⚲
|
Contrary Legacy LLC
✚
| |
---|---|
CRD # | 325014 |
SEC # | 801-127459 |
CIK # | |
AUM | $39.7 MM (2024-03-30) |
Employees | 4 (25% Investors, 0% Brokers) |
Phone | 862-354-0870 |
Address | 354 E 28th Avenue San Mateo, CA 94403 |
Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 20 | 39.7 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 27 | 39.7 |
By Discretionary | ||
Discretionary | 0 | 0.0 |
Non-Discretionary | 27 | 39.7 |
Total | 27 | 39.7 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 39.7 | |
Total | 27 | 39.7 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Hayden Capital LLC
✚
|
CA | 0.0 |
Tanaka Capital Management Inc
✚
|
NY | 0.0 |
Farther Asset Management LLC
✚
|
CA | 0.0 |
Lake Water Capital LLC
✚
|
NY | 0.0 |
Embarcadero Capital Advisors
✚
|
CA | 0.0 |
Intervest International Inc
✚
|
CO | 0.0 |
Prosper Wealth Solutions LLC
✚
|
UT | 0.0 |
Helianth Investment Management LLC
✚
|
NY | 0.0 |
The Waterford Group LLC
✚
|
NY | 0.0 |
Esoterica Capital LLC
✚
|
NY | 0.0 |