other names
  • CONTRAVISORY INVESTMENT MANAGEMENT, INC.
  • CONTRAVISORY RESEARCH CORP
  • CONTRAVISORY RESEARCH & MANAGEMENT CORP.
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Adviser Profile

As of Date 03/11/2025
Adviser Type - Large advisory firm
- Multi-state adviser
Number of Employees 7
of those in investment advisory functions 4 -20.00%
Registration SEC, Approved, 03/25/1973
AUM* 628,163,317 18.26%
of that, discretionary 567,604,020 24.97%
Private Fund GAV* 96,247,260 20.20%
Avg Account Size 1,066,491 -2.63%
% High Net Worth 40.20% -11.28%
SMA’s Yes
Private Funds 2
Contact Info 781 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Security ratings or pricing services

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

471M 404M 337M 269M 202M 135M 67M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count2 GAV$96,247,260

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Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker874039100 Stock NameTAIWAN SEMICONDUCTOR MFG LTD $ Position$14,229,546 % Position3.00% $ Change13.00% # Change-8.00%
Stck Ticker64110L106 Stock NameNETFLIX INC $ Position$14,247,965 % Position3.00% $ Change-22.00% # Change-13.00%
Stck TickerL8681T102 Stock NameSPOTIFY TECHNOLOGY S A $ Position$15,102,626 % Position3.00% $ Change-19.00% # Change-11.00%
Stck Ticker46625H100 Stock NameJPMORGAN CHASE & CO. $ Position$12,915,597 % Position3.00% $ Change4.00% # Change-5.00%
Stck TickerH42097107 Stock NameUBS GROUP AG $ Position$13,298,719 % Position3.00% $ Change14.00% # Change-6.00%
Stck Ticker30303M102 Stock NameMETA PLATFORMS INC $ Position$10,856,340 % Position2.00% $ Change-5.00% # Change-4.00%
Stck Ticker037833100 Stock NameAPPLE INC $ Position$10,550,339 % Position2.00% $ Change11.00% # Change-11.00%
Stck Ticker98389B100 Stock NameXCEL ENERGY INC $ Position$8,179,120 % Position2.00% $ Change14.00% # Change-4.00%
Stck Ticker443201108 Stock NameHOWMET AEROSPACE INC $ Position$9,489,879 % Position2.00% $ Change413.00% # Change386.00%
Stck Ticker125896100 Stock NameCMS ENERGY CORP $ Position$9,252,152 % Position2.00% $ Change2.00% # Change-3.00%