| Entity Name: | O'SHAUGHNESSY ASSET MANAGEMENT, L.L.C. |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Foreign |
| Status: | Active |
| Date Formed: | 05 Sep 2007 (Companies founded in September 2007) |
| Business ALEI: | 0911774 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 6 SUBURBAN AVENUE, STAMFORD, CT, 06901, United States |
| Mailing address: | 6 SUBURBAN AVENUE, STAMFORD, CT, United States, 06901 |
| Mailing jurisdiction address: | THE CORPORATION TRUST COMPANY CORPORATION TRUST CENTER 1209 ORANGE STREET, WILMINGTON, DE, 19801, |
| Office jurisdiction address: | C/O CT CORPORATION SYSTEM 1209 ORANGE STREET, WILMINGTON, DE, 19801, United States |
| ZIP code: | 06901 (Companies in Fairfield, 06901) |
| County: | Fairfield |
| Place of Formation: | DELAWARE |
| E-Mail: | govdocs@unitedagentgroup.com |
| Name | Role |
|---|---|
| UNITED AGENT GROUP INC. | Agent |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| JAMES P. O'SHAUGHNESSY | Officer | 6 SUBURBAN AV, STAMFORD, CT, 06901, United States | 4 JENNIFER LANE, COS COB, CT, 06807-1719, United States |
| Franklin Resources, Inc. | Officer | One Franklin Parkway, Bldg. 970, 1st floor, San Mateo, CA, 94403, United States | No data |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012047440 | 2024-03-08 | No data | Annual Report | Annual Report | No data |
| BF-0011421806 | 2023-03-09 | No data | Annual Report | Annual Report | No data |
| BF-0010642692 | 2022-06-15 | 2022-06-15 | Change of Agent | Agent Change | No data |
| BF-0010198386 | 2022-03-23 | No data | Annual Report | Annual Report | 2022 |
| 0007116341 | 2021-02-03 | No data | Annual Report | Annual Report | 2021 |
| 0006818059 | 2020-03-06 | No data | Annual Report | Annual Report | 2020 |
| 0006393326 | 2019-02-19 | No data | Annual Report | Annual Report | 2019 |
| 0006059911 | 2018-02-07 | No data | Annual Report | Annual Report | 2018 |
| 0005926447 | 2017-09-15 | No data | Annual Report | Annual Report | 2017 |
| 0005770581 | 2017-02-20 | No data | Annual Report | Annual Report | 2015 |
Date of last update: 04 Nov 2024
Sources: Connecticut's Official State Website
