Advisor at O'Shaughnessy Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Stamford, CT 06902
Credentials
Series 65
Industry experience
< 1 year
Christopher Takacs is a financial advisor at O'Shaughnessy Asset Management, LLC with a Series 65 designation. He has experience working at O'Shaughnessy since 2024 and previously held positions at BNY Mellon and StoneCastle Partners, LLC. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and institutional clients such as mutual funds, foundations, and retirement plans. The firm employs a systematic, model-driven investment process and offers a customizable advisor-facing platform alongside multiple sub-advisory and affiliate relationships.
Based on O'Shaughnessy Asset Management, LLC
May charge flat fees at discretion based on criteria; details not specified.
$0 - $25,000,000: 0.85% (Small Cap Growth strategy) $25,000,001 - $100,000,000: 0.75% on next $75MM (Small Cap Growth strategy) $100,000,001+: 0.60% over $100MM (Small Cap Growth strategy) $0 - $50,000,000: 0.80% on first $50MM (Small Cap Value strategy) $50,000,001 - $100,000,000: 0.75% on next $50MM (Small Cap Value strategy) $100,000,001+: 0.70% over $100MM (Small Cap Value strategy) $0 - $25,000,000: 0.65% on first $25MM (Small – Mid Cap Growth strategy) $25,000,001+: 0.60% over $25MM (Small – Mid Cap Growth strategy) $0+: 0.92% (Small Cap Opportunity strategy) $0+: 0.70% (International ADR strategy) $0 - $100,000,000: 0.90% on first $100MM (International Small Cap Value strategy) $100,000,001 - $200,000,000: 0.85% on next $100MM (International Small Cap Value strategy) $200,000,001+: 0.80% over $200MM (International Small Cap Value strategy) $0+: 1.15% (International Microcap strategy) $0+: 1.10% (Microcap strategy) $0 - $25,000,000: 0.60% on first $25MM (All Cap Core strategy) $25,000,001+: 0.55% over $25MM (All Cap Core strategy) $0 - $25,000,000: 0.70% on first $25MM (Enhanced Dividend strategy) $25,000,001+: 0.65% over $25MM (Enhanced Dividend strategy) $0 - $25,000,000 (CAD): 0.55% on first $25MM (CAD) (Canadian Equity strategy) $25,000,001 - $100,000,000 (CAD): 0.45% on next $75MM (CAD) (Canadian Equity strategy) $100,000,001+: 0.35% over $100MM (CAD) (Canadian Equity strategy) $0+: 0.90% (Emerging Markets Core ADR strategy) $0+: 0.55% (U.S. Large Cap Defensive Stability strategy) $0+: 0.70% (Developed Markets ADR Defensive Stability strategy) $0+: 0.90% (Emerging Markets ADR Defensive Stability strategy) $0+: 0.70% (International ADR Defensive Stability strategy) $0 - $25,000,000: 0.55% on first $25MM (Market Leaders Value strategy) $25,000,001 - $100,000,000: 0.45% on next $75MM (Market Leaders Value strategy) $100,000,001+: 0.35% over $100MM (Market Leaders Value strategy) $0+: 0.65% (Market Leaders Value – Canvas® Tax Managed) $0+: 0.55% (U.S. High Dividend Yield Large Cap strategy) $0+: 0.55% (U.S. Dividend Growth V Large Cap strategy) $0+: 0.65% (U.S. SMID Dividend Growth V strategy) $0+: 0.70% (International Dividend Growth V ADR strategy) $0+: 0.35% (Franklin Templeton US Top 100 Equal Weighted – Canvas® Tax Managed) $0+: 0.375% (US Large Cap Passive strategy) $0+: 0.35% (Health Care Sector strategy) $0+: 0.60% (ClearBridge Large Cap Growth – Canvas® Tax Managed) $0+: 0.55% (Cloud Tech Thematic strategy) $0+: 0.15% to 1.10% (CANVAS® service fee range) $0 - $25,000,000: 0.45% (Canvas Managed Options Strategies first $25MM) $25,000,001 - $50,000,000: 0.35% (Canvas Managed Options Strategies next $25MM) $50,000,001 - $75,000,000: 0.25% (Canvas Managed Options Strategies next $25MM) $75,000,001+: 0.20% (Canvas Managed Options Strategies over $75MM)
Performance-based fees charged at client request; inconsequential part of business; specifics not detailed in brochure.
Account minimum: $250,000 for individuals introduced by brokers and financial consultants; $10,000,000 for institutions (subject to discretionary modification)
100 First Stamford Place
Stamford, CT 06902
Connecticut
O'Shaughnessy Asset Management, LLC
2024 - Present (2 years)
BNY Mellon
2018 - 2024 (6 years)
StoneCastle Partners, LLC
2014 - 2018 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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