C
$139.7M Total AUM
$0 Disc. AUM
-- 3Y CAGR
4 Employees
27 ADV. Clients
8 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Alpha oakMomentum +more
- Established Date
- 11-01-2017
- Office Locations
- 2
Office Locations
-- SAN Francisco CA
-- SAN Mateo CA
About Contrary Legacy LLC
Contrary Legacy LLC is a registered investment adviser behind Contrary Research, a private-markets research platform publishing deep-dive reports and company profiles across AI/ML, fintech, biotech and cybersecurity. The firm provides investment management and planning (portfolio construction, tax and estate planning, insurance) for individuals such as entrepreneurs, business owners and physicians, with exposure to alternatives/private funds alongside ETFs and fixed income, and custody at Schwab.
Team overview
-- AVG AGE
$69.8M AVG AUM / ADVISOR
$5.2M AVG AUM / CLIENT
3.4 yrs AVG TENURE
4 Employees
2 Advisory Reps
0 RIA Reps
8yrs Firm Age
Insights
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Accredited Investors
Zenith
Asset Classes
Delta Focus Glacier peak Beacon focus Radial Alpha Unison Harbor value Legacy Insight vertex Alpha Insight Focus delta Vital Beacon prime
Client Personas
Beacon frontier Wave capital Element Focus bridge
CRM
Pioneer zenith Bridge
Custodian
Horizon Value Ember capital Vector Glacier Ember momentum Insight North ridge Zenith Fusion Value Prime horizon Insight zenith Alpha catalyst Peak Peak Peak Timber Harbor zenith Value summit Meridian catalyst Atlas harbor Delta Atlas ember Zenith quantum Glacier Pathway Element matrix Zenith unison Radial Beacon harbor Alpha Insight Optima glacier Legacy Vital element Oak Vital Ember radial Momentum Beacon timber Vertex momentum Legacy Timber Zenith prime Ridge frontier Fusion Quantum
Fund Managers
Focus crest Vector
Investment Themes
North atlas Pioneer Alpha pioneer Capital Vector Crest glacier Alpha vital Timber insight Signal Unison horizon
Investment Vehicles
Wave optima Legacy Timber
Platform
Element Summit Pathway Prime pathway Legacy Unison timber
Services
Signal Ridge unison Glacier Fusion capital Pathway ridge Summit atlas Meridian beacon
Technology
Matrix Fusion ember Capital vital Value wave Bridge Prime vector Delta north Insight Capital Bridge atlas Vector eagle Momentum Horizon unison Wave radial Momentum vertex
Owner & Executives
ERIC RICHARD TARCZYNSKI
Founder, Manager
- CRD
- --
- Ownership
- 75% or more
(252) 359-1902
fusion.optima@glaciercapital.com
in linkedin.com/in/vertex-ember
MICHELLE ANNE BROWN
Chief Compliance Officer, Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
(986) 518-5750
horizon.wave@wavecapital.com
in linkedin.com/in/capital-pathway
Showing 2 of 2 owners & executives
Unlock allContacts
C
Cole Alton Graham
--
- CRD
- #8124829
(321) 320-4820
capital.capital@atlascapital.com
in linkedin.com/in/fusion-zenith
A
ALBERT J WANG
--
- CRD
- #5516985
(757) 967-7335
delta.prime@foundationcapital.com
in linkedin.com/in/pioneer-frontier
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $139,651,262 | $2,216,687 |
| Total | $139,651,262 | $2,216,687 |
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Separately Managed Accounts
Total SMA Asset: $139,651,262
Equity - Exchange:
19.3% Private Funds:
14.0% Cash:
18.2% Public Funds:
14.2% Municipal Bonds:
18.4% Other:
15.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $844,778,680 | 19.3% |
| Private Funds | $612,792,825 | 14.0% |
| Cash | $796,630,673 | 18.2% |
| Public Funds | $621,547,008 | 14.2% |
| Municipal Bonds | $805,384,856 | 18.4% |
| Other | $695,957,566 | 15.9% |
| Total | $4,377,091,608 | 100.0% |