Investment adviser · CRD 109767
CONTRAVISORY INVESTMENT MANAGEMENT, INC.
Investment adviser filing (IA)
NORWELL, MA, United States · Form ADV filed May 11, 2026
- Regulatory AUM
- $702M Form ADV · Item 5.F
- Client accounts
- 655 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 88 | $428,774,307 | 61.1% |
| Pooled investment vehicles | 2 | $91,547,393 | 13.0% |
| Individuals | 139 | $77,804,806 | 11.1% |
| Corporations & businesses | 3 | $60,039,687 | 8.6% |
| Retirement plans | 5 | $27,001,202 | 3.8% |
| Charities | 5 | $16,555,554 | 2.4% |
Filing source
Form ADV 2104794 · May 11, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
3 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
CONTRAVISORY FUND, LPHedge Fund · Last reported May 11, 2026$68.9MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
WITHUMSMITH+BROWN,PC
PCAOB 100
NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740
REACT INVESTMENT SOLUTIONS, LLC
CRD 150801 · SEC 801-70961
NATIONAL FINANCIAL SERVICES LLC
CRD 13041 · SEC 8-26740
Fund details & source
- Fund ID
- 805-3742922667
- Reported beneficial owners
- 78
- Minimum commitment
- $250K
- Form D file number
- 021-69290
Form ADV 2104794 · May 11, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CONTRAVISORY IDF, LPHedge Fund · Last reported May 11, 2026$21.2MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
WITHUMSMITH+BROWN,PC
PCAOB 100
NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740
REACT INVESTMENT SOLUTIONS, LLC
CRD 150801 · SEC 801-70961
NATIONAL FINANCIAL SERVICES LLC
CRD 13041 · SEC 8-26740
Fund details & source
- Fund ID
- 805-8025540008
- Reported beneficial owners
- 1
- Minimum commitment
- $250K
- Form D file number
- 021-173438
Form ADV 2104794 · May 11, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CONTRAVISORY LONG-SHORT OPPORTUNITIES, LPHedge Fund · Last reported May 29, 2020$3.61MGross asset value
Form D fundraising filings
Contravisory Long-Short Opportunities, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
WITHUMSMITH+BROWN,PC
PCAOB 100
NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740
REACT INVESTMENT SOLUTIONS, LLC
CRD 150801 · SEC 801-70961
NATIONAL FINANCIAL SERVICES LLC
CRD 13041 · SEC 8-26740
Fund details & source
- Fund ID
- 805-8268495475
- Reported beneficial owners
- 8
- Minimum commitment
- $250K
- Form D file number
- 021-278859
Form ADV 1427280 · May 29, 2020 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: May 11, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Security ratings
Compensation
Percentage of assets · Performance-based
Principal office
120 LONGWATER DRIVE, SUITE 100NORWELL, MA, 02061, United States
CRD 109767
Filing source
Form ADV 2104794 · May 11, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.