Contrafactum Research & Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Contrafactum Research & Management LLC is an independent, single‑advisor registered investment adviser that provides portfolio management and investment advice to individual clients. At the time of its filing the firm reported about $1.11 million in assets under management across four client accounts and bills on a percentage‑of‑assets basis.
The adviser operates primarily on a non‑discretionary basis, delivering recommendations and seeking client approval before executing trades. This consultative model leaves final decision authority with clients and typically requires more frequent communication around transaction decisions than discretionary arrangements.
What distinguishes Contrafactum is its very small scale — one advisor serving a handful of accounts — combined with the uncommon choice to keep most assets non‑discretionary. As a result, client relationships are likely to be highly individualized and involve explicit trade approvals rather than delegated portfolio discretion.
Client services
Main office
Norristown PA
Advisors at this office
1
Most active in
Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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