIKING GLOBAL EQUITIES II	Stamford, CT	0

Future Competition: O'shaughnessy Asset Management's Fastest Growing Competitors

These companies are in the same general field as O'shaughnessy Asset Management and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)