CONTRAVISORY INVESTMENT MANAGEMENT, INC.
CRD #109767 SEC #801-9168 NORWELL, MA 781-740-1786
SEC Registered Private Funds
Total AUM
$628.2M
Discretionary
$567.6M
Employees
7
Clients
10
Accounts
589
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $628.2M | $567.6M | $60.6M | 7 | 2 |
| Feb 2024 | $551M | $499.1M | $52M | 6 | 2 |
| Mar 2023 | $531.2M | $454.2M | $77M | 7 | 5 |
| Jan 2022 | $549.5M | $466.9M | $82.6M | 7 | 5 |
| Mar 2021 | $470.1M | $395.9M | $74.2M | 7 | 6 |
| May 2020 | $421.6M | $339.1M | $82.5M | 7 | 6 |
| Mar 2020 | $421.6M | $339.1M | $82.5M | 7 | 6 |
| Jul 2019 | $377.7M | $303.4M | $74.3M | 7 | 6 |
| Feb 2019 | $377.7M | $303.4M | $74.3M | 7 | 6 |
| Feb 2018 | $391.5M | $323.9M | $67.6M | 8 | 7 |
| Feb 2017 | $463.6M | $335.9M | $127.7M | 9 | 300 |
| Oct 2016 | $495.1M | $356.4M | $138.7M | 9 | 300 |
| Feb 2016 | $589.9M | $411.5M | $178.4M | 7 | 300 |
| Feb 2016 | $677.9M | $471.5M | $206.4M | 7 | 300 |
| May 2015 | $677.9M | $471.5M | $206.4M | 7 | 300 |
| May 2015 | $677.9M | $471.5M | $206.4M | 7 | 300 |
| Mar 2015 | $677.9M | $471.5M | $206.4M | 7 | 300 |
| Mar 2014 | $746.5M | $500.4M | $246.1M | 7 | 300 |
| Sep 2013 | $600.4M | $400.7M | $199.7M | 8 | 300 |
| Mar 2013 | $600.4M | $400.7M | $199.7M | 8 | 300 |
| Mar 2012 | $620.6M | $397.8M | $222.8M | 6 | 300 |
| Jan 2008 | $803M | $803M | $0 | 10 | -- |
| Dec 2007 | $793M | $793M | $0 | 10 | -- |
| Feb 2007 | $612M | $612M | $0 | 10 | -- |
| Feb 2007 | $612M | $612M | $0 | 10 | -- |
| Mar 2006 | $588M | $588M | $0 | 10 | -- |
| Dec 2005 | $315M | $315M | $0 | 10 | -- |
| Sep 2005 | $315M | $315M | $0 | -- | -- |
| Aug 2004 | $185M | $185M | $0 | 10 | -- |
| Mar 2004 | $135M | $135M | $0 | 10 | -- |
| Mar 2002 | $70M | $70M | $0 | 10 | -- |
| Nov 2001 | $56M | $56M | $0 | 10 | -- |
| Oct 2001 | $56M | $56M | $0 | 10 | -- |
DateMar 2025
Total AUM$628.2M
Discretionary$567.6M
Non-Disc.$60.6M
Employees7
Clients2
DateFeb 2024
Total AUM$551M
Discretionary$499.1M
Non-Disc.$52M
Employees6
Clients2
DateMar 2023
Total AUM$531.2M
Discretionary$454.2M
Non-Disc.$77M
Employees7
Clients5
DateJan 2022
Total AUM$549.5M
Discretionary$466.9M
Non-Disc.$82.6M
Employees7
Clients5
DateMar 2021
Total AUM$470.1M
Discretionary$395.9M
Non-Disc.$74.2M
Employees7
Clients6
DateMay 2020
Total AUM$421.6M
Discretionary$339.1M
Non-Disc.$82.5M
Employees7
Clients6
DateMar 2020
Total AUM$421.6M
Discretionary$339.1M
Non-Disc.$82.5M
Employees7
Clients6
DateJul 2019
Total AUM$377.7M
Discretionary$303.4M
Non-Disc.$74.3M
Employees7
Clients6
DateFeb 2019
Total AUM$377.7M
Discretionary$303.4M
Non-Disc.$74.3M
Employees7
Clients6
DateFeb 2018
Total AUM$391.5M
Discretionary$323.9M
Non-Disc.$67.6M
Employees8
Clients7
DateFeb 2017
Total AUM$463.6M
Discretionary$335.9M
Non-Disc.$127.7M
Employees9
Clients300
DateOct 2016
Total AUM$495.1M
Discretionary$356.4M
Non-Disc.$138.7M
Employees9
Clients300
DateFeb 2016
Total AUM$589.9M
Discretionary$411.5M
Non-Disc.$178.4M
Employees7
Clients300
DateFeb 2016
Total AUM$677.9M
Discretionary$471.5M
Non-Disc.$206.4M
Employees7
Clients300
DateMay 2015
Total AUM$677.9M
Discretionary$471.5M
Non-Disc.$206.4M
Employees7
Clients300
DateMay 2015
Total AUM$677.9M
Discretionary$471.5M
Non-Disc.$206.4M
Employees7
Clients300
DateMar 2015
Total AUM$677.9M
Discretionary$471.5M
Non-Disc.$206.4M
Employees7
Clients300
DateMar 2014
Total AUM$746.5M
Discretionary$500.4M
Non-Disc.$246.1M
Employees7
Clients300
DateSep 2013
Total AUM$600.4M
Discretionary$400.7M
Non-Disc.$199.7M
Employees8
Clients300
DateMar 2013
Total AUM$600.4M
Discretionary$400.7M
Non-Disc.$199.7M
Employees8
Clients300
DateMar 2012
Total AUM$620.6M
Discretionary$397.8M
Non-Disc.$222.8M
Employees6
Clients300
DateJan 2008
Total AUM$803M
Discretionary$803M
Non-Disc.$0
Employees10
Clients--
DateDec 2007
Total AUM$793M
Discretionary$793M
Non-Disc.$0
Employees10
Clients--
DateFeb 2007
Total AUM$612M
Discretionary$612M
Non-Disc.$0
Employees10
Clients--
DateFeb 2007
Total AUM$612M
Discretionary$612M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$588M
Discretionary$588M
Non-Disc.$0
Employees10
Clients--
DateDec 2005
Total AUM$315M
Discretionary$315M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$315M
Discretionary$315M
Non-Disc.$0
Employees--
Clients--
DateAug 2004
Total AUM$185M
Discretionary$185M
Non-Disc.$0
Employees10
Clients--
DateMar 2004
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees10
Clients--
DateMar 2002
Total AUM$70M
Discretionary$70M
Non-Disc.$0
Employees10
Clients--
DateNov 2001
Total AUM$56M
Discretionary$56M
Non-Disc.$0
Employees10
Clients--
DateOct 2001
Total AUM$56M
Discretionary$56M
Non-Disc.$0
Employees10
Clients--