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| Contravisory Investment Management Inc
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|---|---|
| CRD # | 109767 |
| SEC # | 801-9168 |
| CIK # | 0001365707 |
| AUM | 701.7 M (2026-05-11) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 781-740-1786 |
| Address | 120 Longwater Drive Norwell, MA 02061 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| KLA Tencor Corp | 23.6 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 19.9 | ||
| UBS Group AG | 13.7 | ||
| Alphabet Inc | 13.5 | ||
| Cisco Systems Inc | 13.3 | ||
| J P Morgan Chase & Co | 12.7 | ||
| Goldman Sachs Group Inc | 12.2 | ||
| Alcoa Inc | 12.1 | ||
| United Technologies Corp /DE/ | 11.4 | ||
| ASML Holding NV | 11.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Contravisory Long-Short Opportunities LP | [2017-02-15] | 3.5 M | 3.6 M |
| Filed 2020-01-06 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Contravisory Fund LP | 2012-03-19 | 68.9 M | |
| HF | Contravisory IDF LP | [2012-03-19] | 13.3 M | 21.2 M |
| Filed 2017-10-11 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 139 | 77.8 |
| (b) Individuals (high net worth individuals) | 88 | 428.8 |
| (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 | 91.5 |
| (g) Pension and profit sharing plans | 5 | 27.0 |
| (h) Charitable organizations | 5 | 16.6 |
| (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 | 60.0 |
| (n) Other | 0 | 0.0 |
| Total | 655 | 701.7 |
| By Discretionary | ||
| Discretionary | 652 | 640.4 |
| Non-Discretionary | 3 | 61.4 |
| Total | 655 | 701.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 701.7 | |
| Total | 655 | 701.7 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Matthew Sullivan | Executive Officer | 12 | 3 | |
| Contravisory LLC | Executive Officer | 3 | 2 | |
| Philip Noonan | Executive Officer | 3 | 2 | |
| William Noonan | Executive Officer | 3 | 2 | |
| David Canal | Executive Officer | 2 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001365707] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Clients | 2 |
| Serves | Institutional, Retail, Research |
| Fund Types | Hedge Fund |
| LEI | 21255232 |
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