Contrast Capital Management, LLC

Contrast Capital Management provides discretionary investment management and related advisory services to a mix of institutional investors, high‑net‑worth and individual clients, trusts, estates, businesses, pooled investment vehicles, and municipal entities. The firm also offers sub‑advisory services and 3(38) retirement plan advisory support and acts as the investment manager for pooled vehicles.

The firm constructs primarily global equity portfolios using a screening and factor‑ranking process with a fundamental research overlay, typically with a long‑term orientation while permitting shorter‑term trading for rebalancing or opportunistic reasons. Contrast Capital may employ leverage, hedging, options, ETFs and fixed‑income instruments as needed, and uses third‑party artificial intelligence tools to support research, portfolio analysis, and risk monitoring, with human review of all decisions.

Contrast Capital is the investment manager and affiliated fund sponsor of the Contrast Capital Fund, LLC (managed through Contrast Capital Fund Manager, LLC), operating multiple Series and charging performance allocations (10.00% for Series A/B and 13.50% for Series A1/B1) while also offering performance‑based fees to qualified clients (up to 20% of gains); it manages pooled vehicles and serves municipal clients in addition to a substantial non‑U.S. client exposure. The firm is relatively small by assets and personnel—managing about $82.65 million as of December 31, 2025 across 23 clients with two advisors—which coexists with these less common activities for a firm of its size.