Contrafactum Research & Management LLC

RIAState Registered
Total AUM
$1M
Discretionary
$1M
100% of AUM
Avg account
$251K
Accounts
4
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
149591
Custodians
ALTRUIST FINANCIAL LLC
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Contrafactum Research & Management LLC is an independent registered investment adviser organized as an LLC that focuses on fee-based portfolio management for individuals, families and small businesses. The firm operates on a percentage-of-assets-under-management fee model and is owned by an individual. Its client mix is concentrated on individual and family relationships rather than institutional mandates. The adviser does not characterize itself as an active ESG investor, does not serve as a pension consultant, and is not identified as a multi-state adviser. The firm's primary advisory activity is discretionary portfolio management for individual and small business clients. Custody and trade execution appear to be centralized through a single custodian relationship (see Assets & Accounts), and investment choices emphasize publicly traded equities alongside a selection of external alternative managers when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Owners & executives

FINTRX

Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth