CONTRARY LEGACY LLC
Adviser information for CONTRARY LEGACY LLC last updated from Form ADV on March 30th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 27 | $39.7M |
| Total | 27 | $39.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 20 | $39.7M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 12 |
| No. of Non-U.S. Clients | 20 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | Fixed fees |
Identifiers
| SEC RIA File Number | 801-127459 |
|---|---|
| SEC ERA File Number | 801-127459 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 325014 |
| Legal Entity Identifier | None |
Principal Office
354 E 28TH AVENUESAN MATEO
CA
United States
Monday - Friday, 9-5
Tel: 862-354-0870, Fax: None
Websites
facebook.com/startupsearchjobs
instagram.com/contrarycapital
instagram.com/startup_search
research.contrary.com/
startupsearch.com/
twitter.com/startupsearch
contrary.com/
twitter.com/contrary_res
twitter.com/contrarycapitai
www.linkedin.com/company/contrarycapital/mycompany/
www.linkedin.com/showcase/contrary-research/
www.linkedin.com/showcase/startupsearch/
Chief Compliance Officer
JOSHUA LESKO
345 E 28TH AVENUE
SAN MATEO
CA
United States
Tel:
415-223-4884
J****@**************M
(Full email address available in API data)
Industry Affiliates
| CONTRARY BREAKOUT MANAGEMENT I, LLC | Sponsor, GP, manager of pooled investment vehicles |
| CONTRARY CAPITAL MANAGEMENT II, LLC | Sponsor, GP, manager of pooled investment vehicles |
| CONTRARY CAPITAL MANAGEMENT III, LLC | Sponsor, GP, manager of pooled investment vehicles |
| CONTRARY CAPITAL MANAGEMENT IV, LLC | Sponsor, GP, manager of pooled investment vehicles |
| CONTRARY CAPITAL MANAGEMENT, LLC | Sponsor, GP, manager of pooled investment vehicles |
| CONTRARY HOLDINGS MANAGEMENT, LLC | Sponsor, GP, manager of pooled investment vehicles |
| CONTRARY LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| CONTRARY MODERN HOLDINGS, LLC | Sponsor, GP, manager of pooled investment vehicles |
| HEAVEN INCORPORATED HOLDINGS, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Lesko, Joshua | Individual | – | CHIEF COMPLIANCE OFFICER | 11/2023 | < 5% |
| TARCZYNSKI, ERIC, RICHARD | Individual | – | MANAGER | 11/2017 | > 75% |