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| Contravisory Investment Management Inc
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|---|---|
| CRD # | 109767 |
| SEC # | 801-9168 |
| CIK # | 0001365707 |
| AUM | $551.0 MM (2024-02-27) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 781-740-1786 |
| Address | 120 Longwater Drive Norwell, MA 02061 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MCK | 46,168.4 | 15.2 | |
| CRWD | 40,424.6 | 14.9 | |
| CMG | 36,040.0 | 11.4 | |
| NFLX | 79,791.6 | 11.3 | |
| SPOT | 19,073.3 | 11.1 | |
| LRCX | 60,793.2 | 10.4 | |
| TSM | 437,370.3 | 10.4 | |
| AMAT | 82,662.4 | 10.3 | |
| CTAS | 38,012.7 | 10.1 | |
| PINS | 13,070.7 | 10.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Contravisory Long-Short Opportunities LP | [2017-02-15] | 3.5 | 3.6 |
| HF | Contravisory Fund LP | 2012-03-19 | 61.6 | |
| HF | Contravisory IDF LP | [2012-03-19] | 13.3 | 18.5 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 102 | 48.5 |
| (b) Individuals (high net worth individuals) | 84 | 337.6 |
| (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 | 2 | 81.3 |
| (g) Pension and profit sharing plans | 5 | 22.3 |
| (h) Charitable organizations | 5 | 10.6 |
| (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 | 3 | 50.7 |
| (n) Other | 0 | 0.0 |
| Total | 559 | 551.0 |
| By Discretionary | ||
| Discretionary | 556 | 499.1 |
| Non-Discretionary | 3 | 52.0 |
| Total | 559 | 551.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 551.0 | |
| Total | 559 | 551.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Matthew Sullivan | 12 | ||
| Philip Noonan | 3 | ||
| Contravisory LLC | 3 | ||
| William Noonan | 3 | ||
| David Canal | 2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001365707] |
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