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
FIDELITY DISTRIBUTORS COMPANY LLC, INTERACTIVE BROKERS LLC, STATE STREET BANK AND TRUST COMPANY
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 organized as a limited liability company that operates with a hedge-fund orientation while providing advisory services to both high-net-worth individuals/families and institutional clients. The firm charges a combination of AUM-based fees and performance-linked fees, and it manages separate accounts as well as pooled investment vehicles. Contrast lists portfolio management for individuals/small businesses, pooled vehicles, and businesses/institutions among its advisory activities and also provides pension consulting services. It is active as a sponsor/GP/managing member of pooled investment vehicles. The firm does not identify itself as an active ESG investor.

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

FINTRX

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

    Robert Dieter

    CCO and CFOCRD 1971294

Contacts

2 of 2
  • Sripadh Sriraman

    Sripadh Sriraman

    Associate Portfolio ManagerCRD 6804819

  • Francis Claro

    Francis Claro

    Founder and Portfolio ManagerCRD 6048306

Wealth teams

FINTRX

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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