Contravisory Investment Management Inc

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Contravisory Investment Management Inc ✚
CRD #	109767
SEC #	801-9168
CIK #	0001365707
AUM	701.7 M (2026-05-11)
Employees	7 (57% Investors, 0% Brokers)
Fees
Minimum
Phone	781-740-1786
Address	120 Longwater Drive Norwell, MA 02061
Source	[IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]

Total AUM ($M) Copy

CIK	Period
0001365707	2026-06-30 2026-03-31 2025-12-31 2025-09-30 2025-06-30 2025-03-31 2024-12-31 2024-09-30 2024-06-30 2024-03-31 2023-12-31 2023-09-30 2023-06-30 2023-03-31 2022-12-31 2022-09-30 2022-06-30 2022-03-31 2021-12-31 2021-09-30 2021-06-30 2021-03-31 2020-12-31 2020-09-30 2020-06-30 2020-03-31 2019-12-31 2019-09-30 2019-06-30 2019-03-31 2018-12-31 2018-09-30 2018-06-30 2018-03-31 2017-12-31 2017-09-30 2017-06-30 2017-03-31 2016-12-31 2016-09-30 2016-06-30 2016-03-31 2015-12-31 2015-09-30 2015-06-30 2015-03-31 2014-12-31 2014-09-30 2014-06-30 2014-03-31 2013-12-31 2013-09-30 2013-06-30 2013-03-31 2012-12-31 2012-09-30 2012-06-30 2012-03-31 2011-12-31

CIK

Period

0001365707

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
	Amphenol Corp /DE/	11.2
	APA Corp	11.1
	Apple Inc	11.0
	Barclays PLC	10.7
	Nvidia Corp	10.5
	Tesla Motors Inc	10.3
	General Electric Co	10.3
	Target Corp	9.9
	Terex Corp	9.9
	Merck & Co Inc	9.8
	US Foods Holding Corp	9.8
	Amazon Com Inc	9.8
	Broadcom Inc	9.7
	Emcor Group Inc	9.6
	Biogen IDEC Inc	9.6
	Dycom Industries Inc	9.0
	Aflac Inc	9.0
	Rockwell Automation Inc	9.0
	Ford Motor Co	8.8
	Laboratory Corp of America Holdings	8.6
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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
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

Comparable Firms	State	AUM
United Capital Management of Kansas Inc ✚	KS	884.8 M
BFI Infinity Ltd ✚		837.6 M
LongTail Alpha LLC ✚	CA	822.4 M
JP Marvel Investment Advisors Inc ✚	MA	820.7 M
Mission Creek Capital Partners Inc ✚	CA	741.6 M
White Oaks Wealth Advisors Inc ✚	MN	618.3 M
Omega Financial Group LLC ✚	CA	552.4 M
Cachetech Inc ✚	UT	547.4 M
Birinyi Associates Inc ✚	CT	471.7 M
Rothschild Capital Partners LLC ✚	NY	469.7 M

Contravisory Investment Management Inc

Assets, Funds, Holdings