CONTRAST CAPITAL MANAGEMENT, LLC

RIASEC Registered
Total AUM
$82.7M
Discretionary
$82.7M
100% of AUM
Avg account
$1.7M
Accounts
50
Employees
5
Advisory reps
3

Firm details

Headquarters
MIAMI BEACH, Florida
CRD number
163534
Custodians
STATE STREET BANK AND TRUST COMPANY, FIDELITY DISTRIBUTORS COMPANY LLC, INTERACTIVE BROKERS LLC, WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI47.02%
  • State / Municipal Government31.31%
  • Pooled Investment Vehicles11.03%
  • Corporations / Businesses9.39%
  • Individuals1.25%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Contrast Capital Management, LLC is a privately owned investment adviser organized as an LLC and classified as a hedge fund manager. The firm’s investment activity centers on liquid, exchange-traded securities within separately managed accounts while also operating pooled vehicles it sponsors and manages. Contrast provides portfolio management for individuals and small businesses, pooled investment vehicles, institutions, and offers pension consulting services. Its fee model includes both an asset-based charge and performance-based fees, consistent with a manager that runs both SMA strategies and hedge fund-style vehicles. The adviser’s client base spans individuals and families as well as institutional clients. As sponsor, general partner and managing member of pooled vehicles, Contrast runs at least one proprietary hedge fund and also allocates to external hedge fund managers, indicating a blended approach that pairs public-market equity sleeves with alternative strategies managed in pooled formats.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 96%, Cash & Cash Equivalents 4%96%
  • Exchange Traded Equities96%
  • Cash & Cash Equivalents4%

Owners & executives

1 of 1
  • ROBERT DIETER

    CCO and CFOCRD 1971294

Contacts

2 of 2
  • Sripadh Sriraman

    Associate Portfolio ManagerCRD 6804819

  • FRANCIS CLARO

    Founder and Portfolio ManagerCRD 6048306

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MIAMI BEACH, FL

MIAMI DADE

Location

MIAMI BEACH, FL

Headquartered in MIAMI BEACH, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
1688 Meridian Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth