Contrary Legacy LLC

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Assets, Funds, Holdings

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Contrary Legacy LLC
CRD #325014
SEC #801-127459
CIK #
AUM $39.7 MM (2024-03-30)
Employees 4 (25% Investors, 0% Brokers)
Phone862-354-0870
Address354 E 28th Avenue
San Mateo, CA 94403
Source [IAPD] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
40322416802009201420192025
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
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The Waterford Group LLC
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Esoterica Capital LLC
NY 0.0
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