The CONTRARY GROUP is a privately held investment adviser that advises $620.17mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. CONTRARY GROUP is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 823.15% over the last 5-years.
The Group has been registered with the SEC for 5.07 years and is comprised of 2 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 548 MARKET ST PMB 48932, SAN FRANCISCO, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 16 employees comprised of 7 investment and 9 non-investment staff. The total number of Employees increased by 1,500% over the last 5-years.
Their $620.17mn in assets advised are owned by 11 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $480.52mn or 77.48% of Total Assets and High Net Worth Individuals own $139.65mn or 22.52% of Total Assets.
The Group's top investment strategies include Early Stage, representing 100% of total assets, respectively.
They advise 2 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and High Net Worth Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 4 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 2 private funds with $29.44mn in assets.
The Group discloses fixed fees, management fees and performance-based fees.
CONTRARY GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.