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Jai Aditya Padalkar

Investment adviser representative at O'shaughnessy Asset Management, LLC
11 yearsExperience
1 stateRegistered in
$19.8BFirm assets
19 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsPerformance-basedOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

11 years in the industry.

  1. O'shaughnessy Asset Management, LLCAug 2021 to now
  2. Demyst DataSep 2019 to Jul 2021
  3. Celgene CorporationJun 2018 to Aug 2018
  4. Celgene CorporationMay 2017 to Aug 2017
  5. Lurie Nanofabrication FacilitySep 2016 to Apr 2017
  6. University of MichiganSep 2015 to Jun 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (CT).

O'shaughnessy Asset Management, LLC

$19.8BAssets managed
11,156Clients
58Advisers
19 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
8031017
Firm CRD
144594
Advisor's SEC record (opens in a new tab)
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