Contrafactum Research & Management LLC

Overview

Contrafactum Research & Management LLC is a small, owner-run advisory firm that provides portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and operates in a non-discretionary capacity, meaning clients retain final trading authority while the firm provides investment advice and model recommendations. Equity exposure is the dominant theme in the advisory approach; exchange-traded equities are the primary holding type and the firm signals a clear preference for publicly traded equities over other liquid instruments. The firm does not identify as an active ESG investor and does not operate as a multistate adviser. Given the concentrated client base and single-office structure, the practice appears focused on a handful of relationships where personalized advice and implementation guidance are prioritized over scale-driven services.

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Public Holdings

Investments & Alternatives

Location & Offices