Contrafactum Research & Management LLC

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