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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CONTRARY LEGACY LLC

CRD 325014

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:116afe1c-0fec-6f5c-83ca-3d3614e5fe90

Data as of Mar 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 4
On other graphs: 0
Observed: Feb 10, 2023 to Mar 13, 2026
10 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $140MItem 5.F on the latest filing (2026-03-13); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $140MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees: 2
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 63
High net worth clients: 20
SEC number: 801-127459
CRD: 325014
Filings on the tape: 10
First filed: Feb 10, 2023
Latest filed: Mar 13, 2026
Organised: Limited Liability Company, DE

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
TARCZYNSKI, ERIC, RICHARD	Manager	E	yes	11/2017	Feb 10, 2023	Mar 30, 2024
Lesko, Joshua	CHIEF COMPLIANCE OFFICER	Na	no	11/2023	Nov 14, 2023	Mar 30, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CONTRARY LLC	n/a	Asset manager	$481M	N	yes	n/a
CONTRARY BREAKOUT MANAGEMENT I, LLC	n/a	n/a	n/a	N	yes	n/a
CONTRARY CAPITAL MANAGEMENT II, LLC	n/a	n/a	n/a	N	yes	n/a
CONTRARY CAPITAL MANAGEMENT III, LLC	n/a	n/a	n/a	N	yes	n/a
CONTRARY CAPITAL MANAGEMENT IV, LLC	n/a	n/a	n/a	N	yes	n/a
CONTRARY CAPITAL MANAGEMENT, LLC	n/a	n/a	n/a	N	yes	n/a
CONTRARY HOLDINGS MANAGEMENT, LLC	n/a	n/a	n/a	N	yes	n/a
CONTRARY MODERN HOLDINGS, LLC	n/a	n/a	n/a	N	yes	n/a
HEAVEN INCORPORATED HOLDINGS, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 3 of 4

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 13, 2026	$140M	$0	4	2	2	n/a	n/a
2024	Mar 31, 2025	$88.6M	$0	4	1	1	n/a	n/a
2023	Mar 30, 2024	$39.7M	$0	4	1	1	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$140M	$88.6M	57.6%	n/a	n/a	4	4	2	1

Relationships

Affiliated with (1)

→ CONTRARY LLCRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV

Controls (1)

← TARCZYNSKI, ERIC, RICHARDOwnerMANAGER, ownership code E, individual
Feb 10, 2023 to Mar 30, 2024factForm ADV

Owns (1)

← Lesko, JoshuaOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Nov 14, 2023 to Mar 30, 2024factForm ADV

Dated events

Occurred
Mar 30, 2024
Control person joined
Richard Eric Tarczynski (Manager) appeared on Schedule A of Contrary Legacy Llc
Form ADVobserved 4 days ago
Occurred
Nov 14, 2023
Control person joined
Joshua Lesko (Chief Compliance Officer) appeared on Schedule A of Contrary Legacy Llc
Form ADVobserved 4 days ago
Occurred
Aug 8, 2023
Control person left
Anne Michelle Brown (Chief Financial Officer And Chief Compliance Officer) no longer on Schedule A of Contrary Legacy Llc (listed 2023-07-10, absent 2023-08-08)
Form ADVobserved 4 days ago
Occurred
Feb 10, 2023
First Form ADV filing
Contrary Legacy Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:116afe1c-0fec-6f5c-83ca-3d3614e5fe90
First observed: Feb 10, 2023
Last observed: Mar 13, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CONTRARY LEGACY LLC

CRD 325014

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:116afe1c-0fec-6f5c-83ca-3d3614e5fe90

Data as of Mar 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:17 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

TARCZYNSKI, ERIC, RICHARD

Manager

yes

11/2017

Feb 10, 2023

Mar 30, 2024

Lesko, Joshua

CHIEF COMPLIANCE OFFICER

11/2023

Nov 14, 2023

Mar 30, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CONTRARY LLC

n/a

Asset manager

$481M

yes

n/a

CONTRARY BREAKOUT MANAGEMENT I, LLC

n/a

yes

n/a

CONTRARY CAPITAL MANAGEMENT II, LLC

n/a

yes

n/a

CONTRARY CAPITAL MANAGEMENT III, LLC

n/a

yes

n/a

CONTRARY CAPITAL MANAGEMENT IV, LLC

n/a

yes

n/a

CONTRARY CAPITAL MANAGEMENT, LLC

n/a

yes

n/a

CONTRARY HOLDINGS MANAGEMENT, LLC

n/a

yes

n/a

CONTRARY MODERN HOLDINGS, LLC

n/a

yes

n/a

HEAVEN INCORPORATED HOLDINGS, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 13, 2026

$140M

n/a

2024

Mar 31, 2025

$88.6M

n/a

2023

Mar 30, 2024

$39.7M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$140M

$88.6M

57.6%

n/a