$82.7M Total AUM
$82.7M Disc. AUM
-- 3Y CAGR
5 Employees
24 ADV. Clients
14 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS · Interactive Brokers · State Street · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Ridge signal
- Established Date
- 05-08-2012
- Office Locations
- 2
Office Locations
1688 Meridian AVE 7TH Floor Miami FL
-- Bengaluru --
About Contrast Capital Management, LLC
Contrast Capital Management, LLC is a Miami-based RIA with 2 offices. The firm has been operating for 14 years. Managing $82.7M in total assets under management, with 2 advisory representatives. They custody assets with Fidelity/NFS and Interactive Brokers. Services offered include Asset Management, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$41.3M AVG AUM / ADVISOR
$3.4M AVG AUM / CLIENT
10 yrs AVG TENURE
5 Employees
2 Advisory Reps
2 RIA Reps
14yrs Firm Age
Insights
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Accredited Investors
Optima
Asset Classes
Delta Harbor Legacy Wave Bridge Peak Crest Matrix oak Radial catalyst
Client Personas
Insight oak
Custodian
Prime Horizon Zenith vital Matrix Unison ember Ember catalyst Timber Catalyst
Investment Themes
Element Ember Vector vertex Zenith Eagle focus
Investment Vehicles
Foundation value Peak prime
Services
Pioneer Unison atlas Element value Peak
Technology
Vector radial
Owner & Executives
F
FRANCIS XAVIER CLARO
Chief Investment Officer, Portfolio Manager, PRINCIPAL
- CRD
- #6048306
- Ownership
- 75% or more
(417) 651-7601
fusion.value@glaciercapital.com
in linkedin.com/in/meridian-zenith
R
ROBERT DIETER
Chief Compliance Officer, Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
(901) 580-3636
oak.vertex@alphacapital.com
in linkedin.com/in/atlas-foundation
Showing 2 of 2 owners & executives
Unlock allContacts
S
Sripadh Sriraman
Associate
- CRD
- #6804819
(313) 829-5210
matrix.capital@meridiancapital.com
in linkedin.com/in/peak-atlas
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $82,652,518 | -- |
| Non-Discretionary | $0 | -- |
| Total | $82,652,518 | -- |
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Separately Managed Accounts
Total SMA Asset: $73,537,526
Equity - Exchange:
49.1% Cash:
50.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,108,761,602 | 49.1% |
| Cash | $2,186,068,544 | 50.9% |
| Total | $4,294,830,146 | 100.0% |